Customer Service Officer II - 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.

TD Equipment Finance (TDEF) Customer Service Officer (CSO) provides support to the Operations and Sales teams at TDEF by managing various customer service requests, ensuring accuracy, completeness, and adherence to TDEF requirements. The position is accountable to deliver superior customer experience, ensure compliance with policies & procedures, and help achieve profitable business growth. Accountable to Credit and Operational Risk Reporting to the Portfolio Management Manager, TD Equipment Finance (TDEF), this position is responsible for completing various documentation tasks post-disbursement and material modification remediation. Coordinating, documenting and initiating the Canadian registration security lien process for a variety of commercial lease and loan documentation products for equipment financing per post-disbursement needs. Managing transactions with vendors, customers, creditors and Sales Managers, securing necessary transaction documentation, preparing documents and ensuring a smooth booking process. Assisting in identifying viable solutions to complete due diligence analysis for transaction reviews, while directly interfacing with internal and external TDEF Customers. Calculating and executing payout quotes, balance confirmations, payment histories and customer inquiries for payment updates and account statuses Ensuring the perfection of a security interest for collateral and complying with company and provincial policies Acting as a liaison between Sales Managers, Commercial Teams and Customer Service. Review and remediate data migration, solve for interest rate, balance variances, fix and train to provide solutions for data accuracy Minimum Qualifications: 2+ years’ business experience Excellent project management skills  Excellent Microsoft Word and Excel skills  Ability to navigate multiple computer systems, applications, and search tools to find information Strong attention to detail and accuracy skills Ability to work independently, proactively, innovatively while exercising sound judgment and support the team for high-volume requests Effective organizational, multi-tasking, and prioritizing skills Ability to work in a fast-paced deadline-driven environment, but with a team-spirited attitude Preferred Skills: Fully bilingual (written / spoken) French and English 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