Opportunity Description
As a Large Direct Operations (LDO) Specialist in the Equipment Finance Centralized services team at National Bank, you’ll be a specialist in Direct Sales operations. With your strong attention to detail, sound judgment, and a customer-first mindset, your experience in and your knowledge of Equipment Finance you’ll have a positive impact to customer satisfaction, operational eff iciency, compliance and risk management, and the long-term profitability and growth of the organization.
Your role:
- Deliver exceptional service to customers and direct sales teams.
- Respond to and resolve inquiries in a professional and timely manner related to post funding modifications, documentations, and terminations, including
- Account details
- Agreement modifications
- Partial quoting, documentation, and processing
- Payment details
- Post-funding documentation
- Refunds
- SAMU / HRLMU quoting
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