Document Review Specialist - Commercial Lending

Job summary

Review commercial lending documents and files for completeness, accuracy, and compliance with established procedures, while meeting assigned timelines. Resolve or escalate documentation discrepancies, respond to routine internal inquiries, maintain accurate records, and contribute to process improvements.

Job details

Are you a detail-oriented professional with experience in document review? Apply Now! Working with one of our top financial clients, this role calls for a Document Review Specialist - Commercial Lending. This position involves supporting the accurate and timely review of lending documents and related files, ensuring compliance with established procedures, and collaborating with internal teams to resolve documentation issues. Pay rate range (CAD): $17.60/hr – $25.36/hr Responsibilities Complete assigned investigations, tasks, reports, and file review assessments accurately within established timelines Organize documents, gather required information, and verify that lending files are complete, accurate, and ready for review Identify and resolve documentation errors, irregularities, and discrepancies in collaboration with team members Respond to routine inquiries from internal business partners and operations teams, adhering to established guidelines Maintain accurate data and records in accordance with policies, procedures, laws, and regulations Escalate issues or exceptions following established procedures Contribute to process improvements that enhance the file review process and customer experience Apply risk management frameworks and exercise sound judgment within delegated authority Desired Skill-Set Proficiency in Microsoft Word, Excel, and PowerPoint Strong organizational and time-management skills, with excellent attention to detail Effective verbal and written communication skills in a professional environment Proven ability to work collaboratively and contribute effectively to a team Ability to follow established procedures and handle sensitive information responsibly Basic analytical and problem-solving skills, with the ability to identify discrepancies and exercise sound judgment Willingness to learn operational systems and job-specific processes Basic understanding of operational and compliance risks Typically, one to two years of relevant experience in document review, financial services, lending operations, or records management Nice to Have Office experience in a professional environment Background in banking or financial services Post-secondary education in a related field or equivalent experience BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled. Privacy Policy

What you’ll do

Review commercial lending documents and files for completeness, accuracy, and compliance with established procedures, while meeting assigned timelines. Resolve or escalate documentation discrepancies, respond to routine internal inquiries, maintain accurate records, and contribute to process improvements.

Requirements

Candidates should have strong organizational, time-management, communication, and teamwork skills, with attention to detail and the ability to handle sensitive information responsibly. Typically, one to two years of relevant experience in document review, financial services, lending operations, or records management is expected; proficiency in Microsoft Office and basic analytical skills are also desired.

Listed skills

• Time management · Preferred
• Teamwork · Preferred
• written communication · Preferred
• Problem solving · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Compliance · Preferred
• Microsoft Excel · Preferred
• Risk Management · Preferred
• Microsoft Word · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Document Review
• Commercial Lending
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Attention To Detail
• Organization
• Time Management
• Verbal Communication
• Written Communication
• Teamwork
• Compliance
• Records Management
• Data Accuracy
• Problem-Solving
• Risk Management

Job areas

• Finance & Accounting
• Administrative

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