Lending Lifecycle Success Analyst

Ebury; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual discretionary bonus

Mentorship

Technology tools

Career progression

Benefits package

Central office

Job summary

Ebury Toronto is seeking a Lending Customer Success Analyst to guide SME clients through onboarding, oversee invoice funding, and manage their lifecycle with a high-touch, data-driven approach.

You will work in a hybrid environment (4 days in-office, 1 day remote) and partner with Credit Risk, Product and Tech to scale our lending platform through automation, proactive risk controls, and exceptional client engagement.

Qualifications

• 1-3+ years of experience in middle office operations, lending operations or client portfolio management.
• Experience in fintech or digital banking environment with technology-enabled scale.
• Attention to detail in high-value financial transactions and onboarding.
• Review of corporate documents and contracts against risk/compliance policies.

Responsibilities

• End-to-End Ownership: act as the primary middle office partner for SME clients from credit line approval, guiding onboarding.
• Line Amendments & Renewals: manage line/pricing amendments as funding needs evolve.
• Relationship & Retention: drive platform utilisation and high retention through engagement.
• Invoice Approval & Due Diligence: perform due diligence on documents and invoices before funding.
• Trade Booking & Funding: oversee trade booking and payments to suppliers.
• Repayment & Reconciliation: monitor loan lifecycle and resolve platform issues.

Skills

Relationship management

Financial transactions

CRM platforms

Excel

Communication skills

Tools

Salesforce

Microsoft Excel

Job description

Ebury Toronto is seeking a Lending Customer Success Analyst to guide SME clients through onboarding, oversee invoice funding, and manage their lifecycle with a high-touch, data-driven approach.

You will work in a hybrid environment (4 days in-office, 1 day remote) and partner with Credit Risk, Product and Tech to scale our lending platform through automation, proactive risk controls, and exceptional client engagement.