Regional Sales Coordinator

6 months ago


Etobicoke, Canada Meridian OneCap Credit Corporation Full time

**_At Meridian_**_ _**_our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are_**_._**

About Meridian OneCap

Meridian OneCap Named Winner of the 2022 ELFA Operations & Technology Excellence Award

**Your role as a Sales Coordinator you will**:
**Quotation preparation**

**Credit Application Processing**
- Confirms details of the request with the Vendor/Broker/BDM/ Relationship Manager/Lessee
- Follows up with BDM/Relationship Manager/Vendor/Broker or directly with the Lessee for any additional details/questions received from Credit

**Documentation and Collateral Security**
- Understands fully the documentation requirements for every type of transaction. For more complex transactions, works with Onboarding Team to validate structure and documentation.
- Prepares and sends the legal documents to the relevant parties. This will be done mostly using an electronic signature platform but where required, documents may need to be prepared manually.
- Accurately registers required liens in appropriate jurisdiction and according to legislated timelines to perfect security to ensure enforceability of priority on equipment to minimize losses in the event of contract default.
- Understands the Insurance requirements for each type of equipment/transaction and ensures that coverage is obtained, either through our internal programs or through customer’s own coverage, as dictated by internal policy.
- Follows up with Sales and external parties for the timely receipt of all documentation.
- Reviews transaction documentation package for completion and accuracy including proper execution and compliance with credit authorization and pricing guidelines, as well as operational policies and procedures.
- Ensures compliance with all provincial and federal regulations and internal company policies, including but not limited to Reducing the Risk (Anti-Money Laundering), Know Your Customer, and Information Security & Privacy
- Works with Vendors/Brokers/ BDM’s/ Relationship Managers, Lessees to address any documentation deficiencies
- Reviews and ensures that all data elements in the system accurately reflect the transaction parameters and submits for funding, along with the final funding package.
- Works with Funding Ops to deal with any issues or additional information which may be required

**Administration**
- Follows-up with Sales and external parties to clear all deficiencies pre-funding and also for all post-funding items.
- Participates in team huddles, 1-on-1s and meetings, offering unsolicited constructive feedback for the betterment of Meridian and participates in stretch projects.
- Identifies areas for process improvements
- Completes all required trainings in a timely manner
- Has in-depth knowledge of all required programs and products, fee structures, pricing guidelines and control requirements. Adheres to all processes as documented and stored in Knowledge Central.
- Prioritizes tasks for the workday and re-evaluates priorities as new tasks are required.
- As needed, participates in User Acceptance testing and becomes familiar with any new enhancements being implemented

**How You Will Succeed**:

- Knowledge of leasing industry considered an asset but not required.
- Effective analytical skills, with excellent attention to detail and strong focus on accuracy
- Detail oriented with strong organizational, problem-solving,
- Excellent time management skills, and ability to effectively multi-task.
- Ensuring that priorities are set with the ability to meet multiple and sometimes competing deadlines
- Ability to adapt to and learn new products/processes and technologies quickly
- Excellent interpersonal, verbal and written communication skills
- Being attentive, strong listening skills, and able to follow instructions and open to feedback
- Proficiency with MS Office products

**Office Location: Toronto Corporate Office. This is a hybrid opportunity**
- Meridian OneCap has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us._

**What's in it for you?**
- We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success
- You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
- Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
- This isn't your typical "corporate" job. We work hard and we have fun

**Who we are**

Meridian OneCap Credit Corp (MOCC) is an equipment and finance company providing a broad range of financial services to businesses throughout



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