Bilingual Leasing Portfolio Representative
Job Category: Operations
Requisition Number: BILIN
007684
Showing 1 location
Toronto Corporate Office
Etobicoke, ON M8X 2X3, CAN
Meridian One Cap Credit Corp is an equipment and finance company providing a broad range of financial services to businesses throughout Canada. Our parent, Meridian Credit Union, has over 70 years of banking history and is Ontario’s largest credit union.
Meridian One Cap is a provider of asset financing in the form of capital leases. We are committed to being the best provider of specialized equipment financing services to strategic vendors across Canada. Our service-oriented culture and exceptional group of professionals serves to provide our strategic partners with value-added service and constructive solutions.
Meridian One Cap Credit Corp provides customized leasing solutions both to help companies sell equipment and to companies that have chosen to lease equipment, rather than buy. For manufacturers and vendors, we enable you to provide your customers with a value-added service that helps your customers acquire equipment efficiently and gives your company a competitive edge. And for the end user, we can help you to preserve working capital in your business, while benefiting now from the use of the equipment.
Our team is known as industry leaders. We’ve earned our reputation through consistent delivery of financing programs with the most efficient transaction process and superior customer service. With the largest direct sales force within the Canadian market, it’s no wonder our customer service is unparalleled.
The role:
* Please note - this is a 8-month contract opportunity*
This role works with a high volume of administrative tasks related to customer leases and conducts timely, effective maintenance of this information. The incumbent’s primary responsibilities focus on updating, correcting and maintaining data to ensure the accuracy of current contracts in the leasing data system and other external systems (insurance, government, etc.) according to policies and guidelines.
The Bilingual Leasing Portfolio Representative is responsible for providing straightforward and knowledgeable service through daily interactions to create a relationship of mutual trust and confidence with customers, vendors, brokers, and fellow employees. The incumbent works closely with other representatives in his/her team as well as with all sales representatives.
Key Responsibilities- Meets & supports customers’/vendors’/brokers’ and MOCC team member requests/requirements by analyzing and rectifying their concerns using established procedures.
- Interprets, responds and follows-up clearly and effectively to written or verbal requests while maintaining a suitable response time within established SLAs.
- Addresses customer needs while balancing those of the company from end-to-end, except when the file is in collections.
- Works with colleagues at Meridian ECC to ensure clients’ call-in needs are properly determined and addressed via Service Now ticketing system.
- Adheres to guidelines relating to privacy and customer service procedures.
- Offers value-add by directing sales opportunities to MOCC Account Managers.
- Maximizes fee-generating income opportunities (such as when a lease comes to the end of term, lease add-on proposals, trade-ups and the purchase of optional insurance).
- Manages and works through incoming Client Services email box to determine priorities and handle a number of key tasks, including but not limited to:
- Provides buyout/trade-up quotes and invoices in a timely manner.
- Responsible for the input and accuracy of customer updates necessary to effect servicing changes to an account. Act as liaison and advocate between clients, our insurance provider, and outside insurance…
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