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 transactionEnsure compliance with all transaction requirements using prudent practice and commercial lending standardsE stablish and maintain effective communication with the various parties involved with files (other financial institutions, lawyers)Ensure proper security registrations are in placeManage the insurance coverage and review process for the various transactionsProcess searches, registrations, and discharges of documentation under PPSA as requiredProcess vendor, third party and external counsel invoicesEnsure and manage the collection of all credit requirements stipulated on approval are receivedProvide standard and customized reporting to Lenders as requestedCollect and reconcile all invoices and proof of payment against all progress draws requests and prepare transaction for fundingReview and confirm the accuracy of leases and franchise agreementsAttend to the preparation of ancillary documents for portfolio and account managementYour 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, cooperative 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.PrerequisitesAdegree or diplomahangs on your wall that highlights yourexpertise in administration, legal, or business affairsBilingual.Working with English & French speaking clients and documents; you are well versed in both languages.You’ve spent at least one year working ina documentation, financial services or as a legal assistant/law clerk.Anyformal law clerk training or legal certificationwould be a definite asset!You know your way aroundprovincial security registration systemsand canreview cross-Canada searchesand know how toregister personal property liens & other securitiesas required.Most importantly, you aretech 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 knowledgein every situation is what sets you apart from your peers.Reason to required EnglishTo work closely with our colleagues outside QuebecLanguages: French, EnglishRequired skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, TeamworkYour benefitsHealth and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and family assistance programPreferential banking servicesInvolvement in community initiativesTelemedicine serviceVirtual sleep clinicWe 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 environmentWe’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!#J-18808-Ljbffr

📌 Documentation Specialist - $56,000 - $103,500 A Year (Winnipeg)
🏢 BMO Financial Group
📍 Winnipeg