Job Title: Documentation Specialist
Reports to: Operations Manager and VP, Operations
Department: Operations/Administration

Purpose

The Documentation Specialist is responsible for preparing and managing documents for approved transactions, receiving and vetting of completed documents, ensuring Essex’ security position through PPSA, co-ordinating vendor payments and booking contracts into the portfolio management system. 

Corporate Responsibility

At Essex, one of our goals is to be recognized as one of Western Canada’s leading companies. We strive to have an economic and social impact, providing responsible leadership in the marketplace, the workplace and in the communities where we live and work. We operate in an environment where trust is paramount. As a company and as employees, we will conduct ourselves with the highest standards of integrity and professionalism at all times.

Individual Key Contributions/Responsibilities

Administration & Documentation

• • Prepare lease and loan documentation for new transactions, send out for signing through DocuSign, vet completed documentation packages to ensure conformity to approval terms and, ensure all standard security requirements are met to ensure Essex’ security is properly protected
  • Effect PPSA Registrations, and searches and waivers if applicable, on all new transactions to confirm Essex is in a priority secured position
  • Request and verify adequate insurance coverage on leased or collateral equipment subject to contracts
  • Accurately enter and post transactions into portfolio management system (Aspire)
  • Assist sales force with obtaining required items for thorough preparation of documents and complete funding packages
  • Accurately and effectively process approved contract modifications and terminations
  • Process full and partial contract payouts, including related amending agreements and documentation

Continuous Learning

• • Keep abreast of changes and developments in the industry and in technology applicable to Essex
  • Keep abreast of changing rules and regulations pertaining to government legislation affecting the business unit and the industries which Essex serves

Customer Focus

• • Make customers and business contacts feel comfortable, important and secure in their dealings with us, whether in person, by phone, or by correspondence

Personal Conduct

• • Maintain physical site and departmental security in accordance with departmental and corporate policies
  • Maintain strict confidentiality of Essex’ operations, customers and business partners.
  • Identify and investigate any questionable situations/transactions to protect Essex’ position against possible loss

Qualifications and Assets

• Prior Documentation and/or Lease/Loan Administration
• Post secondary education in Business Administration or Finance would be an asset
• Knowledge of PPSA registration systems would be an asset
• Understanding or familiarity of contract law would be asset.
• Must have proficient knowledge of Microsoft products (Word, Outlook, Excel)
• Knowledge of T-Value (amortization software) would be an asset
• Working knowledge of financial leasing and portfolio management software (Aspire)
• Ability to quickly learn new products and technology
• Must have the ability to prioritize heavy workloads and work effectively under pressure in a fast-paced environment
• High degree of organization with ability to multi-task and meet competing deadlines 
• Detail oriented with a focus on accuracy

Position: Business Development Manager
Effective: Immediately
Territories: Saskatchewan/Manitoba

An expanding Canadian financial institution that offers equipment financing solutions is seeking a highly motivated professional Business Development Manager. This is a fulltime permanent position reporting to the Vice President of Sales.

• Grow opportunities (sales) within Essex’s existing account base, grow new additions to account base thru prospecting and relationship building.Ultimately, growing sales through these avenues.
• Manage relations within existing account base, secure appointments as necessary, visitation as necessary, collect new financial information as required, present terms & conditions of approvals (pre-approvals) and secure on-going business.
• Manage above activity list with NEW account opportunities as well, focused primarily on targeted “end-user” opportunities, specific to industries in which Essex has in-depth knowledge and expertise, with prospecting and relationship building components added.
• Address client concerns and ensure resolution of issues in a timely manner, with follow-up as appropriate.
• Retain accounts through the development of strong relationships with key decision makers and influencers with each organization.
• Deliver ongoing “market intelligence” and assessment of competitors, with a focus on the future and value creation, to senior management at Essex.
• Proactively identify accounts whose business may be changing (growing or shrinking),address any “at risk” accounts and develop a plan of action, with senior management, to accommodate the specific needs of each account.
• Proactively conduct strategic account reviews, with all assigned clients, on a regular basis (annually at minimum) to review specific needs and identify opportunities for additional business.

The successful candidate will:

• Possess excellent communication skills, both written and oral
• Bring and develop an effective marketing approach to developing new business opportunities
• Be professional and self-motivated with a high sense of integrity
• Be detail oriented
• Have strong presentation, strategic thinking, negotiation and closing skills
• Have a natural ability at building authentic customer relationships, and the ability to interact effectively with a broad spectrum of employees at all levels
• Have excellent time management skills and the ability to manage multiple tasks and priorities

Required Education and Experience: 

• Post-Secondary Degree in relevant field; Business, Marketing, Commerce strongly requested.
• 3-5 Years Related Experience in Financial, Leasing, Banking Industry 
• Competent in use of Excel, Word, Power Point

What We Offer:

Business Development Managers are directly responsible for the generation of new business through inbound and outbound channels while building long term lasting relationships. 

Compensation:

• Base salary plus a commission structure based on closed leads
• Comprehensive medical and dental benefits
• Extensive training in sales, marketing and credit adjudication
• Car Allowance

Essex Lease Financial Corporation is a Canadian based financial services company located in Calgary, Alberta. For over 30 years, Essex has provided new & used equipment financing and leasing solutions to businesses across Canada.

Essex emphasizes strength of character and equipment as primary criterion for lending. Essex’s professional approach to lending, expedient service and detailed industry knowledge, appeal to new and repeat clients, in a wide range of industries.

Please browse our Website @ www.elfc.ca and contact us for more detailed information about Essex and the financial services we provide.

