Sales Operations Specialist

Overview

Meridian One Cap Credit Corp (MOC) 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.

MOC 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 Sales Operations Specialist is responsible for queue management as well the handling of transactions from credit application stage to processing the deal for funding. This includes working with the Business Development Managers and vendors/external parties to ensure all documentation is complete and accurate and that all credit conditions have been satisfied. This individual will communicate with vendor partners, sales teams, end-user clients, and internal operational teams to coordinate the transaction.

• Serve as the principal point of contact for all policy and process related questions and escalations from our sales reps and business partners
• Deliver support for team structure activities that will help reinforce an improve internal relationships, reduce attrition, and improve performance
• Facilitate meaningful and progressive team huddles/meetings to ensure team cohesion and engagement
• Provide peer mentoring for the transition of processes and integration of technology
• Work with management on cross-functional initiatives as required
• Address complaints/escalations identify source causes of issues and work with the management on resolutions
• Provide feedback to management concerning possible problem areas or areas of improvement as well as performance of the team
• Assist in the day-to-day management of the sales support queues

• Analyze current procedures and workflows to identify opportunities for enhancement and implement effective changes to optimize efficiency and productivity
• Facilitate the integration of new procedures by developing and delivering training, creating documentation and providing ongoing support to ensure a successful adoption
• Track the effectiveness of implemented process enhancements and new procedures, gathering feedback and making adjustments as needed to achieve desired outcomes
• Process Credit applications, confirm and review details of request, accurately enter transaction details into the application system, assist with subsequent queries or information required by credit
• Identify and understands fully the necessary documents and agreements required based on the transactions structure, prepares and sends the required legal documents/agreements to the client/vendors.
• Follow up with external parties for the timely receipt of all documentation.
• Accurately registers required liens in appropriate jurisdiction and according to legislated timelines to perfect security to ensure enforce ability of priority on equipment to minimize losses in the event of contract default.
• Accurately enters and updates all transactional information, including critical financial data elements into the…