Lead Customer Services Officer II

Description

& Responsibilities:

Reporting to the Portfolio Management Manager, TD Equipment Finance (TDEF), this position is responsible for completing various documentation tasks post-disbursement and material modification remediation.

• Coordinating, documenting and initiating the Canadian registration security lien process for a variety of commercial lease and loan documentation products for equipment financing per post-disbursement needs.
• Managing transactions and acting as a liaison with vendors, customers, creditors and Sales Managers, Collections and Repossession teams securing necessary transaction documentation, preparing documents and ensuring a smooth booking process.
• Assisting in identifying viable solutions to complete due diligence analysis for transaction reviews, while directly interfacing with internal and external TDEF Customers.
• Calculating and executing payout quotes, balance confirmations, payment histories and customer inquiries for payment updates and account statuses, ranging from streamlined to highly complex calculations.
• Ensuring the perfection of a security interest in collateral and compliance with company and provincial policies.
• Review and remediate data migration, solve for interest rates, or balance variances, fix and present trainings to provide solutions for data accuracy
• Helping with building or presenting training sessions, taking more leadership roles to coordinate several internal teams with common goal for customer service

Minimum Qualifications:

• 2+ years’ business experience
• Excellent project management skills
• Excellent Microsoft Word and Excel skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Strong attention to detail and accuracy skills
• Ability to work independently, proactively, innovatively while exercising sound judgment
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work in a fast-paced deadline-driven environment

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet