Transaction Specialist

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-
- 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-
- 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.

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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 se