Position: Business Development Manager
Effective: Immediately
Territories: Ontario

An expanding Canadian financial institution that offers equipment financing solutions is seeking a highly motivated professional Business Development Manager. This is a fulltime permanent position reporting to the Vice President of Sales.

• Grow opportunities (sales) within Essex’s existing account base, grow new additions to account base thru prospecting and relationship building.Ultimately, growing sales through these avenues.
• Manage relations within existing account base, secure appointments as necessary, visitation as necessary, collect new financial information as required, present terms & conditions of approvals (pre-approvals) and secure on-going business.
• Manage above activity list with NEW account opportunities as well, focused primarily on targeted “end-user” opportunities, specific to industries in which Essex has in-depth knowledge and expertise, with prospecting and relationship building components added.
• Address client concerns and ensure resolution of issues in a timely manner, with follow-up as appropriate.
• Retain accounts through the development of strong relationships with key decision makers and influencers with each organization.
• Deliver ongoing “market intelligence” and assessment of competitors, with a focus on the future and value creation, to senior management at Essex.
• Proactively identify accounts whose business may be changing (growing or shrinking),address any “at risk” accounts and develop a plan of action, with senior management, to accommodate the specific needs of each account.
• Proactively conduct strategic account reviews, with all assigned clients, on a regular basis (annually at minimum) to review specific needs and identify opportunities for additional business.

The successful candidate will:

• Possess excellent communication skills, both written and oral
• Bring and develop an effective marketing approach to developing new business opportunities
• Be professional and self-motivated with a high sense of integrity
• Be detail oriented
• Have strong presentation, strategic thinking, negotiation and closing skills
• Have a natural ability at building authentic customer relationships, and the ability to interact effectively with a broad spectrum of employees at all levels
• Have excellent time management skills and the ability to manage multiple tasks and priorities

Required Education and Experience: 

• Post-Secondary Degree in relevant field; Business, Marketing, Commerce strongly requested.
• 3-5 Years Related Experience in Financial, Leasing, Banking Industry 
• Competent in use of Excel, Word, Power Point

What We Offer:

Business Development Managers are directly responsible for the generation of new business through inbound and outbound channels while building long term lasting relationships. 

Compensation:

• Base salary plus a commission structure based on closed leads
• Comprehensive medical and dental benefits
• Extensive training in sales, marketing and credit adjudication
• Car Allowance

Essex Lease Financial Corporation is a Canadian based financial services company located in Calgary, Alberta. For over 30 years, Essex has provided new & used equipment financing and leasing solutions to businesses across Canada.

Essex emphasizes strength of character and equipment as primary criterion for lending. Essex’s professional approach to lending, expedient service and detailed industry knowledge, appeal to new and repeat clients, in a wide range of industries.

Please browse our Website @ www.elfc.ca and contact us for more detailed information about Essex and the financial services we provide.

Position: Business Development Manager
Effective: Immediately
Territories: British Columbia

An expanding Canadian financial institution that offers equipment financing solutions is seeking a highly motivated professional Business Development Manager. This is a fulltime permanent position reporting to the Vice President of Sales.

• Grow opportunities (sales) within Essex’s existing account base, grow new additions to account base thru prospecting and relationship building.Ultimately, growing sales through these avenues.
• Manage relations within existing account base, secure appointments as necessary, visitation as necessary, collect new financial information as required, present terms & conditions of approvals (pre-approvals) and secure on-going business.
• Manage above activity list with NEW account opportunities as well, focused primarily on targeted “end-user” opportunities, specific to industries in which Essex has in-depth knowledge and expertise, with prospecting and relationship building components added.
• Address client concerns and ensure resolution of issues in a timely manner, with follow-up as appropriate.
• Retain accounts through the development of strong relationships with key decision makers and influencers with each organization.
• Deliver ongoing “market intelligence” and assessment of competitors, with a focus on the future and value creation, to senior management at Essex.
• Proactively identify accounts whose business may be changing (growing or shrinking),address any “at risk” accounts and develop a plan of action, with senior management, to accommodate the specific needs of each account.
• Proactively conduct strategic account reviews, with all assigned clients, on a regular basis (annually at minimum) to review specific needs and identify opportunities for additional business.

The successful candidate will:

• Possess excellent communication skills, both written and oral
• Bring and develop an effective marketing approach to developing new business opportunities
• Be professional and self-motivated with a high sense of integrity
• Be detail oriented
• Have strong presentation, strategic thinking, negotiation and closing skills
• Have a natural ability at building authentic customer relationships, and the ability to interact effectively with a broad spectrum of employees at all levels
• Have excellent time management skills and the ability to manage multiple tasks and priorities

Required Education and Experience: 

• Post-Secondary Degree in relevant field; Business, Marketing, Commerce strongly requested.
• 3-5 Years Related Experience in Financial, Leasing, Banking Industry 
• Competent in use of Excel, Word, Power Point

What We Offer:

Business Development Managers are directly responsible for the generation of new business through inbound and outbound channels while building long term lasting relationships. 

Compensation:

• Base salary plus a commission structure based on closed leads
• Comprehensive medical and dental benefits
• Extensive training in sales, marketing and credit adjudication
• Car Allowance

Essex Lease Financial Corporation is a Canadian based financial services company located in Calgary, Alberta. For over 30 years, Essex has provided new & used equipment financing and leasing solutions to businesses across Canada.

Essex emphasizes strength of character and equipment as primary criterion for lending. Essex’s professional approach to lending, expedient service and detailed industry knowledge, appeal to new and repeat clients, in a wide range of industries.

Please browse our Website @ www.elfc.ca and contact us for more detailed information about Essex and the financial services we provide.