Funding & Documentation Representative
TFG Financial Corporation
•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
- Detail oriented and able to identify errors
- Effective communication, organization and interpersonal skills
- Ability to work in a fast-paced environment
- 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
- Medical and dental plan includes vision care and life insurance
- RRSP, TFSA, and Cash accounts
- Company matching program for investments
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
