Collections Specialist (Admin-Focused)

Purpose LP; Montreal; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Montreal seeks a bilingual Collections Specialist to manage delinquent accounts and provide administrative support. This hybrid role emphasizes proactive account management and operational analytics, fostering collaboration in a flexible work environment. Join a passionate team dedicated to empowering Canadian small businesses with innovative financial solutions.

Benefits

Comprehensive health and dental benefits

Unlimited vacation days

Paid parental leave

Generous Group RRSP matching

Training opportunities and tuition support

Qualifications

• Minimum 3+ years of experience in collections or customer account management.
• Proficiency in Salesforce and MS Excel.
• Fluent in English and French.

Responsibilities

• Manage delinquent accounts and collaborate with senior collectors.
• Engage with clients in both English and French.
• Conduct data analysis for operational reports.

Skills

Bilingual

Analytical Thinking

Organizational Skills

Education

3+ years experience in collections

Tools

Salesforce

MS Excel

Job description

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Who is DRIVEN?

At Driven, we are redefining the financial technology space with a mission to empower Canadian small businesses through innovative financial services. Our advanced software platform, real-time data connections, and data science models allow us to deliver tailored support to help entrepreneurs succeed when they need it most.

Role Summary :

We are seeking a bilingual (English and French) Collections Specialist to join our Montreal office. This hybrid role combines remote work with in-office presence, offering flexibility while fostering collaboration. The position emphasizes proactive account management and delinquency resolution as the primary focus, complemented by administrative support and operational analytics to enhance processes and provide insightful reports.

Key Responsibilities :

• Collections Management :

Delinquency Management : Collaborate with senior collectors, the underwriting team, and legal to resolve complex account discrepancies and escalate high-risk cases.

• Account Monitoring : Track and update client accounts daily to ensure delinquencies are addressed promptly and efficiently.
• Client Communications : Engage with clients in both English and French through phone, email, and SMS, resolving overdue accounts with empathy and professionalism.
• Risk Identification : Monitor trends and patterns in delinquent accounts to proactively identify risks and contribute to mitigation strategies.
• Administrative Support :

Administrative Support : Provide vital assistance to the collections team by managing sensitive documentation, coordinating tasks, and ensuring seamless day-to-day operations across both remote and in-office settings .

• Process Optimization : Assist in the development and refinement of workflows and processes to improve team productivity and overall portfolio health.
• Documentation Updates : Support the maintenance of internal collections guidelines to ensure alignment with best practices and operational efficiency.
• Operational Analytics : Conduct data analysis to develop operational reports, providing actionable insights that drive improvements in collection strategies.

Qualifications :

• Experience : Minimum 3+ years of experience in collections, customer account management, or a related field.
• Technical Knowledge : Proficiency in Salesforce and MS Excel.
• Language Proficiency : Fluent in English and French, with strong verbal and written communication skills in both languages.
• Analytical Thinking : Experience in operational data analysis, with the ability to translate findings into actionable recommendations.
• Organizational Skills : Exceptional attention to detail, coupled with the ability to multitask and prioritize effectively.
• Adaptability : Comfortable working in a fast-paced, hybrid environment, balancing remote and in-office responsibilities while maintaining proactive communication with team members.

At Driven, you'll collaborate with a passionate and forward-thinking team dedicated to empowering Canadian small businesses. We value innovation, teamwork, and work-life balance, offering opportunities to develop your skills and advance your career within our fast-growing organization. If you’re bilingual, detail-oriented, and eager to contribute to operational and strategic improvements, we’d love to hear from you. Together, we’re transforming financial services for Canada’s vibrant small business community.

We believe in innovation and a vibrant culture : work for an innovative, people-first, financial services firm that values entrepreneurialism.

We believe in a flexible work structure : A flexible hybrid work model that empowers you to do your best work whether at home or the office.

We care about your rewards : Competitive compensation including equity program.

We care about your health : comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.

We care about your quality of life : flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.

We care about your family : Paid parental leave for eligible employees with a top-up.

We care about your future : Generous Group RRSP matching and an optional TFSA program.

We care about your development : We offer training opportunities and tuition support year-round.

Driven is an equal employer, and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply, and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at [emailprotected] .

We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

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