Funding & Income Analyst

6 days ago

Toronto, Canada Prefera Finance Ltd. Full time

**Position Summary**:Under the direction of the Funding Manager, the analyst is responsible for assisting with all applicant income and funding document verification processes as outlined in the established Funding & Income policies & procedures. This role is responsible for assisting our dealer partners on a day to day basis to complete loan transactions with future Prefera customers.

**Key Accountabilities**:
1. Perform reviews of loan/income documents in a timely manner to ensure all documents are perfected confirming the validity of the contract. This is done using our loan administration system.
- Main Activities:_
- Receive and allocate all income and loan documents to the respective customer folders
- Verify applicant income using established calculation processes
- Verify loan document paperwork to ensure lien perfection
- Communication with dealer partners to ensure a seamless customer service experience
- Process completed paperwork for lien registration and dealer funding
- Track monthly dealer results and help design monthly dealer promotions

2. Support Management on ad-hoc projects

3. Provide help to the Customer Service team if necessary

4. Contribute to the success of the operations department through personal efforts to enhance own knowledge and skills. Assist in achieving common goals and objectives and maintaining a respectful, positive work environment.
- Main Activities:_
- Adhere to work day schedule
- Maintain up-to-date knowledge of department policies and procedures
- Participate in team meetings, workshops and individual coaching sessions
- Build and maintain effective working relationships with colleagues
- Actively participate in performance management process in support of own personal and professional departmental objectives
- Maintain knowledge of and complete annual training of any compliance requirements
- (Note: The omission of specific statements does not preclude management from assigning specific duties not listed herein if such duties are a logical assignment to the position)_

**Education & Experience**:

- Highschool required
- Post-Secondary education is an asset

**Knowledge, Skills and Abilities**:

- Working knowledge of Microsoft Office Suite (Outlook, Word, Excel) and company software systems.
- Extremely detail oriented, able to multi-task and prioritize work in response to requests and inquiries.
- Ability to work independently and make decisions / problem solve based on sound judgement.
- Demonstrated communication skills with ability to interact with peers, management, and other departments in a professional manner.

**Working Conditions**:

- Works indoors in adequate work space, with adequate temperature, ventilation and lighting.
- Normal exposure to noise, stress and disruptions.
- Must be able to sit at a computer for long periods throughout the workday, with intermittent periods of standing, walking to carry out essential duties of the job.
- Standard 37.5 hour work-week, some shift work may be required to account for business needs

**Salary**: $45,000.00-$50,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Weekend availability

Supplemental pay types:

- Bonus pay

**Experience**:

- Inovatec: 1 year (preferred)
- TalkDesk: 1 year (preferred)

Work Location: Hybrid remote in Toronto, ON

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