Lease And Loan Documentation And Sales Support - Customer Service Officer

Equipment Finance Documentation Specialist

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.

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 two or more Account Executives the role supports sales processes throughout new originations.

• Leverage proficiency of various software applications/programs to ensure timely and accurate preparation of documentation; strong knowledge of T-Value, PPSA/RDPRM governing rules and their Registration processes is an asset.
• 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 TDEF customers when necessary.
• Assist in identifying viable solutions to make deals work.
• Deliver legendary 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.
• Service-level focused with a strong attention to detail.
• Be knowledgeable of and comply with Bank and Industry Codes of Conduct.

Job 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 minimal 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
• Ability to quickly learn new systems and applications
• Solid Knowledge of Microsoft Office required

5 years Equipment Finance Experience preferred. College or University graduate preferred.