Business Coordinator

3 weeks ago


Edmonton, Canada CWB Financial Group Full time

At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

Putting people first and building relationships with intention

Seeking out and embracing new ideas

Believing that how we do things is as important as what we do

Role Specifications

Everyday flexibility. Hybrid work environments. Collaborative connections

Work location: Edmonton, AB.

The opportunity

The Business Coordinator provides excellence in crucial financial sales support and administrative services to geographically dispersed sales teams across the One Equipment Direct National Business footprint. The role is accountable to ensure customer service excellence through proactive facilitation and/or completion of administrative tasks and processes required within pre-determined SLA’s to facilitate effective sales, loan management, underwriting, adjudication, regulatory compliance and/or credit support functions.

The day-to-day

Communicate. Coordinate. Action. Repeat

Provide critical support to One Equipment Direct Sales Teams across designated sales regions with effective communication and coordination of documentation and funding processes, and lead interaction with Credit Support to complete these requests.

Utilize Road Runner queue management system in conjunction with Smart Mod Forms, documentation request templates, payout templates etc., to support accurate completion of lending requests, documentation requests, loan fundings, payouts, etc., in consultation with Business Development Managers and Portfolio Managers.

Deliver on key CIF Creation and AML process strategics to ensure accuracy and compliance ahead of fundings, reducing client impact and ensuring direct Sales AML deficiency is below 5% threshold on the monthly Audit Assessments.

Provide accurate and timely data related to payout requests and partial payout requests, working with Operations & Risk groups and Credit Support to action requested payouts with minimal client impact.

Foundational knowledge and experience to grow from

Post-secondary education in Business Administration with a focus in Finance and 1-2 years financial services experience within functions of business administration, sales support, credit support and/or business lending.

Strong working knowledge of Microsoft Office suite of products.

Experience with basic financial statement analysis; working knowledge of Moody’s Financial Analyst considered an asset.

Skills and competencies that will take you further

Analytical. Superior communication. Customer centric focus. Agile.

Strong analytical skills, keen attention to detail and proven experience maintaining accurate documentation

Capability to think proactively & act efficiently while providing logical solutions

Service oriented skills with the highly developed ability to build relationships at all levels of the organization

Excellent communication, interpersonal and organizational skills

Ability to work effectively independently and collaboratively in a team environment

Demonstrated ability to learn quickly

Willingness to be flexible and adaptable to changing priorities

Why work with us?

Wellness matters. We offer an award-winning benefits package that includes:

hybrid work environments

everyday flexibility

company-funded health coverage

health care spending account

a flexible wellness program

generous time-away options to unplug, rest & recover.

Career development. We commit to our employees’ development and help them reach their professional goals with:

organization wide coaching services

mentorship

education support & training programs.

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

#LI-DNP

IND-AI

As an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.

Closing Date:

* Position closes at 12:01am on the close date identified below.

06/14/2024
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