Equipment Finance Associate

RBC; Burlington; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Canada is seeking an Equipment Finance Associate to manage leasing administration and enhance the client experience. In this role, you will oversee leasing transactions, ensuring accuracy and compliance with policies. The ideal candidate will be adaptable, detail-oriented, and possess strong communication skills. This is a full-time position based in Burlington, offering competitive benefits and opportunities for professional growth.

Benefits

Work in a dynamic, collaborative team

Opportunities for challenging work

Ability to make a lasting impact

Qualifications

• Ability to manage leasing administration and fulfillment for leasing transactions.
• Strong knowledge of leasing products, processes, and procedures.
• Experience with documentation and communication in a financial setting.

Responsibilities

• Update required information for all assigned leasing transaction details.
• Produce accurate contract documentation and submit to clients.
• Reconciliation of all invoices and proof of payments to mitigate credit risk.

Skills

Adaptability

Client Centricity

Communication

Problem Resolution

Risk Mitigation

Job description

Overview

Job Description

The Equipment Finance Associate plays a key national middle office role in mitigating client, reputational and operational risks related to simple and complex leasing processes, while supporting RBC Leasing products and services to business clients and partners. As an Equipment Finance Associate, you are responsible for enhancing the client experience through the effective management of leasing administration and fulfillment for leasing transactions. The Equipment Finance Associates support revenue growth, operational effectiveness and risk mitigation balance through effective end to end preparation and co-ordination of lease documentation process once approved through to the funding stage.

Responsibilities

• Timely and accurate update of required information for all assigned leasing transaction details e.g. supplier, banking and equipment details, last activity using multiple systems and technology applications.
• Production of accurate and timely contract documentation (100%) and submission to the client for execution in line with the transaction approval, policy, procedures and PPSA laws
• Timely follow up and collection of documentation and information with key contract contacts e.g. client, suppliers, insurance brokers by phone and/or email required to complete the transaction
• Reconciliation of all invoices and proof of payments ensuring alignment to the contract approval and policy and procedures. This involves collecting payment receipts and matching invoices to the transaction online approval. This involves accounting for every proof of payment to mitigate credit risk.
• Timely follow up and resolution of any deficiencies/out of orders with the client, internal/external partners
• Complete all security registration in line with the transaction approval, policy and procedures and Personal Property Security Act and data input into the technology application. This can include search of registry service, obtaining waivers to mitigate risk to the bank. Complexities arise due to varying provincial regulations.
• Use internal/external resources to investigate evaluate and resolve issues that will impede funding in line with policy/process/procedural guidelines in order to satisfy the client needs/client escalation
• Proactively assist other team members during peak period, sundry absences and vacations ensuring that established client commitments, quality and service levels are maintained
• Provide after sales support by liaising with internal partners (including Business Development Officer (BDO)), vendors, customers, other financial institutions and other internal partners to clarify transactions. Activities related to this responsibility include: follow-up on missing information required to start and complete transactions; collect information to execute documentation using strong knowledge of leasing products, processes, procedures and provincial tax regulations and Personal Property Security Act (PPSA)
• Upon review of the transaction approvals on the system, identify and proactively make recommendations to internal partners regarding leasing options and products to ensure enhanced customer experience, mitigate any credit and operational risk in order to expedite the transaction to close.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Job Skills

• Adaptability
• Business
• Business Development
• Client Centricity
• Communication
• Critical Thinking
• Curiosity
• Customer Experience (CX)
• Customer Service
• Documentations
• Information Collection
• Payment Handling
• Problem Resolution
• Procedural Documentation
• Risk Mitigation

Additional Job Details

• Address: 5575 NORTH SERVICE RD:BURLINGTON
• City: Burlington
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-09-23
• Application Deadline: 2025-10-01

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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