Contract Solutions Specialist

National Bank of Canada; Winnipeg; Hybrid; CAD 55,000 - 80,000; Full time

Job summary

National Bank of Canada seeks a Contract Solutions Specialist within Equipment Financing to serve as an expert in financial transactions and provide top-notch support to internal and external customers. The role offers a hybrid work environment across Canada and opportunities to contribute to the organization’s long-term growth and success.

The successful candidate will handle file processing, audits, contract modifications, and risk management while collaborating with a large nationwide team to

Qualifications

• Business degree or diploma is a requirement or equivalent work experience and/or training.
• 5 years sales administration or file audit experience in the finance industry.
• Analytical with strong attention to detail and accuracy.
• Working knowledge of Broker Buying Centre and Equipment Finance Group financial products.
• Expert on applications such as Felix, NLI Credit Portal, Salesforce Case console, T-value, Customer Portal, Webfocus, etc.
• Strong accounting competence in handling billings, understanding invoice requirements, and grasping taxability concepts.

Responsibilities

• Handle file processing, system entries (Felix), enforceable documentation, and peer audits with precision.
• Complete and audit contract modifications and transactions, including bulk and high-value items up to $1MM.
• Provide expert advice on agreement modifications, manage risk, and minimize financial losses.
• Conduct audits as required by Felix, ensuring adherence to policies and procedures.
• Deliver clear transaction instructions and manage challenging conversations with a customer-first approach.
• Identify training needs, streamline processes, and mentor peers on manual tasks and audits.
• Stay informed on system and policy changes, support software testing, and communicate requirements internally and externally.

Skills

Analytical

Attention to detail

Customer-first approach

Education

Business degree/diploma

Tools

Felix

NLI Credit Portal

Salesforce

Webfocus

Job description

A career as aContract Solutions Specialistwithin
the Equipment Financing team at National Bank is to act as an expert in
financial transactions and providing top-notch support to both internal and
external customers. This opportunity offers an outstanding opportunity to work
in a multifaceted environment, where your contributions will drive
theorganization’s long-term growth and success.

Your Job

• Handle
  file processing, system entries (Felix), enforceable
  documentation, and peer audits with precision.
• Complete
  and audit contract modifications and transactions, including bulk and
  high-value items up to $1MM.
• Provide
  expert advice on agreement modifications, manage risk, and minimize
  financial losses.
• Conduct
  audits as required by Felix, ensuring adherence to policies and
  procedures.
• Deliver
  clear transaction instructions and manage challenging conversations with a
  customer-first approach.
• Identify
  training needs, streamline processes, and mentor peers on manual tasks and
  audits.
• Stay
  informed on system and policy changes, support software testing, and
  communicate requirements internally and externally.

Your team

Within the Equipment Finance sector, you are part of a team
of 300+ colleagues across Canada, and you report to the Manager,
Contract Solutions . Our team stands out for its delivery on an amazing employee and
client experience and commitment to providing an unrivaled client experience.
We ultimately aim to offer you maximum flexibility and quality of life. This
notably means a hybrid work environment, as well as adaptable working hours.

Our training programs use on-the-job learning to help you
master your role. You can access personalized training content and 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.

Basic requirements

• Business
  degree or diploma is a requirement or equivalent work experience and/or
  training.
• 5
  years sales administration experience or file audit experience in the
  finance industry.
• Analytical
  with strong attention to detail and accuracy.
• Working
  knowledge of Broker Buying Centre and Equipment Finance Group financial
  products.
• Expert
  on applications such as Felix, NLI Credit Portal, Salesforce Case console, T-value, Customer
  Portal , Webfocus, etc.
• Strong
  accounting competence in handling billings, understanding invoice
  requirements, and grasping taxability concepts.