27 Aug
|
National Bank
|
Côte Saint-Luc
27 Aug
National Bank
Côte Saint-Luc
As a Large Direct Operations (LDO) Specialist in the Equipment Finance Centralized services team at National Bank, you’ll be a specialist in Direct Sales operations. With your strong attention to detail, sound judgment, and a customer-first mindset, your experience in and your knowledge of Equipment Finance you’ll have a positive impact to customer satisfaction, operational e ff iciency, compliance and risk management, and the long-term profitability and growth of the organization. Deliver exceptional service to customers and direct sales teams. Account details Ensure agreement integrity and enforceability, accuracy, and compliance with internal policies. Perform contract modifications, including changes to payment structures, terms, products, assets, collateral, or customer details. Verify agreement and customer information; generate, distribute, and maintain contract documentation. Enter and maintain accurate data across internal systems and platforms to support post-funding activities. Maintain data integrity with a compliance and risk mindset. Exercise independent judgment within delegated authorities to support sound business decisions. Identify risks, discrepancies, or processing errors and take corrective action or escalate appropriately. orts to minimize loss exposure and ensure regulatory and contractual adherence. As part of the Equipment Finance sector, you’ll be on a team of 10 colleagues, and you’ll report to the Large Direct Operations Manager. Our team stands out for our ability to handle complex customer and contract issues post funding, work collaboratively across departments,
and contribute to ongoing process improvements. O ff ice or hybrid work environment with standard business hours Monday - Friday; occasional overtime as required. · Works within established policies and procedures while exercising judgment when No direct people management responsibilities. Post-secondary education business administration, customer service or equivalent relevant experience. Minimum 2 years of experience in equipment finance, financial services, sales administration, contract processing, operations, or customer service. Customer focused: required to identify and respond to changes quickly, addressing customer inquiries Respectful of information and data, you are accurate ectively manage several priorities Commitment to working and contributing to continuous improvement of Comfortable navigating many software applications, including Microsoft Office, Salesforce, and several internal applications. In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of adaptable benefits to help promote your wellbeing and that of your family such as: * Flexible group insurance * Generous pension plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Virtual sleep clinic Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.
📌 Operation Management Specialist (Côte Saint-Luc)
🏢 National Bank
📍 Côte Saint-Luc