Portfolio Administrator - #452371

• 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 Portfolio Administrator is responsible for managing a dynamic portfolio of funded deals, ensuring the accuracy and completeness of lease and loan agreements from origination partners. This role involves verifying documentation, coordinating with accounting to ensure timely funding, and assisting with the preparation of funding and reporting packages. The Portfolio Administrator serves as a key point of contact for partners, resolving inquiries and escalating issues when necessary. Additionally, they work closely with management to ensure compliance with program guidelines and maintain organized records to support efficient portfolio management.

What You’ll Be Doing

• Verify the validity and accuracy of lease and loan agreements from origination partners and ensure packages sent to correct funding partners
• Verify documentation against audit checklist, ensuring all original lease and loan documents are included in the funding request file
• Assist in the preparation of funding and reporting packages by gathering required information and ensuring accuracy
• Work with accounting/finance department on ensuring timely funding of contracts
• Act as a point of contact with the company’s partners for inquiries and to resolve issues and escalate matters to the appropriate manager, when required
• Work with manager on ensuring portfolio processes are kept within compliance and program guidelines
• Using a high level of organization to keep and maintain all records and documents
  
  

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
• Works well under pressure to meet ongoing and overlapping deadlines within short time constraints
• You are detail oriented and able to identify errors
• Effective communication, organization and interpersonal skills
• Ability to work in a fast-paced environment
• You thrive in an environment that involves multitasking and changing priorities
• Ability to work both in a team and independently with minimal supervision
• Advanced skills with Microsoft Office products
• 2+ years of relevant experience working with documentation and contracts within financial services
• Post-secondary diploma or bachelor’s degree is an asset
  
  

Why Join TFG

TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.

As part of the Travelers Financial Group of Companies, TFG Financial Corporation is one of the largest independent commercial equipment finance companies in Canada. We provide financing and leasing for a variety of revenue-producing assets such as trucks, trailers, light to heavy construction equipment, and manufacturing and material handling equipment. Our mission is to be our customer’s first choice by making equipment financing easy while providing a wide range of financing solutions.

TFG is an equal opportunity employer and believes in providing a diverse and inclusive workplace where all team members have an opportunity to succeed.

Results, Recognition, and Rewards: At TFG, 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 TFG, 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, TFG provides a company matching program, helping you grow your investments more effectively.

Promoveo: TFG Financial 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.