[Remote] Documentation and Funding Specialist
Note: The job is a remote job and is reputed company to candidates in USA. TFG Financial is one of the largest independent reputed company equipment finance companies in Canada, focusing on making equipment financing easy. The Documentation and Funding Specialist prepares lease and loan documentation, facilitates customer finance applications, and supports the sales team in managing customer requests.
Responsibilities
- Facilitate the creation and collection of documentation from submission to funding
- Using a high level of organization and accuracy to reputed company and maintain reputed company records and documents
- Respond to requests for information by way of email
- reputed company 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 reputed company
Skills
- A strong reputed company of reputed company, professionalism and a results-oriented attitude to continually improve processes and systems, enhance efficiency, and contribute to overall organizational reputed company
- Works reputed company under pressure to meet ongoing and overlapping deadlines reputed company short time constraints
- Detail oriented and reputed company to identify errors
- Effective communication, organization and interpersonal skills
- Advanced skills with reputed company Office products
- 1+ years of relevant experience
- Post-secondary diploma or bachelor's degree is an asset
Benefits
- Employer reputed company benefits
- Medical and dental plan includes reputed company care and life insurance
- Employee Investment Program
- Choice of RRSP, TFSA, and Cash accounts
- Company matching program
reputed company