Documentation Specialist

Join Our Dynamic Team and Shape the Future of Financial Solutions!

Are you ready to take the next step in your financial services career with a company that values innovation, accountability, and client-first solutions? At Dynamic Capital, we deliver exceptional results through creativity and problem-solving—providing unique funding options through all market cycles. We are passionate about our people, committed to continuous improvement, and driven by doing the right thing for our clients, our partners, and each other.

We foster a culture of growth, learning, and professional development, and we are currently looking for a Documentation Specialist who thrives in a fast-paced environment, takes pride in getting the details right, and is excited about mentoring others and handling more complex, legal-heavy closings.

If you bring 2–5 years of documentation, funding, or legal closing experience in the finance or equipment leasing space, we want to hear from you.

YOUR IMPACT

As a Documentation Specialist, you’ll lead the preparation and review of complex lease and loan documents, mentor and train junior team members, and act as a key resource for legal closings and compliance. You’ll ensure timely, accurate, and complete documentation for both standard and non-standard transactions while collaborating closely with internal teams and external stakeholders. This role requires attention to detail, professionalism under pressure, and the ability to manage multiple transactions at once.

ESSENTIAL RESPONSIBILITIES

Documentation Preparation & Review

• Manage and complete documentation requests for House, Broker, and TPO deals with a high level of accuracy.
• Review and approve documentation packages, ensuring alignment with credit conditions and compliance requirements.
• Act as the lead on legal closings, liaising with external legal counsel, ensuring accuracy in title transfers, registrations, and legal agreements.
• Conduct collateral searches and PPSA registrations, waivers, and discharges.
• Identify and resolve issues that could delay funding or impact deal execution.
• Serve as an escalation point for complex documentation or funding issues.

Deal Closing & Execution

• Oversee the closing process for standard and non-standard deals, including legal documentation and structured transactions.
• Ensure clean, organized documentation for Funding review.
• Coordinate with clients, council, lenders, brokers, and internal stakeholders to ensure all pre-funding requirements are met.
• Monitor for deal deficiencies and lead timely resolutions.

Client & Internal Relationship Management

• Build strong relationships with Account Managers and administrative staff to ensure deals move smoothly through documentation and funding.
• Handle escalated client or partner inquiries related to documentation or closing.
• Support portfolio maintenance needs such as discharges, file updates, and equipment sales.

QUALIFICATIONS & EXPERIENCE 

• 2–5 years of experience in a documentation, funding, legal, or financial services role, preferably in equipment finance or leasing.
• Experience handling legal closings, PPSA registrations, and managing multiple concurrent transactions.
• Proven ability to lead training or mentoring initiatives.
• Strong knowledge of documentation processes, credit conditions, and compliance in lending.
• Proficiency in Microsoft Office, especially Excel and Word; experience using LS or similar internal systems is an asset.
• Bachelor’s degree in Business, Commerce, or a related field is preferred.   

ABOUT DYNAMIC CAPITAL

Dynamic Capital Equipment Finance is a premier heavy equipment finance company with a lease and loan portfolio exceeding $250 million. We specialize in origination, adjudication, documentation, and client servicing across Canada. Our dedicated accounting and finance department plays a crucial role in ensuring client satisfaction and effective asset management.

At Dynamic Capital, we pride ourselves on fostering a collaborative corporate culture where teamwork and innovation drive us toward our shared goals. Since our founding in 2009, we have established ourselves as industry leaders in equipment finance, offering unique funding solutions that empower our clients to grow their businesses. Join Dynamic Capital, where your contributions are valued, and your career can flourish.

What do our employees have to say about working for Dynamic?

“Amazing Teamwork – Open communication” – Rae-Ann Klay, Senior Documentation Specialist

“The Dynamic Team creates opportunities for career growth and personal development by truly caring about its people and their progress.” – Nicola Charlesworth, Portfolio Analyst

“I enjoy the fast-paced, high performing environment of the Dynamic Capital team. We are a collaborative team that is dedicated to our clients.” – Taylor House, Account Manager

“Abundance of training materials, and lots of support from the team to set you up for success in your role.” – Kitty Liang, Sr. Credit Analyst

“Everyone is approachable, helpful, teamwork throughout the whole company to get deals done and great support.” – Shauna Krissa, Team Lead – Funding

“Our people are our greatest strength – they provide the next level service that keep our clients coming back!” Dustin White, CEO

CONTACT

If you are interested in applying, please submit your cover letter and resume to peopleandculture@dynamiccapital.ca. Address your cover letter to the People and Culture team.
While we appreciate the interest of all applicants, only those selected for an interview will be contacted.