Finance Administrator

Drive financing progression and deal readiness (30–35%)

• Coordinate financing activities from quote through funding and credit release

• Structure finance transactions in alignment with lender and program requirements

• Prepare and manage finance quotes and related documentation

• Ensure financing terms, rates, and structures are accurately reflected in systems

• Monitor deal progression and escalate risks or delays to appropriate stakeholders

• Ensure all approved conditions are satisfied prior to credit release and invoicing

Credit application and documentation management (20%)

• Collect, review, and validate credit applications, AML/KYC, and supporting documentation

• Understanding of AML/KYC and compliance requirements

• Gather insurance certificates, void cheques, and corporate registry documentation

• Coordinate completion of required documentation and ensure accuracy and completeness

• Maintain organized, complete, and audit-ready deal files

• Input and manage data within financing systems

Funding, lender coordination and credit release (20–25%)

• Submit and manage financing applications through captive and third-party lenders

• Familiarity with lending terms, leasing structures, and funding workflows

• Coordinate with internal credit teams and external lenders to obtain approvals

• Manage conditions precedent and funding requirements

• Assemble complete funding packages to support timely funding

• Timely and accurate progression of deals from application through funding and credit release

• Strong knowledge of equipment financing processes and documentation

• Issue credit release authorization once all funding requirements are satisfied

• Ensure all transactions meet risk, compliance, and funding standards

Deal coordination and process execution (10–15%)

• Track deal progression and maintain accurate status updates within systems

• Coordinate follow-ups related to outstanding documentation and funding conditions

• Collaborate with Sales and internal stakeholders to support deal execution timelines

• Maintain accurate deal records and documentation tracking

Trade processing and administrative coordination (10–15%)

• Coordinate and process trade-in transactions, including documentation and ownership verification

• Manage trade payoff requirements and internal trade-clearing processes

• Proper execution of trade processing and registry requirements

• Prepare registry searches and registrations (PPSA and corporate registries)

• Maintain accurate records of financing and trade activity

• Support general administrative functions related to financing and deal processing

Compliance and process management (5–10%)

• Ensure compliance with lender requirements, company policies, and regulatory standards

• Maintain audit-ready financing documentation and records

• Identify risks, discrepancies, or gaps and escalate appropriately

• Support continuous improvement of financing processes and workflows

Education & Experience

• 3–5+ years of experience in financing administration, lending, or sales support

• Experience in equipment finance, leasing, banking, or commercial finance environments preferred

• Proficiency with Microsoft Office and financing/CRM systems

• Post-secondary education in business, finance, or related field is considered an asset

• Experience in structured, process-driven environments preferred

Preferred (Non-mandatory) Skills:

• Equipment financing workflows and documentation processes

• Lending systems and financing platforms

• PPSA, lien registration, and corporate registry requirements

• Insurance requirements related to financed equipment

• Regulatory and compliance requirements

• Sales and deal lifecycle processes

Soft Skills

• Strong organizational and time management skills

• High attention to detail and data accuracy

• Ability to manage multiple transactions in a fast-paced environment

• Strong analytical and problem-solving capabilities