Senior Documentation Specialist

National Bank of Canada; Mississauga; Hybrid; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a detail-oriented professional to support the documentation process for franchise finance transactions. You will prepare loan and security documents, ensure compliance, and collaborate with lenders, lawyers, and other institutions.

The role emphasizes bilingual English/French communication, knowledge of provincial security registrations, and strong document management within a team of about twenty. Hybrid work is available with 2–3 days remote.

Qualifications

• Degree or diploma in administration, legal, or business affairs.
• Bilingual: English & French; working with English & French speaking clients and documents.
• At least 1 year in documentation, financial services, or as a legal assistant/law clerk.
• Formal law clerk training or legal certification is a plus.
• Familiar with provincial security registration systems and ability to review cross-Canada searches and register personal property liens.

Responsibilities

• Proactively support processing of approved transactions including preparation of loan and security documents.
• Ensure compliance with transaction requirements using prudent lending standards.
• Maintain communication with parties involved (other financial institutions, lawyers).
• Ensure proper security registrations are in place.
• Manage insurance coverage and review process for transactions.
• Process PPSA searches, registrations, and discharges as required.
• Process vendor, third party and external counsel invoices.
• Collect and verify all credit requirements from approvals.
• Provide standard and customized reporting to lenders as requested.
• Collect and reconcile invoices and proofs of payment for progress draws and funding.
• Review leases and franchise agreements for accuracy.
• Prepare ancillary documents for portfolio and account management.

Skills

Accountability

Client-focused

Communication

Diversity & Inclusion

Driving Results

Emotional Intelligence

Empathy

Humility

Initiative

Learning Agility

Resiliency

Teamwork

Education

Degree or Diploma in Administration/Business/Legal

Tools

Microsoft Office Suite

Job description

Your job:

• Proactively support the processing of approved transactions by timely attending to the preparation of all documentation and process requisites including the preparation of all loan and security documents pertaining to the transaction
• Ensure compliance with all transaction requirements using prudent practice and commercial lending standards
• Establish and maintain effective communication with the various parties involved with files (other financial institutions, lawyers)
• Ensure proper security registrations are in place
• Manage the insurance coverage and review process for the various transactions
• Process searches, registrations, and discharges of documentation under PPSA as required
• Process vendor, third party and external counsel invoices
• Ensure and manage the collection of all credit requirements stipulated on approval are received
• Provide standard and customized reporting to Lenders as requested
• Collect and reconcile all invoices and proof of payment against all progress draws requests and prepare transaction for funding
• Review and confirm the accuracy of leases and franchise agreements
• Attend to the preparation of ancillary documents for portfolio and account management

Your team:

As part of Franchise Finance specialized lending team, you’ll be part of a strategic team of around twenty individuals and you’ll report directly to the Manager, Documentation. Our team stands out for its excellence, specialization, collaborative spirit, and ability to adapt to changes with various day-to-day tasks. Working hours are weekdays with the possibility of working from home 2-3 days per week.

You can access personalized training content on such topics as business financing administration and transaction services to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites

• A degree or diploma hangs on your wall that highlights your expertise in administration, legal, or business affairs
• Bilingual. Working with English & French speaking clients and documents; you are well versed in both languages.
• You’ve spent at least one year working in a documentation, financial services or as a legal assistant/law clerk.
• Any formal law clerk training or legal certification would be a definite asset!
• You know your way around provincial security registration systems and can review cross-Canada searches and know how to register personal property liens & other securities as required.
• Most importantly, you are tech savvy. Microsoft Office Suite is the base foundation of your knowledge, and you have no troubles learning new software on the fly! In fact, learning and applying new knowledge in every situation is what sets you apart from your peers.

Reason to required English

To work closely with our colleagues outside Quebec

Languages

French, English

Required skills

Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!