Regional Sales Coordinator - Etobicoke, Canada - Meridian OneCap Credit Corporation

Meridian OneCap Credit Corporation

Verified Company

Etobicoke, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

_At Meridian__ _
_our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are__._**About Meridian OneCap

Meridian OneCap Named Winner of the 2022 ELFA Operations & Technology Excellence Award

Your role as a Sales Coordinator you will:

Quotation preparation

Credit Application Processing

Confirms details of the request with the Vendor/Broker/BDM/ Relationship Manager/Lessee
Follows up with BDM/Relationship Manager/Vendor/Broker or directly with the Lessee for any additional details/questions received from Credit

Documentation and Collateral Security

Understands fully the documentation requirements for every type of transaction. For more complex transactions, works with Onboarding Team to validate structure and documentation.
Prepares and sends the legal documents to the relevant parties. This will be done mostly using an electronic signature platform but where required, documents may need to be prepared manually.
Accurately registers required liens in appropriate jurisdiction and according to legislated timelines to perfect security to ensure enforceability of priority on equipment to minimize losses in the event of contract default.
Understands the Insurance requirements for each type of equipment/transaction and ensures that coverage is obtained, either through our internal programs or through customer's own coverage, as dictated by internal policy.
Follows up with Sales and external parties for the timely receipt of all documentation.
Reviews transaction documentation package for completion and accuracy including proper execution and compliance with credit authorization and pricing guidelines, as well as operational policies and procedures.
Ensures compliance with all provincial and federal regulations and internal company policies, including but not limited to Reducing the Risk (Anti-Money Laundering), Know Your Customer, and Information Security & Privacy
Works with Vendors/Brokers/ BDM's/ Relationship Managers, Lessees to address any documentation deficiencies
Reviews and ensures that all data elements in the system accurately reflect the transaction parameters and submits for funding, along with the final funding package.
Works with Funding Ops to deal with any issues or additional information which may be required

Administration

Followsup with Sales and external parties to clear all deficiencies prefunding and also for all postfunding items.
Participates in team huddles, 1on1s and meetings, offering unsolicited constructive feedback for the betterment of Meridian and participates in stretch projects.
Identifies areas for process improvements
Completes all required trainings in a timely manner
Has indepth knowledge of all required programs and products, fee structures, pricing guidelines and control requirements. Adheres to all processes as documented and stored in Knowledge Central.
Prioritizes tasks for the workday and reevaluates priorities as new tasks are required.
As needed, participates in User Acceptance testing and becomes familiar with any new enhancements being implemented

How You Will Succeed:

Knowledge of leasing industry considered an asset but not required.
Effective analytical skills, with excellent attention to detail and strong focus on accuracy
Detail oriented with strong organizational, problemsolving,
Excellent time management skills, and ability to effectively multitask.
Ensuring that priorities are set with the ability to meet multiple and sometimes competing deadlines
Ability to adapt to and learn new products/processes and technologies quickly
Excellent interpersonal, verbal and written communication skills
Being attentive, strong listening skills, and able to follow instructions and open to feedback
Proficiency with MS Office products

Office Location:
Toronto Corporate Office. This is a hybrid opportunity

Meridian OneCap has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us._

What's in it for you?

We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success
You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
Hybrid work arrangements with inperson office time to collaborate, innovate and build relationships with your colleagues
This isn't your typical "corporate" job. We work hard and we have fun

Who we are
Meridian OneCap Credit Corp (MOCC) is an equipment and finance company providing a broad range of financial services to businesses throughout