Documentation Specialist - TDEF

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.

Department Overview The TD Equipment Finance (TDEF) 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.

Reporting to the manager of documentation, TD Equipment Finance, this role is responsible for managing the documentation process for new originations. The CSO partners closely with one or more Account Executives and plays a key role in supporting transactions from approval through to funding. Success in this role requires strong organisation, attention to detail, and the ability to manage multiple priorities in a high-volume environment while ensuring accuracy and risk mitigation. Key accountabilities include: Preparing and coordinating documentation for equipment financing transactions (leases/conditional sales contracts/loans), ensuring accuracy, completeness, and alignment with approved terms Managing the full documentation lifecycle, including gathering required conditions, validating information, and ensuring files meet audit and funding requirements Coordinating closely with Account Executives, Account Managers, and internal partners to move transactions forward efficiently Assessing transactions for PMSI/RDPRM registration requirements, reviewing supporting searches, and coordinating waivers where required Applying AML and KYC requirements, ensuring all regulatory and compliance standards are met Using internal systems and tools to support timely, accurate deal execution Proactively identifying potential issues and working collaboratively to find practical solutions to keep deals on track Delivering a high level of service to both internal partners and customers, with a focus on responsiveness and follow-through Building and maintaining strong working relationships with business partners to support efficient deal flow Supporting process improvements and participating in initiatives to enhance the overall customer experience Contributing to a positive, collaborative team environment and supporting team priorities as needed Maintaining strong knowledge of policies, procedures, and industry requirements, including compliance with Bank and industry codes of conduct Actively participating 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. Job Requirements Core qualifications and skills: Strong organisational skills with the ability to manage multiple files and priorities simultaneously High attention to detail with a focus on accuracy and risk mitigation Ability to work effectively in a fast-paced, high-volume, deadline-driven environment Strong critical thinking and problem-solving skills, with the ability to assess issues and identify appropriate solutions Ability to work independently, with minimal supervision, while also contributing to a collaborative team environment