Summer Portfolio

3 weeks ago

Toronto, Canada FIRST Insurance Funding of Canada Full time

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $50 billion in assets.

Join the FIRST Insurance Funding of Canada (FIRST Canada) team.

We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.

We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.

We have a comprehensive benefit package including:

- Health Benefits: including medical, dental, vision, life, and health spending account
- Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
- Education Benefits: education reimbursement and on-demand learning courses

We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.

We support work / life balance and promote growth-from-within opportunities.

Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility

Job description Summary

The Intern Portfolio & Credit Risk is responsible for servicing the First Portfolio product and other ad hoc Credit Risk duties. The role will primarily provide Portfolio brokers with the appropriate level of support to manage their premium finance book of business as well as support the generation of overflow business within FIRST Canada’s portfolio. The role requires participation in projects aimed at evolving and growing the Portfolio product. A passion for working with insurance brokers and providing best in class customer service are the keys to being successful in this role.

What You’ll Do
- Where appropriate, support Portfolio brokers with quote creation, loan submission, positive and negative endorsements, bank files, reports
- Request approvals from the Portfolio Administrator when requests fall outside of pre-approved Portfolio terms
- Manage the recovery process for Portfolios
- Issue notices to applicable parties
- Provide support with Portfolio overflow business
- Participate in projects aimed at further developing and refining the Portfolio offering
- UAT testing
- All other support necessary for the administration of a Portfolio and orCredit Risk duties as assigned.

Training / Education / Experience Qualifications:

- Enrolled in post-secondary education
- General computer skills

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