Senior Documentation Specialist
Senior Documentation Specialist
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$ 50400 - 93600
1 Vacancy
Job Description
Application Deadline:
Address:
790 N Water StreetJob Family Group:
Customer Shared ServicesThe Senior Documentation Specialist will manage the documentation and closing process for Equipment Finance transactions in support of Relationship Managers. This position will interface with clients and equipment manufacturers/vendors for all matters related to due diligence documentation perfection closing and funding. This position is a key member of the deal team working collaboratively with cross-functional colleagues to close transactions and exceed customer expectations.
- Effectively manages and prioritizes work queues for new lease/loan transactions.
- Ensure lease documents are executed returned and processed within a timely manner.
- Ability to work in a fast-paced team environment.
- Proactively manages transactions balancing multiple internal and external stakeholders needs.
- Develops and maintains effective relationships with internal team members and stakeholders to execute work and fulfill service delivery expectations.
- Reviews documents to verify that forms are correctly completed.
- Ensure that the business equipment liens and ownership are perfected correctly.
- Orders and maintains UCC Searches obtaining any UCC Subordinations as needed to ensure first priority security interest in equipment is obtained.
- Confirms wire instructions provided by the vendor or customer are correct and accurate.
- Works with clients to obtain equipment invoices proof of payment and evidence of insurance.
- Strong communication interpersonal and analytical skills required.
- Detail oriented with ability to multitask.
- Strong organizational skills are a must.
- Works independently on a range of complex tasks which may include unique situations.
- Exercises judgment to identify diagnose and solve problems.
Qualifications:
- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- PC skills (MS Word Excel PowerPoint) In-depth.
- Time management skills In-depth.
- Prioritization skills In-depth.
- Ability to multi-task in a fast-paced environment.
- Technical proficiency gained through education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.
Salary:
$50400.00 - $93600.00Pay Type:
SalariedThe above represents BMO Financial Groups pay range and type.
Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.
BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.
As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.
Required Experience:
Senior IC
Employment Type
Full-Time
