Funding & Income Analyst - Toronto, Canada - Prefera Finance Ltd.

Prefera Finance Ltd.

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Position Summary:

Under the direction of the Funding Manager, the analyst is responsible for assisting with all applicant income and funding document verification processes as outlined in the established Funding & Income policies & procedures.

This role is responsible for assisting our dealer partners on a day to day basis to complete loan transactions with future Prefera customers.

Key Accountabilities:

Perform reviews of loan/income documents in a timely manner to ensure all documents are perfected confirming the validity of the contract. This is done using our loan administration system.
Main Activities:_
Receive and allocate all income and loan documents to the respective customer folders
Verify applicant income using established calculation processes
Verify loan document paperwork to ensure lien perfection
Communication with dealer partners to ensure a seamless customer service experience
Process completed paperwork for lien registration and dealer funding
Track monthly dealer results and help design monthly dealer promotions
Support Management on ad-hoc projects
Provide help to the Customer Service team if necessary
Contribute to the success of the operations department through personal efforts to enhance own knowledge and skills. Assist in achieving common goals and objectives and maintaining a respectful, positive work environment.
Main Activities:_
Adhere to work day schedule
Maintain uptodate knowledge of department policies and procedures
Participate in team meetings, workshops and individual coaching sessions
Build and maintain effective working relationships with colleagues
Actively participate in performance management process in support of own personal and professional departmental objectives
Maintain knowledge of and complete annual training of any compliance requirements

- (Note: The omission of specific statements does not preclude management from assigning specific duties not listed herein if such duties are a logical assignment to the position)_

Education & Experience:

Highschool required
Post-Secondary education is an asset

Knowledge, Skills and Abilities:

Working knowledge of Microsoft Office Suite (Outlook, Word, Excel) and company software systems.
Extremely detail oriented, able to multitask and prioritize work in response to requests and inquiries.
Ability to work independently and make decisions / problem solve based on sound judgement.
Demonstrated communication skills with ability to interact with peers, management, and other departments in a professional manner.

Working Conditions:

Works indoors in adequate work space, with adequate temperature, ventilation and lighting.
Normal exposure to noise, stress and disruptions.
Must be able to sit at a computer for long periods throughout the workday, with intermittent periods of standing, walking to carry out essential duties of the job.
Standard 37.5 hour workweek, some shift work may be required to account for business needs

Salary:
$45,000.00-$50,000.00 per year

Benefits: