Bilingual (En/fr) Funding & Income Analyst

3 months ago

Toronto, Canada Prefera Finance Ltd. Full time

**We Believe In Fun**:Our hybridized work culture offers the best of both worlds: the flexibility to work remotely and autonomously with the opportunity to collaborate in our vibrant and casual office environment. We believe in fostering a workplace where everyone feels valued and empowered to succeed.

**Who We Are**:Prefera Finance Ltd. is a Canadian-owned, national finance company dedicated to empowering clients through innovative and unique financial solutions. We work with our partners and customers to understand their needs and provide solutions that fit. These solutions include providing flexible, innovative financing programs for recreational products such as motorcycles, boats, trailers, snowmobiles and many more. Prefera also provides leading-edge point of sale solutions for automotive repairs.

**Position Summary**:Under the direction of the Income & 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
- Fund all loan according to established procedures, ensuring accuracy.
- 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**:

- Fluency in English and French (Bilingual)
- 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, including rotational evenings/weekends required.
- Ability to commute approximately 1-2 days to our Etobicoke, ON offices.

**Perks**:

- Company Benefits (Health/Dental, Life/Travel Insurance)
- 3 Weeks’ Vacation
- RRSP Contributions/Company Matching
- Positive Culture & Amazing Team
- Casual Office Wear
- Company-Issued Equipment
- Hybridized Working Environment
- Great Location Near Major Highways
- Free Parking
- Prefera Finance Ltd. is committed to ensuring equal access and participation for people with disabilities. We are committed to treating people with disabilities in a way that allows them to maintain their dignity and independence. We believe in integration, and we are committed to meeting the needs of people with disabilities in a timely manner. We will do so by removing and preventing barriers to accessibility and by meeting our accessibility requirements under Ontario’s accessibility laws._

Pay: $45,000.00-$48,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Casual dress
- Dental care
- Disability insurance
- Extended healt

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