Associate Account Manager
at
TFG Financial Corporation
Vancouver, BC V7X 1L3, Canada
-
Full Time
Start Date
Immediate
Expiry Date
13 Nov, 25
Salary
40000.0
Posted On
13 Aug, 25
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Good communication skills
Industry
Financial Services
Description
Job type – Permanent, full time
Location – Remote (within Canada)
Working hours – Standard business hours PST
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
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