Funding Representative

4 weeks ago


Montreal, Canada Scotiabank Full time

The Funding Representative is responsible for completing verification and validation of information contained in approved loan applications prior to releasing funds to pay automotive dealerships.

The Funding Representative contributes to the overall success of the Funding department of Scotia Dealer Advantage in Canada ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities conducted to comply with governing regulations, internal policies, and procedures.

ACCOUNTABILITIES

Perform all verification activities related to approved Indirect Loans received for funding by:

verifying the validity and accuracy of Conditional Sale Agreement or Loan Agreement in all respects resolves all identified discrepancies by communicating with Credit Analysts and/or dealers to make corrections to identified discrepancies; referring exception funding situations to the leadership team as required for review and resolution. Champions a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations for operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Champions a high-performance environment and implements a people strategy that attracts, retains, develops, and motivates their team by fostering an inclusive work environment; communicating vision/values/business strategy, and managing succession and development planning for the team.

EDUCATION & EXPERIENCE

 To be successful in this position the incumbent will need to bring/develop the following:

Strong organizational skills with the ability to multitask while utilizing numerous operating systems Detail orientated ensuring seamless accuracy of all documentation being reviewed. Demonstrates interpersonal and communication skills to successfully engage with customers invitingly and professionally to build sustainable relationships. Previous customer facing experience, phone or other, is preferred Completion of post-secondary education (college or university) is preferred. Previous administrative and document management experience an asset.

WORKING CONDITIONS

Work in a standard office-based environment. This is an in-office role at our Anjou office. Our operational hours are Monday-Friday 7:30am - 8:00pm EST and Saturday 10am-6pm EST.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele.


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