Location(s): Surrey, Vancouver - Lower Mainland
Job Type: Permanent
myWork Options: In-person, Hybrid
Starting Salary Range: $49,700 to $57,200
Background Screening Requirement:
Enhanced Criminal Record Check
Credit Check
Identity Verification
Employment Verification
References
Job Purpose
The Funding Representative is responsible for verifying and validating approved lease and loan applications and other supporting documents. The incumbent ensures that all critical information is accurate and complete to support the release of funds to the vendor. In addition, the Funding Representative for Broker Desk performs audits to verify and validate lease and loan documentation files submitted for funding.
Accountabilities
Act as a key customer liaison to the Account Executive team by managing day-to-day client inquiries
Use online client management tools to ensure timely processing of financing requests.
Proactive engagement/collaboration with internal and external stakeholders, ensuring timely and accurate completion of credit submissions and contracts
Regular maintenance of client databases / daily transactional reporting
Maintain regular client contact to facilitate timely collection of credit information
Timely submission of completed credit packages for risk adjudication
Monitor progress of credit applications from submission through to funding stages
Proactively follow up to address any outstanding audit requirements or deficiencies
Timely generation and distribution of client documentation for execution
Coordination of client signatures
Schedule meetings and prepare meeting agendas for Account Executive and Senior Leadership teams
Generate weekly and monthly dashboard reports as required
Regular updating of CRM with relevant client info, including change of status, contact information, transaction notes and key activities
Maintain rigorous quality controls, ensuring accuracy of credit submissions and client documentation
Skills and Qualifications
Here’s what you bring to our outstanding team:
A minimum of one year’s experience. Experience in the finance and leasing industry is considered an asset.
High School Diploma
Developing and managing relationships through effective communication is key for this role. So your verbal and written English skills have to be great. If you also know a second language, that would make our day. Maybe even our week.
A superior technical aptitude, learning a variety of accounting platforms/ CRM tools, and basic PC technical troubleshooting skills to help empower you to self-serve.
Excellent time management and organizational skills
Ability to work well as part of a team to increase efficiencies and facilitate issue resolutions
Ability to be flexible with respect to job assignments, workload and time management
Equity, Diversity & Inclusion at Coast Capital
Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.
At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.
We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact accessibility@coastcapitalsavings.com or call 778-391-5836. We will work with you to meet your needs.
