Portfolio Specialist, Operations

Responsibilities

• Investigate and assist with identifying incoming unidentified payments.
• Liaise with customers to resolve outstanding payment identification issues.
• Conduct follow-ups with customers and vendors as required, including cheque inquiries (e.g., name mismatches, unsigned cheques).
• Address payment processing issues (PAPP rejections, setup issues).
• Review cheque inquiries and submit appropriate documentation to create and apply fees.
• Reconcile accounts as required to ensure accuracy and completeness.
• Manage and maintain GL reports by ensuring all received payments are applied to the correct contracts.
• Review, action, update, and comment on GL reports on a monthly basis.
• Prepare and review reports, including end-of-term asset status reports.
• Implement automatic payment corrections and term or purchase option adjustments as needed.
• Conduct system yield audits and other assigned daily, weekly, monthly, and ad-hoc/system audits; document and complete findings as required.
• Validate and approve equipment exchanges.
• Collaborate with internal departments to complete requests efficiently.
• Ensure accurate and timely system updates and processing of paperwork within 24 hours of receiving all required information.
• Act as backup support for team members as assigned by the Manager.
• Meet or exceed established daily, weekly, and monthly KPIs and SLAs.
• Participate in system enhancements, automation testing, and special projects as requested by management.
• Support team workload distribution by completing additional administrative responsibilities as needed.

• Post-secondary education is an asset; minimum of high school education required.
• Strong attention to detail and excellent data entry skills.
• Experience in a Finance or Operations function with leasing or financing industry experience is an asset.
• Ability to manage multiple priorities within tight time frames while maintaining attention to detail and meeting deadlines.
• Self-directed, decisive, and goal-oriented.
• Comfortable working in an empowered work environment with established goals and limited step-by-step direction.
• Ability to embrace and champion change.
• Capable of driving growth by continuously improving processes.
• Excellent problem-solving skills and logical thinking.
• Excellent verbal and written communication skills and effective interpersonal skills.
• Able to work independently.
• Excellent planning and organizational skills.
• Solid team player with the ability to work in a demanding, fast-paced environment.
• Proficient in MS Word and Outlook; strong proficiency in MS Excel.

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This feature helps candidates tailor their applications more effectively.

• data entry
• payment processing
• account reconciliation
• report preparation
• system audits
• payment identification
• fee application
• automatic payment corrections
• term adjustments
• purchase option adjustments

• attention to detail
• problem-solving
• communication
• interpersonal skills
• organizational skills
• self-directed
• decisive
• goal oriented
• ability to manage multiple priorities
• team player