Job details

A career as a Contract Solutions Specialist within the Equipment Financing team at National Bank is to act as an expert in financial transactions and providing top-notch support to both internal and external customers. This opportunity offers an outstanding opportunity to work in a multifaceted environment, where your contributions will drive the organization’s long-term growth and success.

Your Job

• Handle file processing, system entries (Felix), enforceable documentation, and peer audits with precision.
• Complete and audit contract modifications and transactions, including bulk and high-value items up to $1MM.
• Provide expert advice on agreement modifications, manage risk, and minimize financial losses.
• Conduct audits as required by Felix, ensuring adherence to policies and procedures.
• Deliver clear transaction instructions and manage challenging conversations with a customer-first approach.
• Identify training needs, streamline processes, and mentor peers on manual tasks and audits.
• Stay informed on system and policy changes, support software testing, and communicate requirements internally and externally.

Your team 

Within the Equipment Finance sector, you are part of a team of 300+ colleagues across Canada, and you report to the Manager, Contract Solutions. Our team stands out for its delivery on an amazing employee and client experience and commitment to providing an unrivaled client experience. We ultimately aim to offer you maximum flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content and support your ongoing learning.  You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Basic requirements

• Business degree or diploma is a requirement or equivalent work experience and/or training.
• 5 years sales administration experience or file audit experience in the finance industry.
• Analytical with strong attention to detail and accuracy.
• Working knowledge of Broker Buying Centre and Equipment Finance Group financial products.
• Expert on applications such as Felix, NLI Credit Portal, Salesforce Case console, T-value, Customer Portal, Webfocus, etc.
• Strong accounting competence in handling billings, understanding invoice requirements, and grasping taxability concepts.