Bilingual Leasing Portfolio Representative

Who we are!

Meridian OneCap Credit Corp is an equipment and finance company providing a broad range of financial services to businesses throughout Canada. Our parent, Meridian Credit Union, has 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. We are committed to being the best provider of specialized equipment financing services to strategic vendors across Canada. Our service-oriented culture and exceptional group of professionals serves to provide our strategic partners with value-added service and constructive solutions.

Meridian OneCap Credit Corp provides customized leasing solutions both to help companies sell equipment and to companies that have chosen to lease equipment, rather than buy. For manufacturers and vendors, we enable you to provide your customers with a value-added service that helps your customers acquire equipment efficiently and gives your company a competitive edge. And for the end user, we can help you to preserve working capital in your business, while benefiting now from the use of the equipment.

Our team is known as industry leaders. We’ve earned our reputation through consistent delivery of financing programs with the most efficient transaction process and superior customer service. With the largest direct sales force within the Canadian market, it’s no wonder our customer service is unparalleled.

About Meridian OneCap

The role: *Please note - this is a 8-month contract opportunity*

This role works with a high volume of administrative tasks related to customer leases and conducts timely, effective maintenance of this information. The incumbent’s primary responsibilities focus on updating, correcting and maintaining data to ensure the accuracy of current contracts in the leasing data system and other external systems (insurance, government, etc.) according to policies and guidelines.

The Bilingual Leasing Portfolio Representative is responsible for providing straightforward and knowledgeable service through daily interactions to create a relationship of mutual trust and confidence with customers, vendors, brokers, and fellow employees. The incumbent works closely with other representatives in his/her team as well as with all sales representatives.

Key Responsibilities:

• Meets & supports customers’/vendors’/brokers’ and MOCC team member requests/requirements by analyzing and rectifying their concerns using established procedures.
• Interprets, responds and follows-up clearly and effectively to written or verbal requests while maintaining a suitable response time within established SLAs.
• Addresses customer needs while balancing those of the company from end-to-end, except when the file is in collections.
• Works with colleagues at Meridian ECC to ensure clients’ call-in needs are properly determined and addressed via 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 (such as when a lease comes to the end of term, lease add-on proposals, trade-ups and the purchase of optional insurance).
• Manages and works through incoming Client Services email box to determine priorities and handle a number of key tasks, including but not limited to:
• Provides buyout/trade-up quotes and invoices in a timely manner.
• Responsible for the input and accuracy of customer updates necessary to effect servicing changes to an account. Act 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 the provincial ministries at end of contract.
• Partakes in a customer service specialization sub-department, such as insurance or broker, and is responsible for completing the sub-department assigned tasks, including but not limited to:
• Reporting, liaising with external partners (GAIG insurance representatives, brokers), managing specific email inbox for incoming requests, determining legitimacy of and issuing appropriate refunds, servicing clients based on requests specific to these sub-department functions.
• Services French speaking clients through various mediums of communication, including monitoring incoming phone lines for French calls.
• Actively participates in continuous improvement projects to increase the effectiveness and efficiency of the centralized Customer Service team; identifies opportunities for improvements and defines issues, recommends changes

Knowledge, Skills, and Abilities

• Fluency in both English and French is a requirement for this role as it services customers across Canada.
• Excellent organizational skills, attention to detail and ability to prioritize competing duties in accordance with established procedures.
• Strong written and verbal communication skills.
• An understanding of basic business math and accounting principles.
• Good voice tone and the ability to articulate on the phone are vital.
• Ability to work under pressure and maintain a calm focus.
• Exhibits a professional attitude and image with a commitment to quality service.
• Quick learner who can adopt new information and processes.
• Ability to act as a client advocate.
• Proven ability to work well with people and handle a variety of 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 an asset
• Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience. "

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: CAD $59,800.00 to $65,000.00 annually.

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Office Location: Toronto Corporate Office or Vancouver Corporate Office. This is a hybrid opportunity.

Meridian OneCap has a remote work policy that allows flexibility for employees to work remotely but also requires our employees to attend the office minimum one day per week. The intention is for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.

What's in it for you?

• We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
• We provide you with the tools and technology needed to delight your candidates and clients!
• You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
• Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
• This isn't your typical "corporate" job. We work hard and we have fun!

Build the Future of Banking with Us

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

• Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
• Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
• Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
• Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Our Commitment to Belonging

At Meridian OneCap, belonging starts with people. We are committed to creating an inclusive and accessible workplace where everyone feels valued, respected, supported, and empowered to bring their authentic selves to work. We 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.

We are committed to an accessible recruitment experience and will provide accommodation information to candidates selected for an interview.

To learn more about DEIBR at Meridian, visit meridiancu.ca.

Thank you for your interest in Meridian OneCap. We look forward to learning more about you and the unique experiences and perspectives you could bring to our team.

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Please note that due to the volume of applications, only those under consideration will be contacted for an interview.