Customer Relations Specialist

At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doCustomer Relations SpecialistRoles Specifications Location | Richmond Hill, ONCWB Maxium Financial Trusted partners. Experienced lenders. CWB Maxium offers creative financing solutions to businesses across Canada. that responds directly to the specific needs of each customer. As part of CWB Financial Group, we have robust funding capabilities and access to capital, allowing us to help more customers in more ways. We have earned a reputation for innovative lending solutions coupled with an unparalleled ability to build long-term relationships. Today, our financial portfolio exceeds $2 billion. We are active, present, and engaged in the markets we finance including healthcare, condo, and strata, (repair and maintenance), renewable energy, golf, commercial/corporate and structured program financing. The opportunityAs a valued member of our team, you will have the opportunity to provide exceptional customer service and administration support while working on a range of finance and leasing projects. With your proven track record in corporate leasing and finance, coupled with your ambition to excel, you will stand out amongst your colleagues and have the chance to make a real impact. We are dedicated to helping you develop your skills, achieve personal and professional growth, and fulfill your career dreams.What you'll be responsible forProvide an exceptional level of customer service that consistently exceeds expectations, enhancing client relationships.Maintain program and vendor relationships, ensuring timely payments and assisting with reconciliations.Ensure compliance with CWB Maxium policies and procedures, including loan management, data integrity, and approved exposure limits.Interpret deal structures to process program and loan documentation, facilitating accurate billing and portfolio collection.Prepare cash flow reports, providing reconciliation for CWB Maxium and program partners on a weekly and monthly basis.Communicate deficiencies and rejected contracts to program partners, following up to obtain outstanding items.Collaborate with credit, sales, and program management teams regarding non-standard credit conditions and requirements.Prepare and submit transactions to credit and management for audit and approval.Who we’re looking for & what you’ve done:3 to 5 years of corporate lease and finance experience.A strong understanding of PPSA regulations.Some post-secondary education in business or a related field.In addition, we are looking for someone who possesses the following qualities:Strong focus on meeting client needs, with a passion for nurturing long-term relationships and offering effective solutions.Excellent attention to detail and the ability to work accurately in a fast-paced, changing environment.Strong time management skills and the ability to proactively understand and meet customer needs.Exceptional problem-solving skills and the ability to adapt to evolving conditions.Mathematically and technologically savvy, with proficiency in MS Office products, especially Word and Excel.If this opportunity excites you, and you are seeking a challenging and rewarding career in finance and insurance, we would love to hear from you.Why work with us? Your success is our obsession! And our award-winning culture & benefits back it up. Proudly recognized by Great Place to Work® in 2024 as one of Canada’s top 50 Best Workplaces & member of Waterstone Human Capital’s Most Admired Corporate CulturesTM Hall of Fame. Wellness matters. We offer an award-winning benefits package that includes: Hybrid work environments Everyday flexibility Generous company-funded health coverage Health care spending account A flexible wellness program generous time-away options to unplug, rest & recover Career development. We commit to our employees’ development and help them reach their professional goals with: Organization wide coaching services Mentorship Education support & training programs Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups. #LI-JL1IND-JRAs an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.Closing Date:* Position closes at 12:01am on the close date identified below.05/21/2024