Leasing Portfolio Representative - Full Time - OneCap Credit
Vancouver, CA
5d ago

Meridian OneCap Credit Corp (MOCC) 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.

MOCC (formerly Roynat Lease Finance) 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

Who we are!

Meridian OneCap 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.

Purpose of the Job

The incumbent is responsible for the servicing and maintenance of lease accounts for direct and brokered transactions. The key to this role is to achieve customer satisfaction, minimize escalation of customer issues, and facilitate day-to-day business functions while supporting Corporate, Financial and Department goals.

This role works with a high volume of administrative paperwork 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 Meridian’s policies and guidelines.

The Leasing Portfolio Representative is also 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.

Major Accountabilities

  • Meets and supports customers’ / vendors’ / brokers’ 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.
  • Addresses customer needs while balancing those of the company from end to end except when in collections.
  • Adheres to guidelines relating to privacy and customer service procedures.
  • Offers value-add by directing sales opportunities to our 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).
  • Provides buyout / trade-up quotes and invoices in a timely manner.
  • Effectively coordinates the rewrites and assignments of contracts under the guidance of the Leasing Portfolio Supervisor.
  • Responsible for the input and accuracy of customer updates necessary to effect servicing changes to an account.
  • Disposes contract on system when contracts are complete, and ensures a balance of all journal entries.
  • Negotiates end of term contract payments using knowledge of vendor / broker programs.
  • Acts as liaison and advocate between clients, our insurance provider, and outside insurance companies to resolve billing issues.
  • Coordinates insurance claims between clients, insurance companies, Risk Management and other stakeholders.
  • Provides documentation and support for title transfer of vehicles with the provincial ministries at end of contract.
  • Actively participates in continuous improvement to increase the effectiveness and efficiency of the centralized Customer Service team.
  • Education / Work Experience / Designations

  • Completion of a post-secondary education program (college or university) or equal work experience.
  • Minimum two (2) years’ experience in a customer service capacity utilizing the telephone as the primary means of communication.
  • Previous experience in a customer service or an accounts receivable role.
  • This role services customers on a national basis and, therefore, billingualism in French is an asset.
  • Excellent organizational skills, high attention to detail and ability to prioritize competing duties in accordance with established procedures.
  • Strong written and verbal communication skills.
  • A good understanding of basic business math and accounting principles.
  • Good voice tone and the ability to articulate on the phone are vital.
  • Ability to work under pressure and maintain a calm focus.
  • Exhibits a professional attitude and image with a commitment to quality service.
  • Quick learner who can adopt new information and processes.
  • Ability to act as a client advocate.
  • Proven ability to work well with people and handle a variety of items simultaneously.
  • Takes ownership and accountability for own actions.
  • Flexibility to work longer hours on short notice as business demands.
  • Proficient with Microsoft operating systems including Word, Excel, Outlook and the Internet.
  • What's in it for you?

    We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!

    We provide you with the tools and technology needed to delight your clients!

    Did you know our leadership team has worked in the Canadian finance industry for a combined 120 years?

    Dress for your day! Be comfortable when you can!

    This is not your typical "corporate" job. We work hard and we have fun!

    We offer a competitive total rewards package that includes base salary, a performance bonus, vacation, personal & sick days, personal development funding, paternity / maternity leave top-ups and much more.

    Meridian is committed to providing accommodations for people with disabilities. Should you require an accommodation, we will partner with you to meet your needs.

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