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Jobs at Meridian Credit Union Limited Talent Network
Regional Sales Coordinator - Vancouver
Job Description

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.

https://www.meridiancu.ca/MOCC/AboutUs.aspx

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 Regional Sales Coordinator (RSC) is responsible for supporting Meridian OneCap (MOCC) Account Managers, Sales Representatives and/or Broker Managers by coordinating transactions between the Sales, Credit, and Audit departments for direct and indirect (Broker) finance channels.

The incumbent is expected to provide support in order to meet monthly volume and pricing targets as set out for the Region. The incumbent is also responsible to ensure all associated documentation produced within the department is accurate and is within MOCC’s policies and procedures.

Key Responsibilities:

Quotation preparation

  • Receives loan applications and prepares quotes for Vendors and/or Brokers and Lessees.
  • Ensures all necessary information is received to process loan/lease applications
  • Transaction processing
  • Confirms details of the request with the Vendor/Broker
  • Accurately enter transaction details into the application system (Edge)
  • Submits application to Credit
  • Follows up with Broker or directly with the applicant forany additional details/questions received from Credit
  • Contacts customers to confirm details of their contract and review transaction pricing using the tools provided.

Transaction completion

  • As required, works with the audit group to confirm how to properly document more complicated transactions
  • Sends out legal documents to Vendor/Broker and/or Lessee
  • Registers appropriate liens through appropriate Provincial collateral Registries to perfect security (to ensure enforceability of documents and a priority on equipment to minimize losses in the event of contract default.)
  • Follows up for the return of documents, as required
  • Reviews all transaction documentation to ensure it is properly executed and in compliance with credit authorization and pricing guidelines.
  • Ensures compliance with all provincial and federal regulations and internal company policies, including but not limited to Reducing the Risk (Anti-Money Laundering), Know Your Customer, and Information Security & Privacy
  • Works with Vendors/Brokers/Lessees to address any documentation deficiencies
  • Prepares Lease packages for Audit
  • Scans and uploads all documentation into the Application system and submit it for Audit
  • Works with Audit to deal with any issues or additional information which may be required

Administration

  • Follows-up with the Vendor/Broker/Lessee on all non-material transaction deficiencies as identified by Audit
  • Updates and distributes indirect lease program pricing information, as applicable, at the direction of the Broker Manager, and maintains a database of indirect contacts.
  • Learns various vendor and/or broker programs, fee structures and special handling of specific accounts
  • Prioritizes tasks for the workday and re-evaluates priorities as new tasks are required.
  • Provides reception relief as needed

Knowledge, Skills and Experience:

  • College degree or equivalent experience.
  • Minimum one (2) year of administration experience preferably in financial services.
  • Knowledge of leasing industry considered an asset but not required.
  • Strong analytical skills.
  • Strong written and oral communication skills.
  • Developed computer software skills, including spreadsheets, word processing and presentation software.
  • Strong communication, organization and time management skills; ability to interact effectively with customers and all levels of staff.
  • Must be able to handle multiple interruptions and adjustments to priorities throughout the day.
  • Ability to exhibit a professional attitude and image with a commitment to quality service.
  • A confident personality who truly enjoys working with people.
  • Aptitude for mathematics including financial calculations.
  • Self motivated and able to work in a dynamic, fast paced and demanding environment.
  • Able to work both independently and collaboratively as part of a team
  •  

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?

  • 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.

    We are interested in employees who will take personal responsibility for making our company a success.  Our employees are truly valued and treated with respect.  The work environment is stimulating, challenging and fun.  You’ll be surrounded by people who are passionate about what they do.

    We recognize people as our most valuable asset.  We offer a competitive compensation plan, outstanding benefits package and the professional advantages of an environment that supports your learning and development and recognizes our achievements.

    If you are interested in becoming a part of this dynamic, professional, team-oriented environment, please click on ‘Apply for this Position’.

Experience the Difference!

Thank you for your interest in Meridian Credit Union. Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

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:    

https://www.linkedin.com/company/meridian-credit-union/careers?trk=top_nav_careers



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.


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