Job details

A career as a Senior Documentation Specialist concentrated on the documentation process for the specialized group of Franchise Finance at National Bank means working closely with Account Managers to ensure business clients’ utmost satisfaction. The files processed are extremely diversified and involve complex financing structures, allowing you to capitalize on your commercial credit knowledge and exercise your leadership with internal and external partners.

Your job :

• Proactively support the processing of approved transactions by timely attending to the preparation of all documentation and process requirements including the preparation of all loan and security documents pertaining to the transaction 
• Ensure compliance with all transaction requirements using prudent practice and commercial lending standards
• Establish and maintain effective communication with the various parties involved with files (other financial institutions, lawyers)
• Ensure proper security registrations are in place
• Manage the insurance coverage and review process for the various transactions 
• Process searches, registrations, and discharges of documentation under PPSA as required
• Process vendor, third party and external counsel invoices
• Ensure and manage the collection of all credit requirements stipulated on approval are received
• Provide standard and customized reporting to Lenders as requested
• Collect and reconcile all invoices and proof of payment against all progress draws requests and prepare transaction for funding
• Review and confirm the accuracy of leases and franchise agreements
• Attend to the preparation of ancillary documents for portfolio and account management 

Your team:

As part of Franchise Finance specialized lending team, you’ll be part of a strategic team of around twenty individual and you’ll report directly to the Manager, Documentation . Our team stands out for its excellence, specialization, collaborative spirit, and ability to adapt to changes with various day-to-day tasks. Working hours are weekdays with the possibility of working from home 2-3 days per week.

You can access personalized training content on such topics as business financing administration and transaction services to 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.

Prerequisites

• A degree or diploma hangs on your wall that highlights your expertise in administration, legal, or business affairs
• Bilingual. Working with English & French speaking clients and documents; you are well versed in both languages.
• You’ve spent at least one year working in a documentation, financial services or as a legal assistant/law clerk.
• Any formal law clerk training or legal certification would be a definite asset!
• You know your way around provincial security registration systems and can review cross-Canada searches and know how to register personal property liens & other securities as required.
• Most importantly, you are tech savvy. Microsoft Office Suite is the base foundation of your knowledge, and you have no troubles learning new software on the fly! In fact, learning and applying new knowledge in every situation is what sets you apart from your peers.