Documentation and Funding Specialist

• Job type – Permanent, full time
• Location – Remote (within Canada)
• Working hours – Standard business hours PST

Your Talent, Your Terms | Results, Recognition and Rewards

What’s the job:

The Documentation and Funding Specialist's main focus is to prepare and complete lease and loan documentation for equipment financing transactions. The role is responsible for a variety of administrative support duties which include facilitating the processing of customers’ finance applications and assisting the sales team by ensuring that customer requests are handled in a professional manner both pre-sales and post-sales.

What you’ll be doing:

• 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.

What you bring:

• 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

Why join TFG:

TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment. 

As part of the Travelers Financial Group of Companies, TFG Financial Corporation is one of the largest independent commercial equipment finance companies in Canada. We provide financing and leasing for a variety of revenue-producing assets such as trucks, trailers, light to heavy construction equipment, and manufacturing and material handling equipment. Our mission is to be our customer’s first choice by making equipment financing easy while providing a wide range of financing solutions.

TFG is an equal opportunity employer and employs team members without regard to race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical disability, mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic.

Results, Recognition, and Rewards: At TFG, we are driven by results and committed to recognizing and rewarding your achievements. Through performance-based rewards and growth opportunities, your contributions are valued and acknowledged, motivating you to continue excelling in your role.

Growth opportunities and supportive leadership: Our leaders are committed to your professional growth and success. They provide guidance, resources to help you develop your skills, expand your knowledge, and achieve your career goals within the organization.

Employer paid benefits: At TFG, we prioritize the well being of our team by offering a comprehensive benefits package. Our medical and dental plan includes vision care and life insurance, ensuring you and your dependents have the coverage you need.

Employee Investment Program: We believe in helping you achieve your financial goals. Our investment program offers the choice of RRSP, TFSA, and Cash accounts. To further support your savings, TFG provides a company matching program, helping you grow your investments more effectively.

Promoveo: TFG Financial celebrates choice and offers the ability to work in office (Vancouver, BC), hybrid or remote (for most roles). We know that our team members are the most important part of our business and we trust in our team members to work in a way that provides them the ability to succeed in their work. 

TFS is an equal opportunity employer and employs team members without regard to Indigenous identity, race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical or mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. If needed, please notify our Talent Acquisition Team.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all decisions and determinations are made exclusively by the hiring team.

This job posting is for an existing vacancy within the organization.

Offers of employment are conditional upon satisfactory completion of background screening, including references, criminal and credit checks, conducted in accordance with applicable privacy laws.