Senior Documentation Specialist, Equipment Finance

Application Deadline:
06/29/2023
Address:
320 S Canal Street
Job Family Group:
Customer Shared Services
Equipment FinanceSenior Documentation Specialist is responsible for all aspects of documenting and closing Equipment Finance transactions. The role directly impacts the bank's ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of lease/loan agreements and account documentation.

• Proficient understanding of lease and loan documentation and the closing/funding process.
• Ability to work independently and resourcefully across the full organization to ensure efficient and appropriate outcomes

• Excellent oral and written communication skills both within the organization and client facing as necessary
• Active member of the deal team to ensure that policy, compliance and regulatory matters necessary for closing are addressed early in the process
• Promptly and accurately determines all underwriting, pricing and/or equipment management approval conditions for funding have been satisfied
• Ensure perfected security interests in the financed assets are obtained.
• Develops and maintains effective relationships with team members and stakeholders.
• Ensure all material terms of a transaction are accurately documented in accordance with the credit approval including pricing, term and structure of each transaction
• Manage post-closing activities to ensure all documentation is complete and properly filed.
• Participates in the design, development, implementation, and management of core processes.
• Improves operational methods and workflows by identifying, recommending process improvement opportunities.
• Works independently on a range of complex tasks, which may include unique situations.

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.

We're here to help
At BMO Harris Bank 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 Harris Bank 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmoharris.com.
BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO Harris Bank does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO Harris Bank, directly or indirectly, will be considered BMO Harris Bank property. BMO Harris Bank 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.