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Portfolio Specialist, Operations, Hybrid Posted

Remote / Online - Candidates ideally in
Burlington, Ontario, Canada
Listing for: DLL Group
Full Time, Contract, Remote/Work from Home position
Listed on 2026-06-16
Job specializations:
  • Finance & Banking
    Accounts Receivable/ Collections, Accounting & Finance, Business Administration
  • Administrative/Clerical
    Business Administration
Job Description & How to Apply Below
Position: Portfolio Specialist, Operations, Contract  Hybrid) Posted on 06/02/2026[...]
Job Description
As a  Portfolio Services Administrator , you will work collaboratively with a team of about four colleagues on general ledger (GL) fund management and various reports. You will ensure that all lease and loan forms and/or documentation is accurately completed, updated when requested, and in line with credit and legal requirements. You will follow credit and matrix authorizations, system rules and corporate policies to guarantee documentation accuracy while meeting customer turnaround‑timing commitments.

This 6‑month contract hybrid position requires customer contact and supports the Portfolio Services Department with various administrative responsibilities.

Responsibilities
Day to Day

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).

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.

Reviewing, actioning, updating, and commenting on GL reports on a monthly basis.

Prepare and review reports, including:

End‑of‑term asset status reports.

Automatic payment corrections.

Term adjustments.

Purchase option adjustments.

System yield audits.

Conduct assigned daily, weekly, monthly, and ad‑hoc/system audits, documenting and completing 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.

Qualifications

Post‑secondary education 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 considered an asset.

Ability to manage multiple priorities within tight time frames while maintaining ongoing attention to detail and meeting deadlines.

Must be 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 capacity by continuously looking for better ways to improve processes.

Excellent problem‑solving skills and logical thinking.

Excellent verbal and written communication skills and effective interpersonal skills.

Ability to work independently.

Excellent planning and organizational skills.

Solid team player able to work in a demanding, fast‑paced environment.

Proficiency in MS Word & Outlook; strong proficiency in MS Excel.

Benefits

Remote working from home opportunities.

Flexible hours.

Employee Referral program.

Application Notes
Deadline for application:
Tuesday, June 23, 2026.

The selection process may involve an assessment.

DLL appreciates the time you spend applying to our openings. We advise only those who qualify for an interview will be contacted. Hiring is subject to the successful completion of a background check.

Equal‑Opportunity Employer
DLL is an equal‑opportunity employer. We are committed to inclusive, barrier‑free recruitment and selection processes and work environments. If contacted for an employment opportunity, please advise Human Resources if you require accommodation in accordance with our values and all applicable legislation.

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