Customer Service Officer, Equipment Finance

Montreal, QC, Canada

Job Description

TD Description

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Department Overview

The TD Equipment Finance team is a Centre of Excellence within Business Banking. Our mandate is to structure equipment financing (leases and loans) for business clients and prospects as an alternative to other conventional bank sources of financing such as term loans.

Job Requirements

  • 2+ years' business experience or legal documentation or legal background
  • Excellent project management skills
  • Excellent Microsoft Word and Excel skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Strong attention to detail and accuracy skills
  • Ability to work independently, proactively, innovatively while exercising sound judgment
  • Effective organizational, multi-tasking, and prioritizing skills
  • Ability to work in a fast-paced deadline-driven environment
  • Fully bilingual (written / spoken) French and English
Hours

37.5



Reporting to the Portfolio Management Manager, TD Equipment Finance (TDEF), this position is responsible for completing various documentation tasks post-disbursement and material modification remediation.
  • Coordinating, documenting and initiating the Canadian registration security lien process for a variety of commercial lease and loan documentation products for equipment financing per post-disbursement needs.
  • Managing transactions with vendors, customers, creditors and Sales Managers, securing necessary transaction documentation, preparing documents and ensuring a smooth booking process.
  • Assisting in identifying viable solutions to complete due diligence analysis for transaction reviews, while directly interfacing with internal and external TDEF Customers.
  • Calculating and executing payout quotes, balance confirmations, payment histories and customer inquiries for payment updates and account statuses
  • Ensuring the perfection of a security interest in collateral and compliance with company and provincial policies.
  • Acting as a liaison between Sales Managers and Commercial Teams and Customer Service
  • Review and remediate data migration, solves for interest rate, or balance variances, fix and present trainings to provide solutions for data accuracy.
  • Helping with building or presenting training sessions, taking more leadership roles to coordinate several internal teams with common goal for customer service
Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Business Line

TD Commercial Banking

Job Category - Primary

Commercial Banking

Job Category(s)

Commercial Banking

Job Family

Business Banking

Time Type

Full Time

Employment Type

Regular

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Job Detail

  • Job Id
    JD2066140
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Montreal, QC, Canada
  • Education
    Not mentioned