Associate Account Manager

TFG Financial Corporation

14h • Remote

About The Position

The Associate Account Manager is the primary point of contact and customer interface for the Account Manager, and TFS business partners. The role facilitates and organizes the processing of customers’ financing transactions. The Associate Account Manager will assist processing customers through the sales funnel to assist the Account Manager in providing equipment financing solutions to customers across North America. The position will include some customer facing duties to both external customers as well as internal stakeholders.

Requirements

• A strong sense of integrity, professionalism and a results-oriented attitude to continually improve processes and systems, enhance efficiency, and contribute to overall organizational success
• Works well under pressure to meet ongoing and overlapping deadlines within short time constraints
• You are detail oriented and able to identify errors
• Effective communication, organization and interpersonal skills
• Ability to work in a fast-paced environment
• You thrive in an environment that involves multitasking and changing priorities
• Ability to work both in a team and independently with minimal supervision
• Advanced skills with Microsoft Office products
• Post-secondary diploma or bachelor’s degree is an asset
• Experience in freight factoring or equipment finance is considered an asset

Nice To Haves

• Post-secondary diploma or bachelor’s degree is an asset
• Experience in freight factoring or equipment finance is considered an asset

Responsibilities

• Receive, organize and prepare transactions accurately and within established timelines
• Assist the Account Manager in processing all lease/loan applications within specified key performance objectives
• Follow application guidelines and ensuring all outstanding lease/loan related information is collected
• Complete and assemble credit submission packages
• Monitor progress of lease/loan applications from submission to funding
• Facilitate the creation and collection of customers’ documents
• Facilitate the audit and funding of customer transactions
• Make outbound calls to customers where applications have been submitted and information is required
• Respond to incoming inquiries and assist where applicable in negotiating approval terms commensurate with the quality of the application
• Provide details of approved applications and can be responsible for assisting in the sale of ancillary products such as insurance and other such products that TFS may introduce
• Update CRM with new prospects, change of status, contact information and notes or activities
• Liaise with TFS business partners

Benefits

• Results, Recognition, and Rewards: At TFS, we are driven by results and committed to recognizing and rewarding your achievements. Through performance-based rewards and growth opportunities, your contributions are valued and acknowledged, motivating you to continue excelling in your role.
• Growth opportunities and supportive leadership: Our leaders are committed to your professional growth and success. They provide guidance, resources to help you develop your skills, expand your knowledge, and achieve your career goals within the organization.
• Employer paid benefits: At TFS, we prioritize the well being of our team by offering a comprehensive benefits package. Our medical and dental plan includes vision care and life insurance, ensuring you and your dependents have the coverage you need.
• Employee Investment Program: We believe in helping you achieve your financial goals. Our investment program offers the choice of RRSP, TFSA, and Cash accounts. To further support your savings, TFS provides a company matching program, helping you grow your investments more effectively.
• Promoveo: TFS celebrates choice and offers the ability to work in office (Vancouver, BC), hybrid or remote (for most roles). We know that our team members are the most important part of our business and we trust in our team members to work in a way that provides them the ability to succeed in their work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree