Administrative Coordinator

At CWB, a subsidiary of National Bank, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

• Putting people first and building relationships with intention

• Seeking out and embracing new ideas

• Believing that how we do things is as important as what we do

On-site requirements. Collaborative connections.

Location | Winnipeg, MB

Unlock your potential. Live your ambitions.

CWB National Leasing, a subsidiary of National Bank, is Canada’s largest and most trusted name in equipment leasing and financing, helping businesses across agriculture, construction, healthcare, transportation, and more access the tools they need to succeed. We offer fast, flexible, and hassle-free leasing solutions designed to support companies’ growth and help them overcome financial barriers.

Joining our team means being part of a leader in equipment leasing, where you'll have the chance to work with a diverse range of clients, tackle unique business challenges, and deliver impactful solutions. If you’re ready to take on exciting projects, build lasting relationships, and grow your career in a dynamic, customer-focused environment, this is the perfect place for you. Apply now and make a real difference in the success of businesses across Canada!

Looking for a great place to work? Are you interested in joining one of Canada’s top employers? Do you like to work hard and have fun? Are you looking for a role that includes variety? Do you enjoy interacting with people and building relationships? If you answered “Yes”, then keep on reading as we may have the perfect position for you!

Whether you’re an administrative professional with experience in the insurance or financial services industry, or a recent graduate with a few years’ experience in a client service environment, it’s your attention to detail, strong organizational skills and warm personality that make you a great fit for this position.

The ability to meet tight timelines while delivering quality service is a must! For more information about our Administration team.

• Verify assets are insured and registered as per requirements

• Review and process external policies to ensure coverage as per requirements

• Follow up with insurance agents and lessees to obtain insurance renewal policies in a timely manner upon expiry of insurance policies

• Follow up with insurance agents and lessees to obtain corrections to insurance policies that do not meet lease requirements

• Review insurance cancellations and contact customer and/or insurance agent to follow up for new policy

• Escalate insufficient insurance coverage issues to Collections following appropriate procedures

• Collect Confirmation of insurance on assets ineligible for Loss Damage Waiver program

• Maintain Loss Damage Waiver program on eligible leases, starting, removing or restarting program as applicable

• throughout the life of a lease

• Quote Loss Damage Waiver Fees & Implement early start of Loss Damage Waiver Fees on requests

• Process insurance letters, including LDW start and restart letters, insufficient insurance notices and final notices as required

• Coordinate refunds to customers where applicable and apply Loss Damage Waiver credits to appropriate billings

• Prepare Power of Attorney documents for vehicle registrations upon Customer request, understanding all provincial nuances

• Respond to customer inquiries

PPSA Registrations and Discharges

• Register leases accurately following the legislative requirements for the province and equipment type

• Ensure registrations are completed within PMSI timeframes to secure priority interest in leased equipment

• Understand provincial nuances regarding registration rules and adhere to all provincial standards to ensure accurate

• registrations are obtained

• Conduct pre-registrations according to policy

• Process amendments of registrations

• Process discharges of registrations following policy and procedure and provide proof of discharge upon request to customers.

Document Acceptance

• Process Acceptance and retention of original documents

• Review Contracts and verify acceptability as originals as per policies such as

• Confirming legibility of the contract

• Reviewing signature and title fields for completion

• Confirm presence of all required attachments with appropriate version number

• Complete contract acceptance by stamping contract as Original, complete the start date, the funded date and initial the contract on behalf of CWB National Leasing

• Review and assess contract eligibility for securitization purposes and flag eligibility in Felix

Administration

• Understanding Business Origination Policy Manual policies as they pertain to Documentation, PPSA & Insurance

• Perform as a team member and ensure collaboration.

• Improve processes within the Administration Department

• About 2 years previous experience in Administration, Customer Service or Insurance

• Fluent in English, (written and verbal)

• French would be considered an asset.

Customer centric attitude. Agile. Active listener. Dependable.

• Strong attention to detail and accuracy

• Ability to maintain a high level of confidentiality

• Proven interpersonal and communication skills

• Ability to resolve customer inquiries and concerns quickly with empathy and professionalism

• Effective organizational skills with a proven ability to prioritize

• Intermediate in MS Office and the ability to quickly learn other applications and programs

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

* Health and wellness program, including many options

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

* Position closes at 12:01am on the close date identified below.