Portfolio Specialist, Operations

DLL

Portfolio Specialist managing lease and loan documentation while collaborating with finance teams at DLL. Ensuring compliance and delivering timely financial services to customers and vendors.

Posted 6/3/2026contractBurlington • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Investigate and assist with identifying incoming unidentified payments.
Liaise with customers to resolve outstanding payment identification issues.
Conduct follow‑ups with customers and vendors as required, including: Cheque inquiries (e.g., name mismatches, unsigned cheques)
Payment processing issues (PAPP rejections, setup issues)
Review cheque inquiries and submit appropriate documentation to create and apply fees.
Reconcile accounts as required to ensure accuracy and completeness.
Manage and maintain GL reports by: Ensuring all received payments are applied to the correct contracts
Reviewing, actioning, updating, and commenting on GL reports on a monthly basis
Prepare and review reports, including: End‑of‑term asset status reports
Automatic payment corrections
Term adjustments
Purchase Option adjustments
System yield audits
Conduct assigned daily, weekly, monthly, and ad‑hoc/system audits, documenting and completing findings as required.
Validate and approve equipment exchanges
Collaborate with internal departments to complete requests efficiently.
Ensure accurate and timely system updates and processing of paperwork within 24 hours of receiving all required information.
Act as backup support for team members as assigned by the Manager.
Meet or exceed established daily, weekly, and monthly KPIs and SLAs.
Participate in system enhancements, automation testing, and special projects as requested by management.
Support team workload distribution by completing additional administrative responsibilities as needed.

Requirements

What you’ll need

Post-Secondary education an asset, minimum of high school education required
Strong attention to detail and excellent keying data entry skills
Having worked in a Finance or Operations function with leasing or financing industry experience considered an asset
Ability to manage multiple priorities within tight timeframes while maintaining ongoing attention to detail while meeting set deadlines.
Must be self-directed, decisive and goal oriented.
Comfortable working in an empowered work environment with established goals/expected results and limited step-by-step direction.
Ability to embrace and champion change
Capable of driving growth capacity by continuously looking for better ways to improve processes
Excellent problem-solving skills along with logical thinking
Excellent verbal and written communication skills along with effective interpersonal skills
Able to work independently
Excellent planning & organizational skills
Solid team player with the ability to work in a very demanding, fast-paced environment
Proficient in MS Word & Outlook; strong proficiency in MS Excel

Benefits

Comp & perks

Remote working from home opportunities
Flexible hours
Career development opportunities: online learning, member development programs, Tuition reimbursement program.
Employee Referral program
Open concept modern working environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data entrypayment processingaccount reconciliationreport preparationsystem auditspayment identificationfee applicationautomatic payment correctionsterm adjustmentspurchase option adjustments

Soft Skills

attention to detailproblem-solvingcommunicationinterpersonal skillsorganizational skillsself-directeddecisivegoal orientedability to manage multiple prioritiesteam player