Bilingual Leasing Portfolio Representative

Meridian OneCap; Toronto, Vancouver, Montreal; On-site; CAD 42,000 - 54,000; Part time

Job summary

Meridian OneCap Credit Corp is seeking a bilingual Leasing Portfolio Representative for an 8-month contract at the Toronto Corporate Office. The role handles high volumes of lease administration, data maintenance, and customer service for internal and external stakeholders, including insurance coordination and title transfers.

Fluent English and French, strong organizational and communication skills, and proficiency with MS Office are essential.

Qualifications

• Bilingual English and French required for service across Canada.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication abilities.
• Proficient with MS Office applications (Word/Excel/Outlook).
• Experience with Service Now or similar ticketing systems is a plus.

Responsibilities

• Meets and supports customers’, vendors’, brokers’, and MOCC team requests by analyzing and rectifying concerns using established procedures.
• Interprets and responds to written/verbal requests within SLA timelines.
• Addresses customer needs end-to-end, except when the file is in collections.
• Coordinates with Meridian ECC to determine call-in needs via Service Now.
• Adheres to privacy and customer service guidelines.
• Offers value by directing sales opportunities to MOCC Account Managers.
• Manages incoming Client Services emails and priorities, including buyout/trade-up quotes and invoices.
• Input accuracy of customer updates to effect servicing changes; liaise with insurers to resolve billing issues.
• Coordinates insurance claims between clients, insurers, Risk Management, and other stakeholders.
• Documents and supports title transfers with provincial ministries at end of contract.
• Participates in sub-department tasks within insurance/broker teams.
• Monitors calls for French-speaking clients and supports continuity of service.
• Contributes to continuous improvement projects for centralized Customer Service.

Skills

Bilingual English/French

Organizational skills

Communication skills

Microsoft Office proficiency

Service Now experience

Tools

ServiceNow

Microsoft Word

Excel

Outlook

Job description

Job Category: Operations

Requisition Number: BILIN007684

Locations

Showing 1 location

Toronto Corporate Office
Etobicoke, ON M8X 2X3, CAN

Meridian OneCap Credit Corp is an equipment and finance company providing a broad range of financial services to businesses throughout Canada. Our parent, Meridian Credit Union, has over 70 years of banking history and is Ontario’s largest credit union.

Meridian OneCap is a provider of asset financing in the form of capital leases. We are committed to being the best provider of specialized equipment financing services to strategic vendors across Canada. Our service-oriented culture and exceptional group of professionals serves to provide our strategic partners with value-added service and constructive solutions.

Meridian OneCap Credit Corp provides customized leasing solutions both to help companies sell equipment and to companies that have chosen to lease equipment, rather than buy. For manufacturers and vendors, we enable you to provide your customers with a value-added service that helps your customers acquire equipment efficiently and gives your company a competitive edge. And for the end user, we can help you to preserve working capital in your business, while benefiting now from the use of the equipment.

Our team is known as industry leaders. We’ve earned our reputation through consistent delivery of financing programs with the most efficient transaction process and superior customer service. With the largest direct sales force within the Canadian market, it’s no wonder our customer service is unparalleled.

The role: *Please note - this is a 8-month contract opportunity*

This role works with a high volume of administrative tasks related to customer leases and conducts timely, effective maintenance of this information. The incumbent’s primary responsibilities focus on updating, correcting and maintaining data to ensure the accuracy of current contracts in the leasing data system and other external systems (insurance, government, etc.) according to policies and guidelines.

The Bilingual Leasing Portfolio Representative is responsible for providing straightforward and knowledgeable service through daily interactions to create a relationship of mutual trust and confidence with customers, vendors, brokers, and fellow employees. The incumbent works closely with other representatives in his/her team as well as with all sales representatives.

Key Responsibilities

• Meets & supports customers’/vendors’/brokers’ and MOCC team member requests/requirements by analyzing and rectifying their concerns using established procedures.
• Interprets, responds and follows-up clearly and effectively to written or verbal requests while maintaining a suitable response time within established SLAs.
• Addresses customer needs while balancing those of the company from end-to-end, except when the file is in collections.
• Works with colleagues at Meridian ECC to ensure clients’ call-in needs are properly determined and addressed via Service Now ticketing system.
• Adheres to guidelines relating to privacy and customer service procedures.
• Offers value-add by directing sales opportunities to MOCC Account Managers.
• Maximizes fee-generating income opportunities (such as when a lease comes to the end of term, lease add-on proposals, trade-ups and the purchase of optional insurance).
• Manages and works through incoming Client Services email box to determine priorities and handle a number of key tasks, including but not limited to:
• Provides buyout/trade-up quotes and invoices in a timely manner.
• Responsible for the input and accuracy of customer updates necessary to effect servicing changes to an account. Act as liaison and advocate between clients, our insurance provider, and outside insurance companies to resolve billing issues.
• Coordinates insurance claims between clients, insurance companies, Risk Management, and other stakeholders.
• Provides documentation and support for title transfer of vehicles with the provincial ministries at end of contract.
• Partakes in a customer service specialization sub-department, such as insurance or broker, and is responsible for completing the sub-department assigned tasks, including but not limited to:
• Reporting, liaising with external partners (GAIG insurance representatives, brokers), managing specific email inbox for incoming requests, determining legitimacy of and issuing appropriate refunds, servicing clients based on requests specific to these sub-department functions.
• Services French speaking clients through various mediums of communication, including monitoring incoming phone lines for French calls.
• Actively participates in continuous improvement projects to increase the effectiveness and efficiency of the centralized Customer Service team; identifies opportunities for improvements and defines issues, recommends changes

Knowledge, Skills, and Abilities

• Fluency in both English and French is a requirement for this role as it services customers across Canada.
• Excellent organizational skills, attention to detail and ability to prioritize competing duties in accordance with established procedures.
• Strong written and verbal communication skills.
• An understanding of basic business math and accounting principles.
• Good voice tone and the ability to articulate on the phone are vital.
• Ability to work under pressure and maintain a calm focus.
• Exhibits a professional attitude and image with a commitment to quality service.
• Quick learner who can adopt new information and processes.
• Ability to act as a client advocate.
• Proven ability to work well with people and handle a variety of items simultaneously.
• Takes ownership and accountability for own actions.
• Flexibility to work longer hours on short notice as business demands.
• Proficient with Microsoft operating systems including Word, Excel, Outlook and the Internet.
• Prior Banking experience an asset
• Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience.