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The Senior Documentation Specialist will manage the documentation and closing process for Equipment Finance transactions in support of Relationship Managers. This position will interface with clients and equipment manufacturers/vendors for all matters related to due diligence, documentation, perfection, closing, and funding. This position is a key member of the deal team, working collaboratively with cross-functional colleagues to close transactions and exceed customer expectations.

+ Effectively manages and prioritizes work queues for new lease/loan transactions.

+ Ensure lease documents are executed, returned, and processed within a timely manner.

+ Ability to work in a fast-paced team environment.

+ Proactively manages transactions, balancing multiple internal and external stakeholders' needs.

+ Develops and maintains effective relationships with internal team members and stakeholders to execute work and fulfill service delivery expectations.

+ Reviews documents to verify that forms are correctly completed.

+ Ensure that the business' equipment liens and ownership are perfected correctly.

+ Orders and maintains UCC Searches, obtaining any UCC Subordinations as needed to ensure first priority security interest in equipment is obtained.

+ Confirms wire instructions provided by the vendor or customer are correct and accurate.

+ Works with clients to obtain equipment invoices, proof of payment, and evidence of insurance.

+ Strong communication, interpersonal, and analytical skills required.

+ Detail oriented with ability to multitask.

+ Strong organizational skills are a must.

+ Works independently on a range of complex tasks, which may include unique situations.

+ Exercises judgment to identify, diagnose, and solve problems.

+ **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.

Salary:

$50,400.00 - $93,600.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO 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 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.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO 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.