Portfolio Specialist, Amendment, 12-Month Contract

Posted Yesterday
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Burlington, ON, CAN
Hybrid
52K-78K Annually
Junior
Fintech • Software • Financial Services
The Role
Process and manage amendments to lease and loan transactions (name changes, assignments, co-debtor updates, restructures). Prepare and audit documentation for compliance, communicate with customers, coordinate with credit/risk/legal, submit system updates, meet KPIs/SLA, and support special projects and training documentation in a hybrid, customer-facing role.
Summary Generated by Built In

As a Portfolio Specialist, you can expect to work collaboratively with a team of about 6 on completing changes to retail transactions on, but not limited to, name changes, assignments/assumptions, add/removal of debtors and restructures requests across all business units. You will be ensuring that all lease and loan security 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 is a 12 month contract hybrid position and requires customer contact.

Day to day

  • Transaction Processing: Handle requests for name changes, contract assignments or assumptions, addition or removal of co-debtor, portfolio transfers, restructures, and payment frequency changes
  • Documentation & Compliance: Prepare, review, and send documentation, ensuring compliance and accuracy in customer details, payment terms, and contract identifiers
  • Customer Communication: Provide clear instructions on payment options, insurance requirements, and necessary documentation. Negotiate fees within guidelines. Develop and maintain a positive consultative relationship with customers as it relates to the requests
  • Audit & Requirement Management: Review and audit documents for accuracy, maintain organized records, and follow up for incomplete or missing details/requirements
  • Cross-Team/Department Coordination: Liaise with credit, risk, and legal departments to ensure proper adjudication, contract updates and PPSA registration amendments
  • Process Management: Organize and submit requirements to internal teams for system updates and ensure proper execution
  • Additional Support: Contribute to special projects, departmental initiatives, and provide backup support when necessary
  • Performance & Policy Adherence: Achieve key performance targets (KPIs/SLA), update procedures, and assist with training documentation

All members enjoy

  • Two working days per year volunteering for a local charity
  • Bonus plan
  • Remote working from home opportunities
  • Flexible hours
  • Career development opportunities: online learning, member development programs, Tuition reimbursement program.
  • Outstanding Medical, Dental, Vision and Paramedical benefit programs 
  • Employer paid defined contribution Pension plan
  • Industry leading Vacation package
  • Subsidized Gym membership programs
  • Employee Referral program
  • Open concept modern working environment

“We not only live up to the expectations of our customers for today, but also anticipate their market needs of tomorrow.”

Essentials:

  • Experience in Operations function (preferably in leasing or financing industry) is an asset
  • Strong attention to detail and data entry accuracy
  • Ability to manage multiple priorities under tight deadlines
  • Excellent planning & organizational skills
  • Team-oriented with a proactive mindset in a fast-paced environment
  • Thrives in an independent, goal-driven work setting
  • Strong analytical and problem-solving abilities
  • Effective written, verbal, and interpersonal communication skills
  • Ability to handle complex customer interactions and negotiations professionally
  • Adaptability and openness to change
  • Ability to work in a hybrid work model: in-office twice per week and remote work
  • Proficiency in MS Work & Excel (an asset)
  • Post-secondary education (an asset)
  • Bilingual (French) an asset

Choose wellbeing

DLL’s wellbeing ambition is to educate, equip and empower members to build connections, manage their mental, emotional, physical and financial wellness and maintain balance between work and the other priorities that make up their lives. 

Our four wellbeing categories are as follows:

  • Connection – Build meaningful connections with other DLL members

  • Health – Manage mental, emotional and physical health

  • Finance – Provide learning opportunities to help members achieve personal financial health

  • Lifestyle – Maintain balance between work and life priorities

There are things that matter to our members and the wellbeing of our members matters to DLL.

Settling In

At DLL, we are many things. We are team members, family members, and community members. We are members of society, members of different cultures and nationalities. Members of change. We each have different beliefs, different passions, different viewpoints, talents and interests. We come from different backgrounds, cultures, nationalities and histories.

But for all of our differences, we share one thing in common: each of us are members of DLL.

Our company was founded in the Netherlands. But today we are truly a multinational business. Our unique culture is rooted in higher collaboration, less hierarchy and honest directness that enable us to integrate, ideate and innovate across country lines.

Many companies say they are European, American, Asian or Australian, at DLL we are all these places and more.

