Funding Representative - Surrey, Canada - Coast Capital Savings

Coast Capital Savings

Verified Company

Surrey, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

As a member-owned cooperative, we're helping our members with their real goals and real challenges so they can live the real life they want.

It's what we've been doing for over 80 years, and it's why today we stand almost 600,000 members strong.

Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone - because when our members do well, we believe our communities should do well too.

Funding Representative

Location:
Help Headquarters
Job Type: Full Time
myWork Options: In-person, Remote, Hybrid
What's the job?What you'll get to do**:

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
Proactively followup 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
Who are we looking for?
Here's what you bring to our outstanding team:
A minimum of one years' 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 have knowledge of a second language as well, that would make our day. Maybe even our week.
A superior technical aptitude, learning a a variety of accounting platforms/ CRM tools will be easypeasy for you and basic PC technical troubleshooting skills to help empower you to selfserve
Excellent time management and organizational skills
Ability to work well as part of a team to increase efficiencies and facilitate issues resolutions
Ability to be flexible with respect to job assignments, workload and time management.

Equity, Diversity & Inclusion at Coast Capital- Why join Coast Capital?

Purpose is our North Star.
We look at everything through our purpose.

It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.

Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.

A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.

Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.

Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.

Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's.

Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.

Real recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year.

An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards.

We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities.

Double your impact. Through our employee volunteer program, Coast Capital donates $