Bilingual Senior Portfolio Specialist

DLL; Burlington; Hybrid; CAD 58,000 - 88,000; Full time

Job summary

A leading financial services firm is looking for a Bilingual Senior Portfolio Specialist in Burlington, ON. The role involves handling transaction processing, ensuring compliance with documentation and participating in customer communications. The ideal candidate must be fluent in French and possess strong organizational skills. This position offers a hybrid work model and competitive pay, along with various benefits including medical and career development programs.

Benefits

Flexible hours

Career development programs

Medical, Dental, Vision benefits

Subsidized Gym membership

Remote working opportunities

Qualifications

• Experience in operations, preferably leasing or financing industry, is an asset.
• Strong attention to detail and data entry accuracy.
• Ability to manage multiple priorities under tight deadlines.

Responsibilities

• Handle requests for equipment exchanges and financial adjustments.
• Prepare and review documentation ensuring compliance and accuracy.
• Provide clear instructions on payment options and necessary documentation.

Skills

Bilingual (French)

Attention to detail

Problem-solving skills

Customer communication

Planning and organizational skills

Education

Post-secondary education

Tools

MS Word

Excel

Job description

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As a Bilingual Senior Portfolio Specialist within the Contract Amendment team, you can expect to work collaboratively with a team of about 6 on completing changes to retail transactions, including but not limited to equipment exchanges, start date changes, and financial adjustments across all business units. You will ensure that all lease and loan security documentation is accurately completed, updated when required, and consistent with credit and legal requirements. You will be responsible for adhering to credit and matrix authorizations, system rules, and corporate policies to ensure the accurate completion of documentation while meeting customer turnaround-time commitments.

Please Note: The candidate must be bilingual in French.

Find out more about how you can unleash your full potential at DLL.

Day to Day

1. Transaction Processing: Handle requests for equipment exchanges, start date changes, financial adjustments, end of term refinances; support frequency changes, restructures.
2. Documentation & Compliance: Prepare, review, and send documentation, ensuring compliance and accuracy in customer details, payment terms, and contract identifiers.
3. Customer Communication: Provide clear instructions on payment options, insurance requirements, and necessary documentation. Negotiate fees within guidelines. Develop and maintain a positive consultative relationship with customers regarding their requests.
4. Audit & Requirement Management: Review and audit documents for accuracy, maintain organized records, and follow up for incomplete or missing details/requirements.
5. Cross-Team / Department Coordination: Liaise with credit, risk, and legal departments to ensure proper adjudication, contract updates, and PPSA registration amendments.
6. Process Management: Organize and submit requirements to internal teams for system updates and ensure proper execution.
7. Additional Support: Contribute to special projects, departmental initiatives, and provide backup support when necessary.
8. Performance & Policy Adherence: Achieve key performance targets (KPIs / SLA), update procedures, and assist with training documentation.

All members enjoy:

• Two days per year volunteering for a local charity
• Remote working opportunities
• Flexible hours
• Career development programs, online learning, Tuition reimbursement
• Medical, Dental, Vision benefits
• Subsidized Gym membership
• Employee Referral program
• Modern, open concept working environment
• Regional benefits overview here

Essentials

• Experience in operations, preferably leasing or financing industry, is an asset
• Bilingual (French) required
• Strong attention to detail and data entry accuracy
• Ability to manage multiple priorities under tight deadlines
• Excellent planning and organizational skills
• Team-oriented with a proactive mindset
• Independent, goal-driven work style
• Strong analytical and problem-solving skills
• Effective communication skills
• Ability to handle complex customer interactions professionally
• Adaptability and openness to change
• Hybrid work model (in-office twice a week, remote)
• Proficiency in MS Word & Excel (asset)
• Post-secondary education (asset)

Choose Wellbeing

DLL’s wellbeing program focuses on building connections, managing mental, emotional, physical, and financial health, and balancing work and life priorities.

Categories:

• Connection
• Health
• Finance
• Lifestyle

We care about our members’ wellbeing!

Settling In

At DLL, we celebrate diversity and inclusion, welcoming members from various backgrounds, cultures, and beliefs. We foster a collaborative, innovative culture rooted in respect, honesty, and shared purpose. Our goal is to partner for a better world.

Good to Know

Location: Burlington, ON

Pay Range: $58,271.20 - $87,406.80

Pay may vary based on experience, skills, and location. Benefits include healthcare, pension, vacation, sick leave, parental leave, bonuses, and more.

• Application deadline: August 12, 2025 (may close earlier due to volume)
• Assessment may be part of the process
• Apply online via our careers website
• Contact: April Kim at [e-mail]

DLL is an equal opportunity employer committed to inclusive recruitment. Accommodation available upon request.