Lease and Loan Documentation and Sales Support - Customer Service Officer

TD; New Jersey; On-site; USD 38,000 - 53,000; Full time

Job summary

TD Equipment Finance in Ontario, Canada, is seeking a Documentation Specialist to manage new originations and support two or more Account Executives. You will coordinate transactions, ensure AML/KYC compliance, and liaise with Legal, Credit, and fulfillment partners to drive efficient funding processes.

You will deliver high-quality service, contribute to process improvements, and help maintain strong client relationships across the TD Equipment Finance team.

Qualifications

• Business experience in the financial industry is an asset.
• Strong oral and written communications skills are essential.
• Resourceful with strong organizational skills and able to work with minimal supervision.
• Ability to multitask in a fast-paced, high-volume environment.
• Team-oriented and able to meet individual and team benchmarks.
• Conscientious and detail-oriented to mitigate risk.
• Able to learn new systems quickly.
• Solid knowledge of Microsoft Office.
• French bilingual is an asset.
• 5 years’ Equipment Finance experience preferred.
• College or University graduate preferred.

Responsibilities

• Leverage proficiency of various software applications to prepare documentation; strong knowledge of T-Value and PPSA/RDPRM is an asset.
• Coordinate transactions with vendors, customers, bankers and Account Executives; secure necessary documentation.
• Work with Legal and Credit to facilitate transactions.
• Obtain/compile AML and KYC documentation.
• Register/assess PMSI/RDPRM priority and obtain waivers as required.
• Respond to customer service inquiries and interface directly with external TD Equipment Finance clients.
• Assist in identifying viable solutions to make deals work.
• Deliver legendary customer service at every interaction and improve the customer experience.
• Build and maintain relationships with internal fulfillment partners to maximize efficiency.
• Refer to other business partners within Business Banking and across TD Bank for referrals.
• Participate in performance management processes including reviews and coaching.
• Promote a positive, diverse workplace and be a strong team player.
• Support other administrative tasks as needed and ensure compliance with codes of conduct.

Skills

Communication skills

Multitasking

Teamwork

Attention to detail

Resourcefulness

Microsoft Office

French bilingual

Education

College/University degree

Tools

T-Value

PPSA/RDPRM

Job description

Work Location:

Burlington, Ontario, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

52 700$/$52,700 - 74 400$/$74,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview

The TD Equipment Finance team is a Centre of Excellence within Business Banking. Our mandate is to structure equipment financing (leases and loans) for business clients and prospects as an alternative to other conventional bank sources of financing such as term loans.

Job Description

Reporting to the Manager Documentation - Ontario, GTA, Prairie, & Pacific, TD Equipment Finance (TDEF), this position is responsible for managing documentation for new originations and sales support for clients. Assigned to two or more Account Executives, the role supports sales processes throughout new originations.

• Leverage proficiency of various software applications/programs to ensure timely and accurate preparation of documentation; strong knowledge of T-Value, PPSA/RDPRM governing rules and their registration processes is an asset.

• Functions include coordination of transactions with vendors, customers, bankers and Account Executives, securing necessary transaction documentation, preparing documents and initiating the funding process.

• Work with Legal and Credit departments (or other functions as necessary) to facilitate the completion of the transactions.

• Obtain/compile documentation as required to meet AML (Anti-Money Laundering) and KYC (Know Your Customers) guidelines

• Register/assess transactions for PMSI/RDPRM priority and, as required, review searches and obtain waivers.

• Respond to customer service inquiries and interface directly with external TDEF customers when necessary.

• Assist in identifying viable solutions to make deals work.

• Deliver legendary customer service at every interaction and execute plans to improve the customer experience.

• Build and maintain solid relationships with internal fulfillment partners in order to maximize efficiency and customer service.

• Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals.

• Actively participate in the performance management process including performance reviews, feedback and coaching sessions as well as performance and development discussions.

• Embrace and promote a positive environment that supports a diverse workplace.

• A strong team player assisting with other administrative tasks as needed.

• Service-level focused with a strong attention to detail.

• Be knowledgeable of and comply with Bank and Industry Codes of Conduct.

Job Requirements

• Business experience in the financial industry is an asset
• Strong oral and written communications skills are essential
• Should be resourceful, have strong organizational skills and work successfully with minimal supervision in a fast paced, high volume, deadline driven environment.
• Must possess the ability to multitask
• Will work closely in a team environment in order to meet individual and team driven benchmarks.
• Should be conscientious and detail oriented in order to mitigate any risk to the bank.
• Must demonstrate the ability to be resourceful and proactive in their approach to problem resolution
• Ability to quickly learn new systems and applications
• Solid Knowledge of Microsoft Office required
• Bilingual (French) is an asset.

5 years' Equipment Finance Experience preferred.

College or University graduate preferred.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet