Bilingual Funding Officer, Concierge Support

Financeit; British Columbia; Remote; CAD 40,000 - 55,000; Full time

Job summary

A leading company in Canada is seeking a Bilingual Funding Officer to join their Operations team remotely. This role focuses on loan processing, exceptional customer service, and maintaining compliance on financial applications. Ideal candidates will be detail-oriented team players with strong communication skills, and a focus on customer service.

Benefits

Competitive pay

Flexible work arrangements

Career learning and development programs

Collaboration-focused remote culture

Virtual events and team activities

Qualifications

• 1 year+ experience in financial services or call center environment is an asset.
• Willingness to learn consumer credit and lending practices.
• Ability to multitask and meet deadlines.

Responsibilities

• Manage the loan adjudication process and validate supporting documentation.
• Provide detailed customer-oriented service to Partners and Borrowers.
• Calculate financial ratios to evaluate customers’ financial worthiness.

Skills

Customer Service

Bilingualism (French)

Technical Skills

Organizational Skills

Multitasking

Job description

Who we are:

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. If such a workplace intrigues you, we hope you’ll join us.

About the role:

As a Bilingual Funding Officer, you will be responsible for reviewing applications and providing an uncompromising level of customer service to our Partners and Borrowers. This position reports directly to the Funding Operations Manager and will work closely with the rest of the Operations team.

To be successful in this new role, you will need to be organized, detail-oriented and focused on customer service above all else. You are a team player, strong communicator and highly personable. You are comfortable multi-tasking in a high-pressure environment and holding yourself accountable for results.

This is a fully remote, 6-month contract role starting asap.

Working hours: 1:00 PM to 9PM PT, Monday to Friday.

1-2 weekend shifts per month on average.

What you'll do:

• 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 any merchants that require 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
• Calculate financial ratios to evaluate customers’ financial worthiness.
• 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.

• Bilingualism in French is required.
• Customer Service experience is required.
• 1+ years of experience in financial services or call centre environment is an asset.
• Willing to learn consumer credit and lending practices.
• Technical and organizational abilities are a must.
• Ability to multitask and meet deadlines.
• Availability between the hours of 1:00 PM and 9:00 PM PT Monday to Friday, and between 7:00 AM to 3:00 PM PT on Saturdays and Sundays.

Winner of Canada’s Most Admired Corporate Cultures for two consecutive years. We offer more than just the basics, take advantage of:

• An award-winning culture with a collaborative & inclusive team.
• Competitive pay.
• Committed to flexible work arrangements, offering hybrid workplace options.
• Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives.
• Career learning and development programs.

Next Steps:

If what you just read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for a phone interview.

Financeit is an equal opportunity employer. Accommodation is available on request for candidates taking part in all aspects of the selection process.