Funding & Documentation Representative

1 week ago

Burnaby, British Columbia, Canada TFG Financial Corporation Full time

BILINGUAL JOB OPPORTUNITY - FRENCH/ENGLISH REQUIRED

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.


Job responsibilities

  • 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

Qualifications, knowledge and experience

  • A strong sense of integrity, professionalism and a resultsoriented 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 fastpaced environment
  • You thrive in an environment that involves multitasking and changing priorities
  • Ability to work both in a team and independently with mínimal supervision
  • Advanced skills with Microsoft Office products
  • 2+ years of direct experience in lease document preparation in financial services
  • Postsecondary diploma or bachelor's degree is an asset
  • Fluent in English and French

What we offer

  • Leaders who support your development
  • Opportunity to take on progressively greater accountabilities
  • Ability to make a difference and lasting impact
  • Option to work in office (Vancouver, BC), hybrid, or remote (for most roles)
  • Comprehensive medical and dental benefits

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