Document Review Specialist - Commercial Lending

BeachHead Inc.; Toronto; On-site; CAD 24,000 - 35,000; Full time

Job summary

BeachHead Inc. in Toronto, Ontario, is seeking a detail-oriented Document Review Specialist - Commercial Lending to support timely review of lending documents, ensure compliance with procedures, and collaborate with internal teams.

You will verify files, resolve discrepancies, handle routine inquiries, and help improve the review workflow while adhering to risk management guidelines.

The role requires 1–2 years of relevant experience and proficiency with MS Word, Excel, and PowerPoint.

Qualifications

• 1–2 years of experience in document review or records management.
• Experience in financial services or lending operations preferred.
• Strong organization and attention to detail.
• Ability to follow procedures and protect sensitive information.

Responsibilities

• Complete investigations, tasks, and file reviews within established timelines.
• Organize documents and verify lending files are complete and accurate.
• Identify and resolve documentation errors with the team.
• Respond to routine inquiries per guidelines.
• Maintain data and records in line with policies and laws.
• Escalate issues following procedures.
• Suggest process improvements for file review workflows.
• Apply risk management frameworks in daily work.

Skills

Attention to detail

Time management

Problem solving

Verbal and written communication

Team collaboration

Handle sensitive information

Learn new systems

Document review experience

Compliance awareness

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Are you a detail-oriented professional with experience in document review? Working with one of our top financial clients, this role calls for a Document Review Specialist - Commercial Lending. This position involves supporting the accurate and timely review of lending documents and related files, ensuring compliance with established procedures, and collaborating with internal teams to resolve documentation issues.

Pay rate range (CAD): $17.60/hr – $25.36/hr

Responsibilities

• Complete assigned investigations, tasks, reports, and file review assessments accurately within established timelines
• Organize documents, gather required information, and verify that lending files are complete, accurate, and ready for review
• Identify and resolve documentation errors, irregularities, and discrepancies in collaboration with team members
• Respond to routine inquiries from internal business partners and operations teams, adhering to established guidelines
• Maintain accurate data and records in accordance with policies, procedures, laws, and regulations
• Escalate issues or exceptions following established procedures
• Contribute to process improvements that enhance the file review process and customer experience
• Apply risk management frameworks and exercise sound judgment within delegated authority

Desired Skill-Set

• Proficiency in Microsoft Word, Excel, and PowerPoint
• Strong organizational and time-management skills, with excellent attention to detail
• Effective verbal and written communication skills in a professional environment
• Proven ability to work collaboratively and contribute effectively to a team
• Ability to follow established procedures and handle sensitive information responsibly
• Basic analytical and problem-solving skills, with the ability to identify discrepancies and exercise sound judgment
• Willingness to learn operational systems and job-specific processes
• Basic understanding of operational and compliance risks
• Typically, one to two years of relevant experience in document review, financial services, lending operations, or records management

Nice to Have

• Office experience in a professional environment
• Background in banking or financial services
• Post-secondary education in a related field or equivalent experience

BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.

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