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

Your Talent, Your Terms | Results, Recognition and Rewards

What’s the job:

The Manager, Documentation and Funding is responsible overseeing a team of Documentation and Funding Representatives and ensuring adherence to policies/processes, quality, training and coaching. The Documentation and Funding team’s main focus is to prepare and complete lease and loan documentation for equipment financing transactions. 

What you’ll be doing:

• Responsible for team members being knowledgeable of the products, services and procedures relative to the needs of the groups they are supporting
• Maintain accuracy of Documentation and Funding Representatives’ work by performing quality assurance
• Ensure that Documentation and Funding team members are organized, sufficiently trained and cross-trained to perform their responsibilities and are developed to their potential and deployed in a manner that permits a cost-effective operation
• Respond to and resolve escalated issues. Escalate problems or situations to the appropriate leadership for resolution
• Conduct performance reviews with Team Leads
• Plan and facilitate weekly group huddles and skill-building sessions with Team Leads and the Documentation and Funding team
• Ensure optimum levels of productivity are maintained by utilizing and applying operational effectiveness metrics and systems
• Participate in partner meetings and action any Documentation and Funding related initiatives and deliverables 
• Analyze current Documentation and Funding processes and procedures and develop strategies for improvement
• Foster strong relationships with all partners including lending partners, origination partners and internal teams to ensure partner satisfaction

What you bring:

• 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
• Proven interpersonal and communications skills, including coaching, feedback and motivational techniques to successfully conduct program related activities, manage direct reports and influence others to become operationally effective
• Ability to lead and motivate a team towards performance goals
• Detail oriented and able to identify errors
• Advanced skills with Microsoft Office products
• Post-secondary diploma or bachelor’s degree is an asset
• 7+ years of experience in financial services with a focus on equipment finance with 5+ years of management experience

Why join TFS:

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.

TFS is an equal opportunity employer and employs team members without regard to race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical disability, mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic.

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.

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 you grow your investments more effectively.

Promoveo: TFS celebrates choice and offers the ability to work in office (Vancouver, BC), hybrid or remote (for most roles).  We know that our team members are the most important part of our business and we trust in our team members to work in a way that provides them the ability to succeed in their work.  

We do not use artificial intelligence (AI) to screen, assess, or select applicants for this position. 

This job posting is for an existing vacancy within the organization.