Disbursement Control Agent (Business)

Desjardins; Montreal (administrative region); On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telemedicine

Wellness reimbursements

Telework equipment

Job summary

Desjardins is seeking a disbursement control agent to analyze and authorize disbursements while ensuring compliance with financing conditions. You will contact members and clients to follow up on conditions prerequisite to disbursement, collaborate with financing file teams, and assist the manager with documentation updates and coaching.

The role blends risk management with customer service in a dynamic financial services environment. We value accuracy, clear communication, and accountability.

Qualifications

• College diploma in a related field.
• A minimum of two years of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• Knowledge of French is required.

Responsibilities

• Analyze and authorize disbursements while ensuring compliance with financing conditions.
• Contact members and clients to follow up on conditions prerequisite to disbursement.
• Complete the disbursement roadmap and validate guarantees.
• Prepare activity plan for BBO SSC to handle disbursement.
• Finalize the file by archiving and following up on missing documents.
• Comply with current policies, practices and standards, as well as legislation governing the distribution of financial products and services.

Skills

Action oriented

Communicates effectively

Customer Focus

Interpersonal Savvy

Nimble learning

Situational adaptability

Education

College diploma in a related field

Job description

As disbursement control agent, you analyze and authorize disbursements while ensuring compliance with the applicable conditions arising from financing applications. You contact members and clients to follow up on conditions prerequisite to disbursement while ensuring compliance with standards and rules in effect. Your ability to adapt to situations and focus on results is put to good. You work closely with colleagues and partners involved in financing files. You assist the manager in keeping documentation up to date and with employee coaching and training. More specifically, you will be required to:

• Complete the disbursement roadmap and validate guarantees.
• Prepare activity plan for BBO SSC to handle disbursement.
• Finalize the file by, for example, archiving and following up on missing documents.
• Comply with current policies, practices and standards, as well as legislation governing the distribution of financial products and services.

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

• College diploma in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
  Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Risk management (FG)