Cmb Insurance Brokers

4 months ago

Edmonton, Canada CMB Insurance Brokers Corporate Service Full time

**ESSENTIAL FUNCTIONS**

**Processing New Loans and Endorsements**
- Process new loans verifying for accuracy and completeness
- Process loan endorsements on a timely basis
- Input and manage data in several systems and ensure tracking records are updated with each transaction
- Ensure lending operations are conducted in accordance with established policies and legal compliance.
- Manage all NSF and return payments in a timely and professional fashion
- Follow risk management processes to minimize losses from loan defaults
- Reconcile loan bank account daily
- Reconcile processing system balances weekly
- Reconcile inter-company balances daily
- Process credit card payments from loan customers
- Process monthly payments to associated companies
- Train new front line users on inputting loan requests into software

**Reporting Support**
- Provide weekly reports to the Finance team on reconciliation items
- Provide monthly confirmation of bank, system and inter-company balances
- Provide monthly reports for lenders
- Track and report special installment plans
- Report any and all issues to management as they occur

**KEY PERFORMANCE INDICATORS**
- All new loans and endorsements processed with 99% accuracy
- All new loans and endorsements processed within 24 hours
- Bank balance, system balance and inter-company balance reconciled at least every month
- Payments to associated companies processed by 25th of each month
- Losses maintained below 1% of profits before taxes

**CMB TEAM SUPPORT**
- Be familiar with and follow company policies and procedures as established (Employee Handbook, Finance policies and procedures, etc.).
- Attend and participate in staff meetings and company functions.
- Demonstrate good corporate citizenship qualities with a positive attitude.

**KNOWLEDGE & EXPEREINCE**:

- Excellent interpersonal and communication skills
- High level of spoken and written English essential for this position
- Commercial awareness to make sound business judgement
- Independent, process oriented with an attention to detail
- Strong computer skills and proficient with Microsoft Office products
- Math aptitude required to calculate financial formulas, interest and payment schedules
- Completion of high school or equivalent, required
- Post Secondary education in accounting or finance is an asset
- **This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.**_

**Job Types**: Full-time, Permanent

**Salary**: From $60,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Life insurance
- On-site parking
- Tuition reimbursement
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: In person

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