Lease and Loan Documentation and Sales Support - Customer Service Officer (Burlington)

Lease and Loan Documentation and Sales Support - Customer Service Officer (Burlington)

17 Sep
|
TD Bank
|
Burlington

17 Sep

TD Bank

Burlington

On Site
Burlington, Ontario
Full time
R_1497951
**Work Location:**
Burlington, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
Personal & Commercial Banking
**Pay Details:**
52 700$/$52,700 - 74 400$/$74,400 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues.

Growth opportunities and skill development are defining features of the colleague experience at TD.

Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**Department Overview**
The TD Equipment Finance team is a Centre of Excellence within Business Banking.

Our mandate is to structure equipment financing (leases and loans) for business clients and prospects as an alternative to other conventional bank sources of financing such as term loans.
*****
**Job Description**
Reporting to the Manager Documentation – Ontario, GTA, Prairie, & Pacific, TD Equipment Finance (TDEF), this position is responsible for managing documentation for new originations and sales support for clients.

Assigned to two or more Account Executives, the role supports sales processes throughout new originations.

Leverage proficiency of various software applications/programs to ensure timely and accurate preparation of documentation; robust knowledge of T-Value, PPSA/RDPRM governing rules and their registration processes is an asset.

Functions include coordination of transactions with vendors, customers, bankers and Account Executives, securing necessary transaction documentation, preparing documents and initiating the funding process.

Work with Legal and Credit departments (or other functions as necessary) to facilitate the completion of the transactions.

Obtain/compile documentation as required to meet AML (Anti-Money Laundering) and KYC (Know Your Customers) guidelines
Register/assess transactions for PMSI/RDPRM priority and, as required, review searches and obtain waivers.

Respond to customer service inquiries and interface directly with external TDEF customers when necessary.

Assist in identifying viable solutions to make deals work.

Deliver legendary customer service at every interaction and execute plans to improve the customer experience.

Build and maintain solid relationships with internal fulfillment partners in order to maximize efficiency and customer service.

Actively refer to other business partners both within Business Banking and across TDBFG and respond effectively to reciprocal referrals.

Actively participate in the performance management process including performance reviews, feedback and coaching sessions as well as performance and development discussions.

Embrace and promote a positive environment that supports a diverse workplace.
A strong team player assisting with other administrative tasks as needed.

Service-level focused with a strong attention to detail.

Be knowledgeable of and comply with Bank and Industry Codes of Conduct.
*****
**Job Requirements**
Business experience in the financial industry is an asset




Strong oral and written communications skills are essential
Should be resourceful, have strong organizational skills and work successfully with minimal supervision in a fast paced, high volume, deadline driven environment.

Must possess the ability to multitask
Will work closely in a team environment in order to meet individual and team driven benchmarks.

Should be conscientious and detail oriented in order to mitigate any risk to the bank.

Must demonstrate the ability to be resourceful and proactive in their approach to problem resolution
Ability to quickly learn current systems and applications
Solid Knowledge of Microsoft Office required
Bilingual (French) is an asset.
**5 years' Equipment Finance Experience preferred.**
College or University graduate preferred.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.

Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world.

More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing.

Together, we are reimagining what banking can be for our clients, colleagues and communities.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Learn more (http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td)
**Additional Information:**
We're delighted that you're considering building a career with TD.

Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes.

It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed.

You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships,



TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals.

Here at TD, we hire and develop the best.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview.

We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us.

Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
US Labor & Employment Posters
(https://tdbank.site.findly.com/wp-content/uploads/sites/3875/2026/07/USApplicant

Rights_revised_7-13-2026.pdf) | California Privacy (https://www.td.com/us/en/personal-banking/privacy/california/)

Accessibility (https://www.td.com/us/en/personal-banking/universal-footer/accessibility/)
FAQ (https://cdn-static.findly.com/wp-content/uploads/sites/3345/2024/08/02032545/FAQ_EN.pdf)
**Our Values**
At TD we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
**Our Commitment to Diversity, Equity, and Inclusion**
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.

We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
**Helping to Make an Impact in Communities – TD Ready Commitment**
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.

That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative.

Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health.

It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

Learn more: Canada (https://www.td.com/ca/en/about-td/ready-commitment)
US (https://www.td.com/us/en/about-us/communities/ready-commitment)
Europe & Asia Pacific (https://www.td.com/ca/en/about-td/ready-commitment)
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

📌 Lease and Loan Documentation and Sales Support - Customer Service Officer (Burlington)
🏢 TD Bank
📍 Burlington

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