Associate Account Manager

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

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.

• 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

• 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

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.

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.

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…