Bilingual Funding & Documentation

at  TFG Financial Corporation

YOUR TALENT, YOUR TERMS | RESULTS, RECOGNITION AND REWARDS

TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.
TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of the largest independent commercial equipment finance companies in Canada. Our mission and purpose is to be our customer’s first choice by making equipment financing easy while providing a wide range financing solutions. Together, through our core principles, we help our partners to achieve what’s important in their business.
TFG is an equal opportunity employer and believes in providing a diverse and inclusive workplace where all team members have an opportunity to succeed.

QUALIFICATIONS, KNOWLEDGE AND EXPERIENCE

• 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
• 2+ years of relevant experience
• Post-secondary diploma or bachelor’s degree is an asset
• Fluency in French

The Bilingual 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.

• 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