Coordinator of Transactions

2 days ago

Winnipeg, 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
Hybrid work environments. Collaborative connections. Flexible location
18-Month Term. Benefit Eligible
CWB National Leasing. Equipping your business for growth.
CWB National Leasing is Canada's largest and longest-standing equipment leasing & financing company - supports equipment dealers secure hassle-free financing solutions & secure equipment with a full range of financing in agriculture, construction, transportation, forestry, health care, commercial, and golf and turf equipment industries across Canada
The opportunity
CWB National Leasing is seeking an Assignment Assumptions Coordinator to offer outstanding service and support to internal teams, collaborators, customers, and partners. You'll play a key role in fostering customer satisfaction, establishing strong relationships, and efficiently processing assignment assumption transactions to support our growth. As a key team member, you will partner with CWB National teams, sales, credit and service departments, providing seamless support and ensuring targeted turnaround times. If you excel at delivering detailed and efficient service, cultivating relationships, and improving CWB National Leasing's reputation as a preferred option for financial transaction administration, please apply and contribute to our success.
The day-to-day
Communicate. Coordinate. Action. Repeat
  • Collaborate with Equipment Finance sales, vendor and broker partners, and operations teams to deliver client-first solutions and handle risk.
  • Maintain expertise in business structures, legal requirements, asset types, and credit policies.
  • Assess customer requests to identify appropriate transaction type, gather required documentation, and accurately process assignments, assumptions, amalgamations, and name changes.
  • Lead the credit application process, including appeals and change requests, while ensuring contract enforceability and generating transaction documentation.
  • Provide clear, professional communication to customers and third parties, explaining processes and documentation.
  • Accurately record updates and actions in the Felix system and handle financial adjustments, account reconciliations, and workflow prioritization.
  • Handle difficult conversations, provide outstanding customer service, and identify areas for training and operational improvements.
  • Organize and maintain all transactional files, ensuring timely completion and adherence to compliance standards.
Successful incumbent
Known for professionalism, accountability, and diligence, they embrace a positive, team-focused demeanour, demonstrating strong analytical skills and proven accuracy in documentation. Proactively solving problems, they excel in customer service, build relationships at all levels, and exhibit excellent communication, interpersonal, and organizational skills. Adaptable and willing to learn on the fly, they effectively handle changing priorities.
Foundational knowledge and experience to grow from
  • Business degree or diploma or equivalent work experience
  • Three (3) years administration experience in the finance industry
  • Analytical with strong attention to detail and accuracy
  • Knowledge and understanding of receivable account skills
  • Excellent written and verbal communication skills with demonstrated abilities executing with tact and assertiveness
  • Bilingual in French & English is considered an asset.
Why work with us?
Your success is our obsession And our benefits back it up.
  • Wellness matters. We offer an award-winning benefits package that includes:
    • hybrid work environments
    • everyday flexibility
    • 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.
#IND-BS
#LI-DNP
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.
11/13/2024

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