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About the Role
As a Bilingual Funding Officer, you will review applications and provide an uncompromising level of customer service to our Partners and Borrowers. This position reports directly to the Funding Operations Manager and works closely with the Operations team. Success in this role requires organization, attention to detail, and a focus on customer service. You should be a team player, a strong communicator, and highly personable, comfortable multitasking in a high-pressure environment and holding yourself accountable for results.
Responsibilities
- Manage and complete the loan adjudication process by validating supporting documentation and reviewing loan conditions.
- Adhere to established service level agreements (SLAs).
- Provide on the spot coaching to merchants requiring additional document policy training and build lasting customer relationships with Partners.
- Provide prompt, efficient, detailed customer-oriented service to all Partners and Borrowers, respond to all inquiries promptly and maintain detailed notes.
- Maintain knowledge of lending requirements, internal policies and procedures, and compliance and regulatory requirements.
- Follow security and safeguarding procedures for the prevention of loss due to fraud, money laundering or defalcation.
- Understand risks and take appropriate actions, including all documentation, and any other requirements to maintain operational integrity.
- Review own work for accuracy and completeness, identifying inconsistencies or discrepancies that indicate problems with the quality of work.
Requirements
- Bilingual fluency in both English and French is required.
- Willing to learn consumer credit and lending practices.
- Ability to multitask and meet deadlines while adaptable to technology.
- Must be able to work from 1pm - 9pm on weekdays and 10am-6pm on weekends, as scheduled.
Skills
- Customer service
- Organization
- Detail-oriented
- Team player
- Strong communicator
- Adaptable to technology
Location
- Canada
Work Type
- Full-time
- Hybrid
Experience Level
- 1-3 years of experience in financial services or call center environments is an asset.
Salary/Compensations
- $45,000 - $50,000 (inclusive of base and bonus)
Benefits
- Competitive pay and performance-based bonus
- Comprehensive medical, dental and vision coverage
- Lifestyle Account
- RRSP Matching
- Parental Leave Top UP Program
- In office massage, meditation & workout sessions
- Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives.
- Career learning and development programs.
About the Company
- Financeit is a point-of-sale financing provider serving some of the largest home improvement and retail organizations in Canada.
- Our platform helps businesses close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase.
- We are small enough that you can make an impact within the company and large enough to make an impact in the market.
- Financeit is a company where collaboration, inclusivity, fairness, and respect aren’t just ideas that get talked about, but are part of who we are.
- Winner of Canada’s Most Admired Corporate Cultures, twice.
Equal Opportunity
- Financeit is an equal opportunity employer. We celebrate diverse backgrounds and perspectives because we know they make our team stronger and our product better. We hire based on talent, potential, and culture add - no matter your background, identity, or life experience, you are welcome here.
- We may use AI to support our hiring process. While these tools assist our team, applications are ultimately reviewed and assessed by our recruiters.
- If you require accommodation at any stage of the recruitment process, please let our People Success team know.
- Please note that this posting is for an existing vacancy, and all employment offers are contingent upon a successful background and credit check, among other verifications.