Job type – Permanent, full time
Location – Remote (within Canada)
Working hours – Standard business hours PST

Your Talent, Your Terms | Results, Recognition and Rewards

What’s the job:

The Associate Account Manager is the primary point of contact and customer interface for the Account Manager, and TFS business partners. The role facilitates and organizes the processing of customers’ financing transactions. The Associate Account Manager will assist processing customers through the sales funnel to assist the Account Manager in providing equipment financing solutions to customers across North America. The position will include some customer facing duties to both external customers as well as internal stakeholders.

What you’ll be doing:

Receive, organize and prepare transactions accurately and within established timelines
Assist the Account Manager in processing all lease/loan applications within specified key performance objectives
Follow application guidelines and ensuring all outstanding lease/loan related information is collected
Complete and assemble credit submission packages
Monitor progress of lease/loan applications from submission to funding
Facilitate the creation and collection of customers’ documents
Facilitate the audit and funding of customer transactions
Make outbound calls to customers where applications have been submitted and information is required
Respond to incoming inquiries and assist where applicable in negotiating approval terms commensurate with the quality of the application
Provide details of approved applications and can be responsible for assisting in the sale of ancillary products such as insurance and other such products that TFS may introduce
Update CRM with new prospects, change of status, contact information and notes or activities
Liaise with TFS business partners

What you bring:

A strong sense of integrity, professionalism and a results-oriented 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 fast-paced environment
You thrive in an environment that involves multitasking and changing priorities
Ability to work both in a team and independently with minimal supervision
Advanced skills with Microsoft Office products
Post-secondary diploma or bachelor’s degree is an asset
Experience in freight factoring or equipment finance is considered an asset

Why join TFS:

TFS’ culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.

As part of the Travelers Group of Companies, Travelers Financial Solutions is one of North America’s most innovative and fast growing independent financing and leasing solutions providers. Together with its affiliates, TFS provides automotive, equipment, aircraft and other asset based financing solutions to the North American market. TFS is focused on delivering best in class, full spectrum financing solutions to OEMs, dealerships and marketplaces.

Results, Recognition, and Rewards: At TFS, we are driven by results and committed to recognizing and rewarding your achievements. Through performance-based rewards and growth opportunities, your contributions are valued and acknowledged, motivating you to continue excelling in your role.

Growth opportunities and supportive leadership: Our leaders are committed to your professional growth and success. They provide guidance, resources to help you develop your skills, expand your knowledge, and achieve your career goals within the organization.

Employer paid benefits: At TFS, we prioritize the well being of our team by offering a comprehensive benefits package. Our medical and dental plan includes vision care and life insurance, ensuring you and your dependents have the coverage you need.

Employee Investment Program: We believe in helping you achieve your financial goals. Our investment program offers the choice of RRSP, TFSA, and Cash accounts. To further support your savings, TFS provides a company matching program, helping you grow your investments more effectively.

Promoveo: TFS celebrates choice and offers the ability to work in office (Vancouver, BC), hybrid or remote (for most roles). We know that our team members are the most important part of our business and we trust in our team members to work in a way that provides them the ability to succeed in their work.

TFS is an equal opportunity employer and employs team members without regard to Indigenous identity, race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical or mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. If needed, please notify our Talent Acquisition Team.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all decisions and determinations are made exclusively by the hiring team.

This job posting is for an existing vacancy within the organization.

Benefits:

• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Vision care
• Work from home

Work Location: In person