Not Ready to Apply?
Jobs at Meridian Credit Union Limited Talent Network
Leasing Portfolio Representative
Job Description

The Bilingual Leasing Portfolio Representative 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, fluency in both English and 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.

Follow us on Twitter at

@MeridianCareers

Connect with us on LinkedIn:



Job Requirements

 

Company Overview

Meridian is Ontario’s largest credit union, helping more than a quarter of a million Members grow their lives and businesses.

As a credit union, we are 100 percent owned by our Members. We work only for them, with profits returned to our Members in the form of the best products and services we can offer.

We get to know our Members so that we can proactively advise them on ways to save money, how to invest for the future and what financial solutions are in their best interest.


Submit your email address to begin the application process for the Leasing Portfolio Representative job
Email is invalid Email address is needed