Funding & Documentation Representative

TFG Financial Corporation

6h • Remote

About The Position

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.

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
• 1+ years of relevant experience

Nice To Haves

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

Responsibilities

• 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
• Perform other job-related duties as required to meet organizational needs

Benefits

• Results, Recognition, and Rewards: At TFG, 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: Our medical and dental plan includes vision care and life insurance, ensuring you and your dependents have the coverage you need.
• Employee Investment Program: Our investment program offers the choice of RRSP, TFSA, and Cash accounts. To further support your savings, TFG provides a company matching program, helping you grow your investments more effectively.
• Promoveo: TFG Financial 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