100% FULLY REMOTE

THE OPPORTUNITY

The Funding and Documentation Representative effectively manages transactions through the Audit, Funding and Documentation process. The role is focused on verification and validation of critical information contained in approved loans or lease applications and other related supporting documents. The role provides support to the sales team by data entry of lease and loan applications and completing the verification and validation of lease and loan documentation.

THE ROLE

• Verify the validity and accuracy of lease and loan agreements in entirety

• Verify documentation against audit checklist, ensuring all original lease and loan documents are included in the funding request file
• Assist in the preparation of funding and reporting packages by gathering required information and ensuring accuracy
• Accurately input and update customer information in our systems
• Assist the account managers with required funding information
• Escalate problems or situations to the appropriate manager for resolution
• Process requests for copies of lease documentation, or documentation as requested by the customer
• Using a high level of organization to keep and maintain all records and documents

THE QUALIFICATIONS

• Strong integrity, professionalism and work ethic without sacrificing your ability to have fun on the job
• Excellent time management skills and the ability to multi-task
• Knowledge of consumer or commercial credit is an asset

• Intermediate skills with Microsoft Excel, Word, Outlook
• 1+ year of relevant experience

THE BENEFITS

• Option to work in office, hybrid, or remote
• Reimbursement of specific work-from-home expenses
• Comprehensive medical and dental benefits
• Committed to supporting team members’ health and wellness
• Centrally located, ½ block from the Gilmore Skytrain station, in a new 15,000 sq. ft. office space with the ability to work remotely from anywhere across Canada
• Leaders who support your development
• Ability to make a difference and lasting impact
• Opportunity to take on progressively greater accountabilities
• Cross training opportunities within other departments

THE COMPANY

TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of the largest independent commercial equipment finance companies in Canada. Our mission and purpose is to be our customer’s first choice by making equipment financing easy while providing a wide range financing solutions. Together, through our core principles, we help our partners to achieve what’s important in their business. TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment. TFG is an equal opportunity employer and believes in providing an inclusive workplace where all team members have an opportunity to succeed.

Job Types: Full-time, Permanent

Benefits:

• Company events
• 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
• No weekends

Supplemental pay types:

• Bonus pay

Experience:

• Financial services: 2 years (required)

Work Location: Remote

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