Portfolio Specialist, Operations, Contract

Overview

As a Portfolio Services Administrator, you can expect to work collaboratively with a team of about 4 colleagues on General Ledger (GL) fund management and various reports. You will be ensuring that all lease and loan forms and/or 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.

This position is responsible for supporting the Portfolio Services Department in various administrative responsibilities. Please note this is a 6-month contract hybrid position and requires customer contact.

Day to day

Day to day

• Payment & Account Administration
• Investigate and assist with identifying incoming unidentified payments.
• Liaise ...