Financing Operations & Compliance Specialist

Jobtailor; Canada; On-site; CAD 52,000 - 76,000; Full time

Job summary

Jobtailor is seeking a dedicated support professional to assist account managers with financing products and services in a Canadian context. You will prepare documentation for member and client meetings, perform data entry, update financial statements and profiles, and record sales opportunities.

Join a team that manages credit lines, applies compliance standards, and ensures complete, on‑time documentation and secure transactions.

Qualifications

• Attestation of Collegial Studies required.
• Minimum two years of relevant experience.
• Knowledge of French is required.
• Ability to compile financial statements.
• Knowledge of loan and guarantee contracts.
• Knowledge of financing and credit management for businesses.
• Familiarity with compliance requirements for financial product distribution.
• Strong data entry and financial data management skills.
• Excellent communication and interpersonal skills.
• Situational adaptability and nimble learning.

Responsibilities

• Support account managers by performing operational tasks related to financing products and services.
• Prepare documentation for member and client meetings, including data entry, updating financial statements and profiles, profitability analyses, and recording sales opportunities.
• Add, verify, and record activities and transactions, including payouts, renewals, financing offers and changes, loan contracts, guarantee forms, notary and discharge documentation, and registrations.
• Finalize documents after member and client meetings by updating files, recording follow-ups, and updating financial statements.
• Monitor lines of credit by conducting preliminary analyses to determine necessary coverages and updating systems.
• Process files and reports, including loan and guarantee follow-ups.
• File, manage, purge, and archive documents according to applicable practices and rules.
• Contact members and clients regarding missing or unsigned documents.
• Ensure files are complete and comply with deadlines and quality standards.
• Respect policies, practices, and standards for secure transactions and operations.

Skills

Data Entry

Financial Data Management

Profitability Analysis

Operational Procedures

Document Management

Effective Communication

Interpersonal Savvy

Action Oriented

Situational Adaptability

Nimble Learning

Education

Attestation Of Collegial Studies

Job description

Jobtailor is seeking a dedicated support professional to assist account managers with financing products and services in a Canadian context. You will prepare documentation for member and client meetings, perform data entry, update financial statements and profiles, and record sales opportunities.

Join a team that manages credit lines, applies compliance standards, and ensures complete, on‑time documentation and secure transactions.