Lease Servicing Specialist

at  Dynamic Capital Equipment Finance

Calgary, AB, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate01 Oct, 2024Not Specified01 Jul, 2024N/AFinance,QuickbooksNoNo
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Description:

JOIN OUR DYNAMIC TEAM AND SHAPE THE FUTURE OF FINANCIAL SOLUTIONS!

Are you ready to embark on a fulfilling career with a company that truly values innovation, customer focus, and accountability? At Dynamic Capital, we are dedicated to delivering exceptional results by providing creative funding solutions across all market cycles. We thrive on finding the best outcomes for our clients’ financing needs through creativity and thorough problem-solving. Our team excels in delivering outstanding
customer experience, keeping our clients at the heart of everything we do.
Taking full responsibility for our actions ensures seamless execution and removes barriers for both our team and our clients. We continuously seek improvements and innovations, striving for excellence and efficiency in all our endeavors. Integrity and ethics guide us, and we face tough conversations and decisions head-on, always choosing the right path.
At Dynamic Capital, we believe in the growth and development of our employees. We provide ample opportunities for career advancement, continuous learning, and professional development. Our supportive and collaborative environment ensures that you have the resources and encouragement you need to succeed and achieve your career goals.
As a Lease Servicing Specialist, you’ll be at the heart of our financial operations, ensuring accuracy and efficiency in daily activities. You’ll monitor bank accounts, manage ACH collections, perform monthly reconciliations, and execute customer payout requests and contract amendments. This role requires a high degree of accuracy and attention to detail as responsibilities directly affect the customer experience and financial reporting. This dynamic position offers a blend of routine responsibilities and special projects, providing ample opportunities for professional growth. Join us and make a meaningful impact on our team.
If you’re looking for a role that offers growth, supports your career aspirations, and values community involvement, consider joining Dynamic Capital as an Accountant – Lease Servicing Specialist. Discover how our organization operates and seize limitless opportunities to advance your career with us!

EDUCATION AND EXPERIENCE

  • A Bachelor’s degree in Accounting, Finance, Business Management, or a related field, or equivalent work experience is required.
  • Prior experience in equipment finance or lease/loan servicing is highly desirable.
  • Proficiency in QuickBooks is a strong advantage.
  • Experience in equipment finance or lease/loan servicing is an asset.

EXPERIENCE

Bachelor’s degree in Accounting, Finance, Business Management, or a related field, or equivalent work experience is required

Responsibilities:

  • Daily Operations:
  • Monitor bank accounts daily for returned payments and update leasing software.
  • Accurately enter returned payment journal entries into QuickBooks.
  • Complete tasks on time with high accuracy to avoid discrepancies.
  • Ensure adherence to internal controls, processes, and company policies.
  • Monthly Reconciliation:
  • Perform monthly AR reconciliation.
  • Assist with planning, preparation, and coordination of reports on a monthly, quarterly, and annual basis.
  • ACH Collections and Payments:
  • Set up ACH collections/payments for AP invoicing, returned payment collections, and other requirements.
  • Post ad hoc ACH collections journal entries.
  • Post AP payment journal entries.
  • Customer Payouts and Amendments:
  • Prepare payout statements for customers.
  • Execute payouts in leasing software upon receipt of funds.
  • Prepare contract amendments for partial payouts, payment change requests, and other miscellaneous amendments.
  • Post payout and amendment journal entries.
  • Lease and Loan Servicing:
  • Coordinate lease and loan servicing, including contract payouts, amendments, and monthly collections.
  • Ensure deals are booked into Leasespark accurately.
  • Collaboration and Communication:
  • Work closely with the CFO, Accounting and Finance team in all areas of day-to-day financial activities.
  • Continually identify opportunities and implement initiatives to improve service to customers.
  • Internal Controls and Processes:
  • Establish, monitor, and document internal controls and processes.
  • Identify opportunities for process improvements and implement initiatives.
  • Ad Hoc and Special Projects:
  • Participate in ad hoc and special projects as necessary.


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Accounting finance business management or a related field or equivalent work experience is required

Proficient

1

Calgary, AB, Canada