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Senior Operations Consultant - Documentation Manager (Leasing & Equipment Finance)

Toronto, , Canada

Job Description:

Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Following the acquisition of Merrill Lynch on January 1, 2009, Bank of America is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes serving corporations, governments, institutions and individuals around the world.  In Canada, Bank of America has a strong market position on which to continue to build, as well as a clear commitment to the market. 


  • Reviewing of loan/lease documentation, funding and set-up on system of record

  • Interfacing on a daily basis with underwriters, portfolio managers, customers and other internal business partners to ensure transactions are processed within agreed upon SLAs

  • Update of Exceptions Tracking System for receipt of lease/loan monitoring requirements

  • Interface with Records Administration to assure proper routing and scanning of documents

  • Exception escalation/reporting/resolution in conjunction with Credit team and external business partners

  • Responding to requests for information, communicating issues to appropriate parties and ensuring that responses to customers are prompt, professional and courteous

  • Special projects as required


  • Bachelor Degree or equivalent preferred

  • 7+ years of commercial lease/loan documentation experience along with 5+ years of management experience

  • Proficient in Word, Excel, and PowerPoint

  • Knowledge of PPSA or UCC filing requirements

  • Knowledge of commercial insurance requirements

  • Self-starter with excellent verbal, written and people skills

  • Detail oriented and strong ability to multi-task in a fast paced environment

Desired Skills & Experience:

  • Knowledge of motor vehicle title requirements

  • Knowledge of Super-Trump or T-Value

Additional Qualifications

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

  • Excels in working among diverse viewpoints to determine the best path forward

  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

  • Commitment to challenging the status quo and promoting positive change

  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

What Bank of America Offers

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer.

Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Learn more about this role

Full time


Manages People:


Talent Acquisition Contact:

Referral Bonus:

Check out the Toronto office

Located in Canada’s financial capital, we’re connected via the PATH underground network to hotels, shopping and major attractions like the CN Tower and the Hockey Hall of Fame.

Close-up side shot of the words Bank of America Merrill Lynch on outside office wall

Street Address

Primary Location:
181 BAY ST, Toronto, M5J 2V8