Lease Portfolio Specialist

RBC; Burlington; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a Portfolio Administrator to enhance client experiences and mitigate operational risks related to leasing products. In this dynamic role, you'll manage cash activities, ensure documentation accuracy, and uphold the company's values in client interactions. Join a progressive team that thrives on collaboration and innovation, where your contributions will have a lasting impact on both clients and communities. This is an excellent opportunity for individuals looking to grow in a supportive environment while delivering trusted advice to clients.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Opportunities for challenging work

Dynamic team environment

Qualifications

• 1-2 years in a client-facing environment required.
• Strong organizational skills and problem-solving abilities needed.

Responsibilities

• Manage cash activities and ensure quality in workflow documentation.
• Fulfill reporting and cash management activities as per schedule.

Skills

Communication

Critical Thinking

Customer Service

Interpersonal Relationship Management

Operational Delivery

Process Improvements

Time Management

Education

High School Diploma

Bachelor's Degree (Preferred)

Job description

Job Summary

Job Description

As the Portfolio Administrator, you play a key role in mitigating client, reputational and operational risk related to simple and complex leasing products and processes, supporting RBC Traditional Leasing services to our business clients. The Portfolio Administration Agent enhances the client experience and mitigates against operational risk through effective portfolio management routines for leasing products e.g. lease contract maintenance and routines, cash application utilizing scheduled reporting and on-line input to various systems measured through established service and quality standards.

What will you do?

• Fulfills reporting and cash management activities and routines as per normal schedule and or lifecycle through various channels i.e. leasing reports, cheques received, other systems (RBC Express).
• Ensures quality, accuracy and alignment to all internal policy and procedure documentation of all incoming and outgoing workflow.
• Advocate of RBC Key Behaviors and consistently demonstrates their positive impact on business and individual performance in day to day activities with team-mates, colleagues and partners: Put clients first, Collaborate as partners, Develop people, Act on our accountabilities, Make decisions faster and Prioritize for greatest impact.
• Effectively and accurately updates reporting such as closing leases on the system as it has been fully paid out or small balance remaining.
• Manages cash by applying cheques activities received to outstanding balance.

What do you need to succeed?

Must-have

• 1-2 years in a client facing environment
• Strong organizational skills and ability to effectively manage time and priorities
• Demonstrated ability to solve problems by generating, evaluating and recommending alternatives
• Ability to discern when to update and seek guidance
• Strong willingness and desire to learn
• Ability to work well within a team and independently
• Preferred Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

• Strong leadership and collaboration
• Strong knowledge of lease, financing and ancillary documentation and credit policies
• Understanding of PPSA laws across the country

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation
• 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

Communication, Critical Thinking, Customer Service, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management

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: 2025-04-03

Application Deadline: 2025-04-17

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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