Bilingual Funding Officer reviewing loan applications and validating documentation for Financeit, a Canadian point - of - sale financing provider. Serving Partners and Borrowers while maintaining lending compliance and operational integrity.
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Bilingual New Business Clerk, English/French
Posted 6 months ago
About the role
- Bilingual New Business Clerk supporting sales team in processing applications and managing cases in the New Business Department. Requires fluency in English and French for effective communication.
Responsibilities
- Build and maintain strong working relationships with the sales team, supporting them in processing client applications.
- Manage cases between carriers and agents to ensure all underwriting requirements are fulfilled.
- This involves meticulously reviewing client applications to confirm that they are complete for the underwriting process.
- Propose improvements to processes and technology.
- Perform additional duties related to the New Business Department as assigned by the immediate manager.
Requirements
- Previous experience in office administration is required.
- Fluency in both English and French (written, spoken, and reading) is required.
- Experience in the insurance industry is a strong asset.
- Strong attention to detail and accuracy.
- Excellent time management and organizational abilities.
- Capable of managing tight deadlines and multiple priorities effectively.
- Effective problem-solving and investigative skills.
- Reliable, trustworthy, proactive, with a keen sense of ownership and initiative.
- Exceptional verbal and written communication skills.
- Approachable and professional in delivering suboptimal information via in-person, phone, and email interactions.
- Strong computer skills with a capacity to learn new systems.
- Ability to handle stressful situations with a positive, proactive attitude.
- Positive demeanor with an openness to constructive feedback.
- Must reside and be authorized to work in Canada.
Benefits
- Work-life balance with paid vacation and sick days
- Competitive compensation
- Comprehensive medical, dental, and vision benefits
- Flexible work options
- Career growth and development opportunities
- Diverse team environment
- Straight day shifts with no weekends
- Company events and celebrations
- Tuition reimbursement
- Company-provided equipment
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