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Lease and Loan Documentation and Sales Support - Customer Service Officer

The Toronto-Dominion Bank (Canada)

Burlington, Ontario, Canada Full time July 12, 2026

Opportunity Description

Description

Reporting to the Manager Documentation – Ontario, GTA, Prairie, & Pacific, TD Equipment Finance (TDEF), this position is responsible for managing documentation for new originations and sales support for clients. Assigned to two or more Account Executives the role supports sales processes throughout new originations.

  • Leverage proficiency of various software applications/programs to ensure timely and accurate preparation of documentation; strong knowledge of T-Value, PPSA/RDPRM governing rules and their Registration processes is an asset.
  • Functions include coordination of transactions with vendors, customers, bankers and Account Executives, securing necessary transaction documentation, preparing documents and initiating the funding process.
  • Work with Legal and Credit departments (or other functions as necessary) to facilitate the completions of the transactions.
  • Obtain/compile documentation as required to meet AML (Anti-M...
  • Full time Information and Record Clerks

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