Operations Generalist

CanCap Group Inc.

Canada

Hybrid

CAD 50,000 - 55,000

Full time

14 days+

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Benefits offered by this job

Comprehensive health and dental benefits

Hybrid work flexibility

Encouragement for innovation and improvement

Job summary

A national financial services company in Canada seeks an Operations Generalist who will act as a primary point of contact for applicants while ensuring accurate documentation and efficient client service. The ideal candidate will have over 3 years of experience in financial operations, superb data entry skills, and the ability to adapt across various functions. This full-time role is based in the Greater Toronto Area and offers hybrid work flexibility along with attractive health benefits.

Qualifications

3+ years of experience in a financial operations role.
Proven experience with data entry and document verification.
Ability to operate effectively using various lending platforms.

Responsibilities

Act as the primary point of contact for applicants’ inquiries.
Review submitted documentation for accuracy and legitimacy.
Manage logistics of client asset ordering and service activation.

Skills

Data entry

Document verification

Client communication

Organizational skills

Attention to detail

Bilingual proficiency (English/French)

Adaptability

Tools

Client Portal

Loan Origination System (LOS)

Loan Management System (LMS)

Job description

Direct message the job poster from CanCap Group Inc.

The CanCap Group (\u201cCanCap\u201d) is a privately-owned Canadian national financial services company with multiple verticals across automotive, consumer, and merchant lending portfolios. We manage the entire lifecycle of the finance receivable - from credit adjudication through to contract administration, customer service, default management, and post charge-off recoveries.

We are a company of innovators. We learn from each other, respect each other, and create together. We strive to inspire our customers by continually understanding them, meeting their needs, and keeping them happily surprised - and we always do so with integrity.

What Your Day and Week Could Look Like

As the Operations Generalist, you will fulfill a critical, cross-functional role responsible for the day-to-day execution of core operational tasks across the entire client and financing lifecycle. This position requires exceptional versatility and strict adherence to process, serving as a key functional intermediary between various internal systems to ensure efficient client onboarding, comprehensive documentation review, and effective risk mitigation. You will execute work within four defined operational pillars: Client Application Support, Credit Package Preparation, Asset Ordering and Activation, and Account Management/Collections Support.

A significant portion of this role involves utilizing core business platforms (e.g., origination, administration, and servicing systems) and acting as a technical liaison to ensure data and processes flow seamlessly between integrated platforms as needed.

What You’ll Do

Act as the primary point of contact for applicants requiring assistance in navigating the digital application process and portal steps.
Handle inbound calls, emails, and messages from clients seeking guidance on document types and application requirements.
Proactively follow up for required documentation to optimize application flow and accelerate the pipeline.
Review submitted documentation for accuracy, legitimacy, and completeness (e.g., Articles of Incorporation, Business Licenses, corporate documents).
Facilitate key data abstraction tasks, including Financial Spreading (extracting and organizing key points from financial statements for analysis).
Manage exception handling protocols for credit applications that fall outside standard approval parameters.
Compile and organize complete credit packages for formal review by the credit committee.

Asset Ordering and Activation

Manage the logistics of client asset ordering and service activation once a deal is approved.
Oversee the Factory and Stock order processes as required.
Complete and confirm asset delivery confirmations and manage all related documentation.
Coordinate efficiently with internal teams and external vendors to ensure timely asset deployment and service activation for the client.
Liaise with internal operational teams for process alignment and issue resolution.

System Operations and Administration

Utilize core origination, servicing, and administration platforms (e.g., Client Portal, Loan Origination System (LOS), Loan Management System (LMS)).
Act as the operational intermediary between primary transaction platforms and supplementary legacy systems as needed for integration.
Provide administrative support for ongoing account maintenance, including contract amendments and data updates.

Account Management & Collections Support

Assist the collections function by organizing required documentation and communicating with past-due accounts in accordance with established procedures.

What You’ll Bring

3+ years of experience in a financial operations, lending administration, or highly cross-functional operations role.
Proven experience with data entry, document verification, and managing financial data/statements.
Demonstrated ability to operate effectively using various lending platforms (LOS, LMS, or similar administration systems).
Exceptional organizational skills and meticulous attention to detail required for documentation review and compliance.
Strong written and verbal communication skills, necessary for managing client inquiries and coordinating with internal teams.
A highly versatile and adaptable professional mindset, comfortable executing diverse tasks across the client lifecycle.
Previous experience with Commercial, Lease, or Fleet lending processes is a strong asset.
Bilingual proficiency (English/French) is a considerable advantage.
Must be available to work 7.5 hour shifts ranging from 8am m 8pm Monday to Friday with rotational Saturday.

Soft Skills

You are an adaptable professional capable of seamlessly transitioning between client support, data processing, and logistical coordination functions.
You possess strict adherence to process and maintain a high standard for accuracy and completeness.
You are proactive, collaborative, and highly versatile in managing competing operational priorities.
You thrive in environments that require continuous learning and the efficient execution of diverse functional responsibilities.

What You Can Expect from Us

Encouragement to innovate, improve, and continuously learn.
Comprehensive health and dental benefits.
Hybrid work flexibility.

Diversity & Inclusion

The CanCap Group and its subsidiaries are equal opportunity employers and value diversity in backgrounds, perspectives, and skills. We thank all applicants for their interest only those selected for next steps will be contacted.

Thank you to all interested applicants. Only candidates who possess the experience, skills, and qualifications outlined above will be contacted for next steps in the hiring process.

Candidates who possess the experience, skills, and qualifications outlined above will be contacted for next steps in the hiring process.

Seniority level