We are a cross-culture collaborative – an interconnected network – that comes together every single day with one goal in mind: Partnering for a better world.

Good to know

Desired Primary Work Location: Burlington, ON

Applicable pay range

$52,323.00 - $78,485.00

This position is subject to the terms of DLL’s compensation plans and policies. Further, the position includes all other benefits provided to DLL employees, including healthcare benefits, vacation, sick leave, parental leave, possible discretionary bonuses, and all other benefits that are subject to eligibility. 

  • Deadline for application: Wednesday, August 26, 2026

  • The selection process may involve an assessment.

  • Applications via email will not be reviewed. Please apply online via our career website: www.workingatdllgroup.com 

  • DLL’s referral program applies

  • #LI-AK1

  • For more information, please contact our Talent acquisition partner April Kim via [email protected] 


DLL appreciates the time you spend applying to our openings. We advise only those who qualify for an interview will be contacted. Hiring is subject to the successful completion of a background check.

DLL is an equal-opportunity employer. We are committed to inclusive, barrier-free recruitment and selection processes and work environments. If contacted for an employment opportunity, please advise Human Resources if you require accommodation in accordance with our values and all applicable legislation.

About Us

DLL, a great place to build your career

DLL is a global asset finance company that partners with manufacturers, dealers, distributors, and end users to facilitate access to equipment and technology. Headquartered in Eindhoven, the Netherlands, we operate in over 25 countries, offering financial solutions across various industries. We are also a 100% subsidiary of our parent company Rabobank, one of the world’s largest financial companies. Join our community of over 6.000 members from 75 nationalities! At DLL, our unique culture — shaped by our values (We put our customers first -Together we achieve more-You can count on me - I challenge myself and others to grow) and behaviors that define us — is at the heart of everything we do.

We offer exciting job opportunities where you feel welcomed, respected and empowered to be your authentic self and share your best ideas. At DLL, we believe in the strength of our diverse perspectives and experiences, which make our global community thrive.

You’ll receive competitive pay, generous benefits, health and wellbeing support, and manage your work-life balance through our hybrid working flexibility.

Our global operations offer you a variety of development opportunities and we encourage you to take on new challenges across our departments, businesses and regions.

Our company strategy emphasizes our commitment to sustainable business and making social impact is part of that as well. Together, we’ll “Partner for a better world” to make a positive impact. Joining DLL, means joining a company that consistently scores higher than the industry average in Employee Engagement surveys. This is also being acknowledged through many Great Place to Work certificates. People who work at DLL, like DLL. 

Join us in Partnering for a better world!

Skills Required

  • Strong attention to detail and data entry accuracy
  • Ability to manage multiple priorities under tight deadlines
  • Excellent planning and organizational skills
  • Team-oriented with a proactive mindset
  • Ability to work independently in a goal-driven environment
  • Strong analytical and problem-solving abilities
  • Effective written, verbal, and interpersonal communication skills
  • Ability to handle complex customer interactions and negotiations professionally
  • Experience preparing, reviewing, and sending documentation ensuring compliance
  • Experience liaising with credit, risk, and legal departments
  • Achieve KPIs/SLA and assist with process documentation and training
  • Ability to work in a hybrid model: in-office twice per week and remote
  • Customer contact and consultative relationship management experience
  • Experience in Operations function (preferably leasing or financing industry)
  • Proficiency in Microsoft Word and Microsoft Excel
  • Post-secondary education
  • Bilingual (French)
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The Company
HQ: Eindhoven
5,829 Employees
Year Founded: 1969

What We Do

DLL is a global asset finance company for equipment and technology with a managed portfolio of more than EUR 44 billion. Founded in 1969 and headquartered in Eindhoven, the Netherlands, DLL provides financial solutions within the Agriculture, Clean Energy, Construction, Food, Healthcare, Industrial, Office Equipment, Technology, and Transportation industries in more than 25 countries. The company partners with equipment manufacturers, dealers, distributors, as well as end users, to enable businesses to access equipment, technology, and software more easily. DLL is committed to a more sustainable future for the environment and the communities in which it operates. To advance on this commitment, the company has embedded sustainability into its business strategy. DLL combines customer focus and industry knowledge to provide financial solutions for the complete asset life cycle, including commercial finance, retail finance and used equipment finance. DLL is a wholly owned subsidiary of Rabobank Group.

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