Transaction Executive

3 weeks ago

Winnipeg MB Canada CWB Full time
At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:
  • Putting people first and building relationships with intention
  • Seeking out and embracing new ideas
  • Believing that how we do things is as important as what we do
Transaction Specialist

Role Specifications

Everyday Flexibility ▪ Flexible Work Arrangements ▪ Hybrid Work Environments

La version française suivra

CWB National Leasing

CWB National Leasing is Canada's largest and longest-standing equipment financing company - helping business customers secure equipment with our full range of financing services in agriculture, construction, transportation, forestry, health care, commercial, and golf and turf equipment industries. We're Canada's equipment financing experts

The opportunity

The Transaction Specialist provides excellent customer service and maintains excellent interdepartmental relationships while ensuring auditing and processing lease transactions. The Transaction Specialist contributes to CWB National Leasing's goal of being the company of choice of the organization and administration of financial transactions for the business.

The day-to-day

Administration leader. Player coach. Customer service guru.
  • Manage and audit manual deals to ensure accurate completion and entry
  • Review and audit leasing documentation, ensuring all applicable standards and policies apply
  • Enter and audit lease information into system
  • Verify lease information is consistent, accurate and correct, which includes verifying lessee identify is correct, speaking with the actual lessee to verify information is accurate
  • Complete manual processes when necessary (manual adjustments, pay requisitions, emails, etc.)
  • Audit lease administration files to ensure compliance to policies and standards
  • Support team members, including coverage/assistance for other Auditor Supervisors, Managers, and other regional team members as requested
  • Provide regular support and communication to team members, department manager, and supervisor
  • Liaise with vendors, lessees, and sales to provide on-going support and business development
  • Evaluate existing business processes and make recommendations for improvements to existing departmental processes
  • May be required to assist other regional team members in Case Console queue with coordination tasks application entry, documentation, funding, and post-funding follow up items
  • Demonstrate and uphold an internal culture of customer service excellence
  • Handle all work with the upmost discretion and confidentiality
  • Develop and maintain positive and respectful working relationships with fellow employees
  • Demonstrate reliability, engagement, and confidence when managing workload
Foundational knowledge and experience to grow from
  • Post Secondary education in Business Administration Diploma, or equivalent work experience/training
  • 4 years of lease/sales administration experience
Skills and competencies that will take you further
  • Bilingual - English and French is needed
  • Analytical with a strong attention to detail and accuracy
  • Excellent customer service, interpersonal and organizational skills with a capacity for good judgement and decision making
  • Excellent time management and prioritization skills
  • Excellent communication skills, both verbal and written with demonstrated abilities executing with tact and assertiveness
  • Ability to handle a high-volume workload in an environment handling confidential client information
Why work with us?

Your success is our obsession And our award-winning culture & benefits back it up. Proudly recognized by Great Place to Work® in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston Human Capital's Most Admired Corporate Culture 2023.

Wellness matters. We offer an award-winning benefits package that includes:
  • Hybrid work environments
  • Everyday flexibility
  • Generous company-funded health coverage
  • Health care spending account
  • A flexible wellness program
  • generous time-away options to unplug, rest & recover
Career development. We commit to our employees' development and help them reach their professional goals with:
  • Organization wide coaching services
  • Mentorship
  • Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

Equip your career with CWB National Leasing. Apply today.
......................................................................................................................................................................

Spécialiste des transactions

Spécifications du rôle

Flexibilité au quotidien ▪ Arrangements de travail flexibles ▪ Environnements de travail hybrides

À noter que l'utilisation du genre masculin a été adoptée afin de faciliter la lecture et n'a aucune intention discriminatoire.

CWB National Leasing

CWB National Leasing est l'une des plus importantes et des plus anciennes compagnies de financement d'équipement au Canada- nous aidons les entreprises à obtenir de l'équipement grâce à notre gamme complète de services de financement dans les secteurs de l'agriculture, de la construction, des transports, de la foresterie, des soins de santé, du commerce, du golf et du gazon partout au Canada.

L'opportunité

Le spécialiste des transactions offre un excellent service à la clientèle et entretient d'excellentes relations interdépartementales tout en assurant la vérification et le traitement des transactions de location. Le spécialiste des transactions contribue à l'objectif de CWB National Leasing d'être la société de choix pour l'organisation et l'administration des transactions financières de l'entreprise.

