Documentation Specialist, Equipment Finance - Burlington, Canada - TD Bank

TD Bank

Verified Company

Burlington, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

397001BR

Commercial Banking

Burlington, ON

January 24, 2023

Company Overview

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 Description:

Reporting to the Manager Documentation
Ontario, GTA, Prairie, & Pacific, TD Equipment Finance (TDEF), this position is responsible for managing documentation for new originations and sales support for clients. Assigned to one or more Account Executives the role supports sales processes throughout new originations.
Functions include coordination of transactions with vendors, customers, bankers and Account Executives, securing necessary transaction documentation, preparing documents and initiating the funding process.
Work with Legal and Credit departments (or other functions as necessary) to facilitate the completions of the transactions.
Obtain/compile documentation as required to meet AML (Anti-Money Laundering) and KYC (Know Your Customers) guidelines
Register/assess transactions for PMSI/RDPRM priority and, as required, review searches and obtain waivers.
Respond to customer service inquiries and interface directly with external FETD customers when necessary.
Assist in identifying viable solutions to make deals work.
Deliver exceptional customer service at every interaction and execute on plans to improve the customer experience.
Build and maintain solid relationships with internal fulfillment partners in order to maximize efficiency and customer service.
Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals.
Actively participate in the performance management process including performance reviews, feedback and coaching sessions as well as performance and development discussions.
Embrace and promote a positive environment that supports a diverse workplace.
A strong team player assisting with other administrative tasks as needed.
Servicelevel focused with a strong attention to detail.
Be knowledgeable of and comply with Bank and Industry Codes of Conduct

Requirements:

Business experience in the financial industry is an asset
Strong oral and written communications skills are essential
Should be resourceful, have strong organizational skills and work successfully with mínimal supervision in a fast paced, high volume, deadline driven environment.
Must possess the ability to multitask
Will work closely in a team environment in order to meet individual and team driven benchmarks.
Should be conscientious and detail oriented in order to mitigate any risk to the bank.
Must demonstrate the ability to be resourceful and proactive in their approach to problem resolution
Solid Knowledge of Microsoft Office required

Hours

37.5

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.