Associate Account Manager

Burnaby, BC, Canada

Job Description

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JOB PURPOSE The Associate Account Manager is the primary point of contact and customer interface for the Account Manager, and TFS business partners. The role facilitates and organizes the processing of customers\xe2\x80\x99 financing transactions. The Associate Account Manager will assist processing customers through the sales funnel to assist the Account Manager in providing equipment financing solutions to customers across North America. The position will include some customer facing duties to both external customers as well as internal stakeholders. RESPONSIBILITIES \xc2\xb7 Receive, organize and prepare transactions accurately and within established timelines \xc2\xb7 Assist the Account Manager in processing all lease/loan applications within specified key performance objectives \xc2\xb7 Follow application guidelines and ensuring all outstanding lease/loan related information is collected \xc2\xb7 Complete and assemble credit submission packages \xc2\xb7 Monitor progress of lease/loan applications from submission to funding \xc2\xb7 Facilitate the creation and collection of customers\xe2\x80\x99 documents \xc2\xb7 Facilitate the audit and funding of customer transactions \xc2\xb7 Make outbound calls to customers where applications have been submitted and information is required \xc2\xb7 Respond to incoming inquiries and assist where applicable in negotiating approval terms commensurate with the quality of the application \xc2\xb7 Provide details of approved applications and can be responsible for assisting in the sale of ancillary products such as insurance and other such products that TFS may introduce \xc2\xb7 Update CRM with new prospects, change of status, contact information and notes or activities \xc2\xb7 Liaise with TFS business partners QUALIFICATIONS \xc2\xb7 Strong integrity, professionalism and work ethic without sacrificing your ability to have fun on the job \xc2\xb7 You are detail oriented and able to identify errors \xc2\xb7 Effective communication, organization and interpersonal skills \xc2\xb7 Ability to work in a fast-paced environment \xc2\xb7 You thrive in an environment that involves multitasking and changing priorities \xc2\xb7 Ability to work both in a team and independently with minimal supervision \xc2\xb7 Intermediate skills with Microsoft Excel, Word, Outlook and PowerPoint \xc2\xb7 Post-secondary diploma or bachelor\xe2\x80\x99s degree is an asset Job Types: Full-time, Permanent Benefits:
  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • Paid time off
  • Vision care
  • Wellness program
  • Work from home
Flexible Language Requirement:
  • French not required
Schedule:
  • 8 hour shift
  • Monday to Friday
Supplemental pay types:
  • Bonus pay
Work Location: Hybrid remote in Burnaby, BC

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Job Detail

  • Job Id
    JD2142286
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Burnaby, BC, Canada
  • Education
    Not mentioned