Disbursement Control Agent

4 months ago

Mirabel, Canada Desjardins Full time

As disbursement control agent, you analyze and authorize disbursements while ensuring compliance with the applicable conditions arising from financing applications. You contact members and clients to follow up on conditions prerequisite to disbursement while ensuring compliance with standards and rules in effect. Your ability to adapt to situations and focus on results is put to good. You work closely with colleagues and partners involved in financing files. You assist the manager in keeping documentation up to date and with employee coaching and training. More specifically, you will be required to:

Complete the disbursement roadmap and validate guarantees.

Prepare activity plan for BBO SSC to handle disbursement.

Finalize the file by, for example, archiving and following up on missing documents.

Comply with current policies, practices and standards, as well as legislation governing the distribution of financial products and services.

What we offer*

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan that provides predictable, stable income throughout retirement

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

* 

What you bring to the table

College diploma in a related field

A minimum of two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Knowledge of French is required

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

#LI-Hybrid

Trade Union

Non-unionized

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