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About the Role

This role involves a high volume of administrative tasks related to customer leases, ensuring timely and effective maintenance of leasing data. The primary focus is on updating, correcting, and maintaining data accuracy in leasing and external systems. The Bilingual Leasing Portfolio Representative provides straightforward and knowledgeable service to customers, vendors, brokers, and employees, fostering trust and confidence.

Responsibilities

Meets and supports customer/vendor/broker and MOCC team member requests by analyzing and rectifying concerns using established procedures.
Interprets, responds to, and follows up clearly and effectively on written or verbal requests within established SLAs.
Addresses customer needs while balancing company needs from end-to-end, excluding collections.
Works with colleagues at Meridian ECC to ensure clients' call-in needs are properly determined and addressed via the Service Now ticketing system.
Adheres to guidelines relating to privacy and customer service procedures.
Offers value-add by directing sales opportunities to MOCC Account Managers.
Maximizes fee-generating income opportunities (e.g., end-of-term lease, lease add-on proposals, trade-ups, optional insurance purchases).
Manages and works through the incoming Client Services email box to determine priorities and handle key tasks.
Provides buyout/trade-up quotes and invoices in a timely manner.
Responsible for inputting and ensuring accuracy of customer updates for servicing changes to an account.
Acts as liaison and advocate between clients, our insurance provider, and outside insurance companies to resolve billing issues.
Coordinates insurance claims between clients, insurance companies, Risk Management, and other stakeholders.
Provides documentation and support for title transfer of vehicles with provincial ministries at the end of the contract.
Participates in a customer service specialization sub-department (e.g., insurance or broker) and completes assigned tasks.
Services French-speaking clients through various communication mediums, including monitoring incoming phone lines for French calls.
Actively participates in continuous improvement projects to enhance the effectiveness and efficiency of the centralized Customer Service team.
Identifies opportunities for improvements and defines issues, recommending changes.

Requirements

Fluency in both English and French is required.
Excellent organizational skills, attention to detail, and ability to prioritize competing duties.
Strong written and verbal communication skills.
Understanding of basic business math and accounting principles.
Good voice tone and ability to articulate on the phone.
Ability to work under pressure and maintain a calm focus.
Professional attitude and commitment to quality service.
Quick learner adaptable to new information and processes.
Ability to act as a client advocate.
Proven ability to work well with people and handle multiple items simultaneously.
Takes ownership and accountability for own actions.
Flexibility to work longer hours on short notice as business demands.
Proficient with Microsoft operating systems including Word, Excel, Outlook, and the Internet.
Prior banking experience is an asset.
Comfort learning and adopting new digital tools, with an openness to using AI-enabled technology.
Experience with low/no code tools like Microsoft Power Platform is an asset.
Experience with generative AI productivity tools like Microsoft Copilot is an asset.
Ability to analyze, evaluate, and interpret information from various sources.
Ability to apply logic and problem-solving to make decisions.
Leverage data and insights to identify, prioritize, and improve member experience and business efficiency.
Comfort navigating and embracing change and uncertainty.
Willingness to ask more questions, explore more options, and continuously learn and grow.

Skills

Customer Service
Data Maintenance
Leasing Data Systems
Insurance
Government Systems
Communication
Problem-Solving
Microsoft Office Suite
AI-enabled technology
Low/no code tools
Microsoft Power Platform
Generative AI productivity tools
Microsoft Copilot
Critical Thinking
Data Analysis
Adaptability

Location

Toronto Corporate Office
Vancouver Corporate Office

Work Type

Hybrid
8-month contract

Experience Level

Not specified

Education Level

Not specified

Salary/Compensations

CAD $59,800.00 to $65,000.00 annually

Benefits

Inclusive and collaborative working environment
Tools and technology provided
Opportunity to work with and learn from diverse industry leaders
Hybrid work arrangements
In-person office time for collaboration, innovation, and relationship building

About the Company

Meridian OneCap Credit Corp is an equipment and finance company providing financial services to businesses throughout Canada.
Parent company is Meridian Credit Union, with over 70 years of banking history and is Ontario’s largest credit union.
Meridian OneCap is a provider of asset financing in the form of capital leases.
Committed to being the best provider of specialized equipment financing services to strategic vendors across Canada.
Service-oriented culture and exceptional professionals provide value-added service and constructive solutions.
Provides customized leasing solutions to help companies sell equipment and to companies that lease equipment rather than buy.
Enables manufacturers and vendors to provide customers with value-added services that help customers acquire equipment efficiently.
Helps end-users preserve working capital while benefiting from equipment use.
Team is known as industry leaders, earning reputation through consistent delivery of financing programs with efficient transaction processes and superior customer service.
Has the largest direct sales force within the Canadian market.
At Meridian, we’re not just adapting to the future—we’re shaping it.
See talent as a catalyst for sustainable growth, community impact, and future-readiness.

Equal Opportunity

At Meridian OneCap, belonging starts with people.
Committed to creating an inclusive and accessible workplace where everyone feels valued, respected, supported, and empowered to bring their authentic selves to work.
Believe that diverse backgrounds, identities, abilities, sexual orientation, experiences, and perspectives make us stronger and help us better serve our Members, communities, and one another.
Committed to an accessible recruitment experience and will provide accommodation information to candidates selected for an interview.