Loan Documentation Specialist in Burnaby, British Columbia, Canada (# 1222)

• Effectively and efficiently interfaces with internal and external customers. Serves as contact to Account Managers and others for customer agreement review, negotiation, and implementation. Work is extremely thorough and detail-oriented, as the job largely consists of reading through contracts and proposals line by line and transferring data to company programs.

Responsibilities

• Communicates effectively and coordinates with all parties, internal and external, involved in the transaction.
• Sets up new agreements using established processes that produce consistent, accurate contracts for review.
• Refers negotiations with respect to contracts to the appropriate Account Manager and coordinates all addendums to existing contracts.
• Accurate and timely completion of audits to existing contracts and generates documents and delivers documents to customers.
• Audits existing contracts and oversees contract modifications and deficiencies to submit to our Lenders for funding.
• Manages workflow on a priority basis with respect to status of contracts for management.
• Participate & conduct in special projects and additional ad hoc duties as assigned.
• Adheres to existing RBFS policies and procedures while identifying potential improvements to better manage risk.
• May be called upon to provide training to new hires.
• Perform other duties as assigned.

Qualifications

• 2 years of relevant contract-related work experience.
• Bilingual (French/English) preferred.
• Technological knowledge of MS word, Excel, Outlook, Salesforce and contract management and/or loan application software.
• Demonstrates excellent written and verbal communication skills.
• Ability to manage multiple tasks and perform in high pressure situations to meet tight deadlines
• Exhibits strong analytical and critical thinking abilities.
• Displays exceptional time management skills.
• Independent self-motivated and able to work with little supervision.
• Possesses strong financial services knowledge
• Displays excellent interpersonal skills and ability to build strong relationships