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 requi rements 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

E stablish 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.

Reason to required English
To work closely with our colleagues outside Quebec

Languages: French, English

Required skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork

Your perks

Health and wellness program, including many options

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations.

We welcome all candidates!

What can you bring to our team?

Join us!

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📌 Senior Documentation Specialist (Ontario)
🏢 National Bank of Canada
📍 Ontario