Bilingual Loan Processing Specialist
Wintrust Financial Corporation
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Benefits offered by this job
Job summary
FIRST Canada is seeking a detail-oriented Loan Processing Specialist to convert contracts, process endorsements, and secure approvals while upholding service levels. You will communicate with clients in English and French as needed.
This role requires collaboration with account managers, accurate data entry, and compliance with internal policies. The position offers a hybrid work model with growth opportunities within a supportive, entrepreneurial environment.
Qualifications
- College degree and/or 1–3 years’ experience in insurance or financial services; fluent in English and French.
- Excellent verbal and written communication in English and French.
- Proficient with Microsoft Outlook, Excel and Word.
Responsibilities
- Review and process loan contracts and positive endorsements within established service guidelines.
- Verify and analyze client’s repayment ability, and assess risk for sensitive business sectors and policies.
- Obtain approvals from credit risk team and management on high-risk loans.
- Work closely with account managers on financing deals; follow up with brokers via phone and email to confirm information and obtain documents.
- Update account records as needed.
- Operate in compliance with internal policies and procedures.
- Perform other job-related duties as assigned.
Skills
Education
Tools
Job description
At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters teamwork and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. Join the FIRST Insurance Funding of Canada (FIRST Canada) team. We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture. We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally. We support work/life balance and promote growth-from-within opportunities. Why join this team? We have a culture that encourages an entrepreneurial spirit. We offer multiple opportunities for development and upward mobility.
- Health Benefits: including medical, dental, vision, life, and health spending account
- Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
- Education Benefits: education reimbursement and on-demand learning courses
- Assurance maladie : soins médicaux, dentaires, optiques, assurance vie et compte de dépenses de santé
- Avantages financiers : régime enregistré d'épargne-retraite (REER) avec une généreuse contribution de l'employeur et rémunération concurrentielle incluant des primes discrétionnaires ou incitatives
- Avantages liés à la formation : remboursement des frais de scolarité et cours de formation sur demande
The primary role of the Loan Processing Specialist (LPS) will be to convert all contracts and process positive endorsements, and secure approval when required while ensuring that established service level agreements are maintained. The LPS will also be responsible for the written/verbal client communication when necessary.
- Review and process loan contracts and positive endorsements within established service guidelines
- Verify and analyze client’s repayment ability, and assess risk for sensitive business sectors and policies
- Obtain approvals from credit risk team and management on high-risk loans
- Work closely with account managers on financing deals, conduct appropriate follow-up with brokers via outbound calling and email to confirm information and obtain documents when required
- Update account records as needed
- Operate in compliance with internal policies and procedures
- Perform other job-related duties as assigned
- Examiner et traiter les contrats de prêt et les approbations conformément aux lignes directrices de service établies.
- Vérifier et analyser la capacité de remboursement des clients et évaluer les risques liés aux secteurs d’activité et aux politiques sensibles.
- Obtenir les approbations de l'équipe de gestion des risques de crédit et de la direction pour les prêts à haut risque.
- Collaborer étroitement avec les gestionnaires de comptes sur les opérations de financement, effectuer le suivi approprié auprès des courtiers par téléphone et par courriel afin de confirmer les renseignements et d'obtenir les documents nécessaires.
- Mettre à jour les dossiers de compte au besoin.
- Se conformer aux politiques et procédures internes.
- Effectuer toute autre tâche connexe assignée.
- Excellent verbal and written communication skills (English and French).
- High attention to detail and excellent analytical skills
- Strong organizational and prioritization skills
- Self-motivated and proactive
- Possess an energetic and enthusiastic approach to work and a desire to go the extra mile in customer service
- Collaborative team player, able to build relationships with team members, and internal and external clients
- Demonstrate a flexible attitude towards change and the ability to adapt to new situations
- Proficient with Microsoft Outlook, Excel and MS Word
- Excellentes compétences en communication orale et écrite (anglais et français).
- Souci du détail et excellentes aptitudes analytiques
- Sens de l'organisation et capacité à prioriser les tâches
- Autonomie et proactivité
- Dynamisme et enthousiasme au travail, avec un souci constant d'offrir un service à la clientèle exceptionnel
- Esprit d'équipe et capacité à établir des relations de confiance avec les collègues et les clients (internes et externes)
- Adaptabilité et flexibilité au changement
- Maîtrise de Microsoft Outlook, Excel et Word
College degree and/ or 1-3 years’ work related experience within Insurance or Financial Services industry. Must be fluent in both English and French written/verbal communication.
Diplôme universitaire et/ou de 1 à 3 ans d’expérience pertinente dans le secteur des assurances ou des services financiers. Maîtrise du français et de l’anglais (oral et écrit).
The estimated hourly rate for this role is $21.54-$28.21, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills and experience.
Le salaire horaire estimé pour ce poste se situe entre $21.54 et $28,21, avec possibilité de prime annuelle. Le salaire réel peut varier en fonction des compétences, des compétences et de l'expérience du candidat.
FIRST Canada does not provide immigration assistance or sponsorship for this position, now or in the future.
FIRST Canada n'offre aucune aide à l'immigration ni aucun parrainage pour ce poste, ni actuellement ni ultérieurement.
This position is an existing vacancy that is actively being filled.
Ce poste est actuellement vacant et fait l'objet d'un processus de recrutement actif.
AI Disclosure: No AI technology is used in the recruitment process.
Information about AI: Aucune technologie d'IA n'est utilisée dans le processus de recrutement.
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