Au quotidien

Responsable de l'administration. Leader participant. Expert en service à la clientèle.
  • Gérer et vérifier les transactions manuelles pour s'assurer qu'elles sont complétées et saisies avec précision.
  • Examiner et vérifier la documentation relative aux baux, en s'assurant que toutes les normes et politiques applicables sont respectées.
  • Saisir et vérifier les informations relatives aux baux dans le système.
  • Vérifier que les informations sur les baux sont cohérentes, précises et correctes, ce qui implique de vérifier que l'identité du locataire est correcte, et en communiquant directement avec le locataire pour vérifier l'exactitude de l'information.
  • Compléter les processus manuels si nécessaire (ajustements manuels, demandes de paiement, courriels, etc.)
  • Contrôler les dossiers d'administration des baux pour s'assurer qu'ils sont conformes aux politiques et aux normes.
  • Soutenir les membres de l'équipe, y compris la couverture/l'assistance pour d'autres superviseurs d'auditeurs, des gestionnaires et d'autres membres de l'équipe régionale, selon les besoins.
  • Assurer un soutien et une communication régulièrement auprès des membres de l'équipe, du chef de service et du superviseur.
  • Assurer la liaison avec les fournisseurs, les locataires et les ventes afin de fournir un soutien continu et de développer les activités.
  • Évaluer les processus opérationnels existants et formuler des recommandations pour améliorer les processus départementaux existants.
  • Aider au besoin d'autres membres de l'équipe régionale dans la file d'attente Case Console pour des tâches de coordination, l'entrée de la demande, la documentation, le financement et les éléments de suivi après le financement.
  • Démontrer et maintenir une culture interne d'excellence du service à la clientèle.
  • Traiter toutes les tâches avec discrétion et confidentialité.
  • Développer et maintenir des relations de travail positives et respectueuses avec les autres employés.
  • Faire preuve de fiabilité, d'engagement et d'assurance dans la gestion de la charge de travail.
Connaissances de base et expérience à capitaliser
  • Diplôme d'études supérieures en administration des affaires ou expérience professionnelle/formation équivalente
  • 4 ans d'expérience dans l'administration des baux et des ventes
Aptitudes et compétences qui vous permettront d'aller plus loin
  • Bilingue - l'anglais et le français est nécessaire
  • Esprit d'analyse avec un grand souci du détail et de la précision
  • Excellentes compétences en matière de service à la clientèle, de relations interpersonnelles et d'organisation, avec une capacité de jugement et de prise de décision.
  • Excellentes compétences en matière de gestion du temps et de l'établissement des priorités
  • Excellentes aptitudes à la communication, tant verbale qu'écrite, avec des capacités démontrées à faire preuve de tact et d'assertivité.
  • Capacité à gérer une charge de travail importante dans un environnement où sont traitées des informations confidentielles sur les clients.
Pourquoi travailler avec nous ?

Votre réussite est notre obsession Et nos avantages le confirment.
  • Le bien-être est important. Nous offrons un ensemble d'avantages sociaux hors pair qui comprend :
    • des environnements de travail hybrides
    • la flexibilité au quotidien
    • une couverture santé financée par l'entreprise
    • un compte de soins de santé et de dépenses personnelles
    • un programme de bien-être flexible
    • de généreuses options de congés pour se reposer et se rétablir.
  • Développement de carrière. Nous nous engageons dans le développement de nos employés et nous les aidons à atteindre leurs objectifs professionnels grâce à :
    • des services de coaching à l'échelle de l'organisation
    • des services de mentorat
    • des programmes de formation et de soutien à l'éducation.
  • Apportez votre pleine personnalité au travail. L'inclusion est un cheminement qui nécessite de la pratique et de l'expérience pour aboutir à des résultats significatifs. Votre point de vue compte et vous serez écouté. Trouvez une communauté au sein de la famille CWB dans nos groupes de représentation des employés.
Équipez votre carrière avec CWB National Leasing. Postulez aujourd'hui.

#LI-JL1

IND-JR

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

Closing Date:

* Position closes at 12:01am on the close date identified below.
11/16/2024

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