Bilingual Funding Officer, Concierge Support (Remote)

Financeit; Ontario; Remote; CAD 45,000 - 55,000; Full time

Job summary

A leading company specializing in point-of-sale financing seeks a Bilingual Funding Officer to enhance customer service and manage loan applications. The role involves teamwork and accountability in a fully remote, 6-month contract, fostering an inclusive culture and offering flexible working hours.

Benefits

Competitive pay

Remote work

Flexible work arrangements

Career learning and development programs

Virtual events and team activities

Qualifications

• Bilingualism in French is required.
• 1+ years of experience in financial services or call centre environment is an asset.
• Technical and organizational abilities are a must.

Responsibilities

• Manage loan adjudication process and validate documentation.
• Provide detailed customer-oriented service to all Partners and Borrowers.
• Review work for accuracy and maintain compliance with procedures.

Skills

Customer Service

Detail-oriented

Communication

Multi-tasking

Organizational skills

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: Monday to Friday from 4:00 PM - 12:00 AM and 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 4:00 PM and 12:00 AM ET, from Monday to Friday, and between 10:00 AM to 6:00 PM ET 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.
• Remote Work.
• 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.