Work with Credit and Funding teams to maintain optimal service levels for strategic broker partners
Monitor and route emails and online applications submitted to the internal broker desk
Liaise with brokers, respond to inquiries, and provide requested information promptly
Set up new credit applications, request third-party registry information, pull Equifax and PayNet reports, preliminarily evaluate credit risk and financing scenarios, and escalate unusual matters to Credit Analysts
Create lease documents, review credit approvals, conduct searches, prepare waivers, and communicate with brokers to ensure accurate and timely documentation
Create preliminary credit packages for funding review and collect documents needed to finalize credit audits
Process vendor approvals by researching, validating, and updating system information
Assist the Manager with quality assurance and compliance audits
Support special projects, including Excel spreadsheet models, program testing, data collection, interpretation, analysis, recommendations, and presentations to senior leadership
Provide backup support to other Credit Coordinators
Requirements
University or college degree with a Business or Finance background required, or equivalent work experience
Applicants who have completed or are enrolled in the C.C.P. program preferred
At least 2 years’ experience in a similar Credit role
Strong attention to detail
Ability to work well under pressure and tight deadlines
Ability to work effectively in a team environment and individually
Organized, accurate, and able to prioritize and multitask
Strong written and oral communication skills
Proficiency in Microsoft Office
Bilingualism in English and French considered an asset
Successful completion of a criminal background check and credit check
Benefits
Competitive discretionary bonus
RRSP match program
Medical, dental, vision, life, and disability benefits
Employee Share Purchase Plan
Maternity/Parental top-up
Generous vacation policy and personal days
Virtual events and opportunities to connect with colleagues across EQ
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