Job Description

Role Summary/Purpose Are you interested in taking the first step to a rewarding financial career? Do you want to be part of an organization that knows the importance of supporting local charities throughout the year in every location we are in? Is finding a role that allows you to grow within the company to achieve your career goals, exactly what you are looking for? Then consider becoming a Documentation & Funding Specialist with our Dynamic Capital Team, learn how the organization works and take advantage of the limitless opportunities to succeed and progress your career! As a Documentation & Funding Specialist, you will provide a high level of expertise by helping protect the organizations assets by conducting internal audits, ensuring compliance with laws, corporate guidelines, best practices, and contractual agreements. Essential Responsibilities \xc2\xb7 Complete and/or review Lease & Loan Documentation to ensure accuracy and risk is mitigated, in accordance with the credit approval and internal policies and procedures \xc2\xb7 Registering and/or Auditing of all PPSA registrations, searches and corresponding waivers, providing a high level of knowledge in PPSA law and requirements \xc2\xb7 Funding review for new contracts, including but not limited to signature authentication, insurance, identification requirements and wire details for clients, lenders, and vendors \xc2\xb7 Verbal verification of banking details and wire preparation, always ensuring accuracy \xc2\xb7 Final review and funding in internal system, to move the file to servicing \xc2\xb7 Customer Service Management \xe2\x80\x93 client inquiries, maintenance of files, assisting in equipment sales, and discharges. \xc2\xb7 Maintain high ethical standards, with the ability to exercise objectivity and confidentiality in the auditing process \xc2\xb7 Strong analytical skills and attention to detail, a thorough understanding of the laws and regulations that govern the organization, and a willingness to constantly update that knowledge as new guidelines and laws come into effect \xc2\xb7 Maintain a high level of communication and rapport with Credit Risk, Sales Support, Account Managers and Senior Leadership Education and Experience \xc2\xb7 Bachelor\'s degree in accounting, finance, business management, or a related field of study an asset, but will consider candidates with prior experience in equipment finance \xc2\xb7 Experience in documentation, closings, and previous audit experience of complex equipment finance within a financial role considered a key asset \xc2\xb7 Strong interpersonal and communication skills. \xc2\xb7 Excellent administrative and organizational skills, with the ability to prioritize. \xc2\xb7 Strong analytical skills with a sharp attention to detail. \xc2\xb7 Key competencies include: Proficiency in Microsoft Office, customer service, teamwork, information seeking, concern for order and quality. Specific Skills \xc2\xb7 Adapt to change in the work environment to deal with frequent change, delays, or unexpected events. \xc2\xb7 Previous documentation and/or audit experience within a financial role considered a key asset. \xc2\xb7 Actions and decisions consistently in alignment with customer, the contract, and Dynamic\xe2\x80\x99s best interests. \xc2\xb7 Skilled at the use of various contract related payment and reporting tools. \xc2\xb7 Self-motivated and ability to work with minimal supervision. \xc2\xb7 Team player, accountable, accepts change. \xc2\xb7 Excellent organizational, prioritization and time management skills. \xc2\xb7 Excellent interpersonal, and verbal and written communication skills. \xc2\xb7 Detail orientated. \xc2\xb7 Experience dealing with and interpreting contracts. Accountability \xc2\xb7 Accountable for accurate and timely completion of documentation and funding packages. \xc2\xb7 Ensure credit conditions are adhered to. \xc2\xb7 Accountable for gathering and compiling closing items for internal and external deals. \xc2\xb7 Accountable to process incoming customer service requests in a timely manner. \xc2\xb7 KPI\xe2\x80\x99s: clean documentation and funding submissions, 2-hour turnaround times for incoming requests, maintain outlined customer service levels. Knowledge \xc2\xb7 Strong understanding Dynamic\xe2\x80\x99s internal processes and expertise. \xc2\xb7 Ability to interpret and understand contractual language. \xc2\xb7 Understanding of key performance metrics for the role, team and department \xc2\xb7 Proficient in MS Office Applications, specifically Excel, and Word, and internal systems. \xc2\xb7 Understanding of Dynamic\xe2\x80\x99s Customer Service commitment, documentation process and procedures, and funding processes Job Type Full-time Experience Documentation, Audit and/or Funding in Equipment Finance: 2 years (Required). Relocation Expenses No - this is a remote position About Dynamic Capital What do our employees have to say about working for Dynamic? \xe2\x80\x9cAmazing Teamwork - Open communication\xe2\x80\x9d \xe2\x80\x93 Rae-Ann Klay, Documentation Specialist "The Dynamic Team creates opportunities for career growth and personal development by truly caring about its people and their progress." \xe2\x80\x93 Nicola Charlesworth, Portfolio Analyst \xe2\x80\x9cI enjoy the fast-paced, high performing environment of the Dynamic Capital team. We are a collaborative team that is dedicated to our clients.\xe2\x80\x9d \xe2\x80\x93 Taylor House, Account Manager \xe2\x80\x9cAbundance of training materials, and lots of support from the team to set you up for success in your role.\xe2\x80\x9d \xe2\x80\x93 Kitty Liang, Credit Analyst \xe2\x80\x9cEveryone is approachable, helpful, teamwork throughout the whole company to get deals done and great support.\xe2\x80\x9d \xe2\x80\x93 Shauna Krissa, Senior Funding Specialist \xe2\x80\x9cOur people are our greatest strength - they provide the next level service that keep our clients coming back!\xe2\x80\x9d Dustin White, CEO Founded in 2009, Dynamic Capital is an industry leader in equipment finance. We provide our clients unique funding solutions to grow their business but know that our team members are the key to our success! Our team is comprised of experienced, hardworking individuals that have the industry knowledge to ensure our clients are taken care of no matter what their situation. We strive to provide our team members with meaningful and challenging work, an engaging and collaborative environment, recognition for performance and opportunities for growth and advancement. Contact Are you an individual that is always looking to excel in everything you do? Are you looking to join a growing company where the sky is the limit? Then we want to speak with you! If you think you have what it takes to join our team, please send your cover letter and resume to Carrie Freeman. We would like to thank everyone for their application, however, only those being considered for an interview will be contacted. Job Type: Full-time Salary: $50,000.00-$65,000.00 per year Benefits:

• Casual dress
• Company events
• Dental care
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Vision care
• Work from home

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Experience:

• Equipment Finance: 2 years (required)

Work Location: One location