Documentation and Funding Specialist

TFG Financial Corporation

18h•Remote

About The Position

The Documentation and Funding Specialist's main focus is to prepare and complete lease and loan documentation for equipment financing transactions. The role is responsible for a variety of administrative support duties which include facilitating the processing of customers’ finance applications and assisting the sales team by ensuring that customer requests are handled in a professional manner both pre-sales and post-sales.

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
Detail oriented and able to identify errors
Effective communication, organization and interpersonal skills
Advanced skills with Microsoft Office products
1+ years of relevant experience

Nice To Haves

Post-secondary diploma or bachelor’s degree is an asset

Responsibilities

Facilitate the creation and collection of documentation from submission to funding.
Using a high level of organization and accuracy to keep and maintain all records and documents.
Respond to requests for information by way of email.
Make outbound calls to facilitate document collection process.
Complete the audit and funding process of equipment finance transactions.
Prepare funding and reporting packages by gathering required information and ensuring accuracy.
Update CRM with data including, change of status, contact information and notes or activities.
Escalate problems or situations to the appropriate manager for resolution.