Operations Bilingual Senior Portfolio Specialist

DLL - Financial Solutions Partner - Part of Rabobank; Burlington; On-site; CAD 58,000 - 88,000; Full time

Job summary

A financial solutions provider in Burlington, ON seeks a Bilingual Senior Portfolio Specialist. Responsibilities include processing equipment exchange requests, ensuring compliance in documentation, and maintaining customer communication. Candidates should have strong attention to detail, excellent communication skills, and a proactive approach in a fast-paced environment. This role offers competitive pay and flexible working options.

Benefits

Outstanding Medical, Dental, Vision benefits

Flexible hours

Two days volunteering for charity

Remote working opportunities

Qualifications

• Must be French Bilingual.
• Experience in Operations function is an asset.
• Strong attention to detail and data entry accuracy is required.

Responsibilities

• Handle requests for equipment exchanges and financial adjustments.
• Prepare, review, and send documentation ensuring compliance and accuracy.
• Provide clear instructions on payment options and negotiate fees.

Skills

Attention to detail

Analytical skills

Communication skills

Negotiation skills

Adaptability

Education

Post-secondary education

Tools

MS Word

MS Excel

Job description

As a Bilingual Senior Portfolio Specialist within the Contract Amendment team, you can expect to work collaboratively with a team of about 6 on completing changes to retail transactions on, but not limited to, equipment exchanges, start date changes and financial adjustments across all business units. You will be ensuring that all lease and loan security documentation is accurately completed, updated when required, consistent with credit and legal requirements. Responsible for exercising adherence to : credit and matrix authorizations, system rules, and corporate policies to ensure the accurate completion of documentation while meeting customer expected turnaround-timing commitments.

Please Note the candidate must be French Bilingual.

Find out more here about how you can unleash your full potential at DLL

Day to Day

• Transaction Processing : Handle requests for equipment exchanges, start date changes, financial adjustments, end of term refinances; support frequency changes, restructures
• Documentation & Compliance : Prepare, review, and send documentation, ensuring compliance and accuracy in customer details, payment terms, and contract identifiers
• Customer Communication : Provide clear instructions on payment options, insurance requirements, and necessary documentation. Negotiate fees within guidelines. Develop and maintain a positive consultative relationship with customers as it relates to the requests
• Audit & Requirement Management : Review and audit documents for accuracy, maintain organized records, and follow up for incomplete or missing details / requirements
• Cross-Team / Department Coordination : Liaise with credit, risk, and legal departments to ensure proper adjudication, contract updates and PPSA registration amendments
• Process Management : Organize and submit requirements to internal teams for system updates and ensure proper execution
• Additional Support : Contribute to special projects, departmental initiatives, and provide backup support when necessary
• Performance & Policy Adherence : Achieve key performance targets (KPIs / SLA), update procedures, and assist with training documentation

All members enjoy

• Two working days per year volunteering for a local charity
• Remote working from home opportunities
• Flexible hours
• Outstanding Medical, Dental, Vision and Paramedical benefit programs
• Employee Referral program
• Check this link to an overview of all benefits in your region.
• Experience in Operations function (preferably in leasing or financing industry) is an asset
• Strong attention to detail and data entry accuracy
• Ability to manage multiple priorities under tight deadlines
• Excellent planning & organizational skills
• Team-oriented with a proactive mindset in a fast-paced environment
• Thrives in an independent, goal-driven work setting
• Strong analytical and problem-solving abilities
• Effective written, verbal, and interpersonal communication skills
• Ability to handle complex customer interactions and negotiations professionally
• Adaptability and openness to change
• Ability to work in a hybrid work model : in-office twice per week and remote work
• Proficiency in MS Work & Excel (an asset)
• Post-secondary education (an asset)

DLL’s wellbeing ambition is to educate, equip and empower members to build connections, manage their mental, emotional, physical and financial wellness and maintain balance between work and the other priorities that make up their lives.

Our four wellbeing categories are as follows :

• Connection – Build meaningful connections with other DLL members
• Health – Manage mental, emotional and physical health
• Finance – Provide learning opportunities to help members achieve personal financial health
• Lifestyle – Maintain balance between work and life priorities

There are things that matter to our members and the wellbeing of our members matters to DLL!

Settling In

At DLL, we are many things. We are team members, family members, community member. We are members of society, members of different cultures and nationalities. Members of change. We each have different beliefs, different passions, different viewpoints, talents and interests. We become from different backgrounds, cultures, nationalities and histories.

But for all of our differences, we share one thing in common : each of us are members of DLL.

Our company was founded in the Netherlands. But today we are truly a multinational business. Our unique culture is rooted in higher collaboration, less hierarchy and a honest directness that enable us to integrate, ideate and innovate across country lines.

Many companies say they are European, American, Asian or Australian, at DLL we are all these places and more.

We are a cross-culture collaborative – an interconnected network – that comes together every single day with one goal in mind : Partnering for a better world.

Good to Know

Desired Primary Work Location : Burlington, ON

Applicable Pay Range

58,271.20 - $87,406.80

DLL is considering candidates in numerous locations. The pay estimate displayed represents the typical pay range for candidates hired for this position in the desired primary work location. Pay may be adjusted outside the projected range based on geographical differentiation as well as for any other lawful reason. Additional factors that may be used to determine your actual pay include your specific skills, years of relevant experience you possess, and other work-related qualifications. Many candidates may start in the bottom half of the applicable pay range, especially those with less experience or qualification.

This position is subject to the terms of DLL’s compensation plans and policies. Further, the position includes all other benefits provided to DLL employees, including healthcare benefits, pension plan, vacation, sick leave, parental leave, possible discretionary bonuses, and all other benefits that are subject to eligibility.

• Deadline for application : August 12, 2025 ( Due to high volume of applications this requisition may close prior to posted close date )
• The selection process may involve an assessment.
• Applications via email will not be reviewed. Please apply online via our career website

DLL appreciates the time you spend applying to our openings. We advise only those who qualify for an interview will be contacted. Hiring subject to successful completion of a background check.

DLL is an equal opportunity employer. We are committed to inclusive, barrier-free recruitment and selection processes and work environments. If contacted for an employment opportunity, please advise Human Resources if you require accommodation in accordance with our values and all applicable legislation.

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