[Remote] Documentation and Funding Specialist
Note: The job is a remote job and is open to candidates in USA. TFG Financial is one of the largest independent commercial equipment finance companies in Canada, focusing on making equipment financing easy. The Documentation and Funding Specialist prepares lease and loan documentation, facilitates customer finance applications, and supports the sales team in managing customer requests.
Responsibilities
- Facilitate the creation and collection of documentation from submission to funding
- Using a high level of organization and accuracy to keep and maintain all records and documents
- Respond to requests for information by way of email
- Make outbound calls to facilitate document collection process
- Complete the audit and funding process of equipment finance transactions
- Prepare funding and reporting packages by gathering required information and ensuring accuracy
- Update CRM with data including, change of status, contact information and notes or activities
- Escalate problems or situations to the appropriate manager for resolution
Skills
- A strong sense of integrity, professionalism and a results-oriented attitude to continually improve processes and systems, enhance efficiency, and contribute to overall organizational success
- Works well under pressure to meet ongoing and overlapping deadlines within short time constraints
- Detail oriented and able to identify errors
- Effective communication, organization and interpersonal skills
- Advanced skills with Microsoft Office products
- 1+ years of relevant experience
- Post-secondary diploma or bachelor's degree is an asset
Benefits
- Employer paid benefits
- Medical and dental plan includes vision care and life insurance
- Employee Investment Program
- Choice of RRSP, TFSA, and Cash accounts
- Company matching program
Company Overview