Lease Underwriting Associate

RBC; Burlington; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive compensation

Job summary

RBC Equipment Finance in Burlington, Canada, is seeking a Lease Underwriting Associate to identify and manage risk in equipment financing transactions. You will partner with Equipment Financing Specialists and internal teams to deliver innovative lease solutions and support RBC’s One RBC ethos.

This role focuses on transaction processing, risk management, client service, and quality assurance, demanding strong math, attention to detail, collaboration, and the ability to work both independently

Qualifications

• > 2-4 years in a fast-paced, client-facing office environment
• > Working knowledge of lease, financing, and ancillary documentation
• > Good math skills and proficiency with Microsoft Office (Excel and Word)
• > Sound judgment and risk assessment capabilities
• > Exceptional attention to detail and commitment to quality
• > Strong communication and collaboration abilities
• > Excellent customer service skills with proven conflict resolution
• > Outstanding organizational and time management skills
• > Self-directed learner with strong willingness to develop capabilities
• > Ability to work both independently and as part of a team
• > Post-secondary education

Responsibilities

• Transaction Processing: Review and process Fast Track deals, ABC renewals, lease restructures and substitutions within established timelines and quality standards.
• Risk Management & Compliance: Identify and elevate transaction risks; ensure compliance with RBC Equipment Finance policies and due diligence requirements.
• Client Service: Deliver excellent client experiences through efficient, accurate transaction handling and timely documentation in systems.
• Quality Assurance: Ensure underwriting accuracy and data integrity; participate in process improvement initiatives.

Skills

Lease knowledge

Risk assessment

Microsoft Excel

Client service

Attention to detail

Communication

Team collaboration

Education

Post-secondary education

Tools

Microsoft Word

Job description

Job Description

What is the opportunity?

As a Lease Underwriting Associate, you’ll play a critical role in RBC Equipment Finance’s growth by identifying and managing risks associated with equipment financing transactions. This position offers the opportunity to work at the intersection of client service and risk management, collaborating with Equipment Financing Specialists, internal partners, and RBC Enterprise Groups to deliver innovative lease solutions. You’ll build expertise in lease structures, equipment valuation, and transaction management while contributing to RBC’s One RBC mindset through seamless cross-functional collaboration.

What will you do?

• Transaction Processing : Review and process Fast Track deals, ABC renewals, lease restructures, amalgamations, and asset substitutions within established timelines and quality standards (80% of role)
• Risk Management & Compliance : Identify and elevate transaction risks; ensure compliance with RBC Equipment Finance policies; conduct comprehensive due diligence on know-your-client and transaction details; adhere to anti-money laundering and fraud prevention requirements (20% of role)
• Client Service : Deliver exceptional client experiences through efficient, accurate transaction handling; document key details in systems; elevate concerns promptly to minimize client impact
• Quality Assurance : Ensure accuracy and completeness of underwriting activities; maintain data integrity across systems; participate in process improvement initiatives

What do you need to succeed?

Must Have

• 2-4 years in a fast-paced, client-facing office environment

• Working knowledge of lease, financing, and ancillary documentation

• Good math skills and proficiency with Microsoft Office (Excel and Word)

• Sound judgment and risk assessment capabilities

• Exceptional attention to detail and commitment to quality

• Strong communication and collaboration abilities

• Excellent customer service skills with proven conflict resolution

• Outstanding organizational and time management skills

• Self-directed learner with strong willingness to develop capabilities

• Ability to work both independently and as part of a team

• Post-secondary education

Nice to Have

• Understanding of RBC Equipment Finance policies and procedures
• Understanding of PPSA/RDPRM laws across Canada

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, competitive compensation
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Account Management, Business Oriented, Insurance Finance and Actuarial Concepts, Insurance Industry, Insurance Operations, Insurance Products, Insurance Regulatory Law, Operational Delivery, Product Knowledge, Results-Oriented

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:

2026-09-03

Application Deadline:

2026-09-18

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.