Jobs at Coast Capital (Now Hiring) — 25 open — Page 2

Location(s): Help Headquarters 

Job Type: Full Time Temporary 

myWork Program: Hybrid

Starting Salary Range:  $25.79  -   $29.69 

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.

The role is a hybrid position based out of our Surrey office at 9900 King George Blvd, Surrey, BC. The team currently meets in office approximately 1–2 times per month at most.

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

• 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.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at [email protected] or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.