City : Surrey

Category : See posting

Industry : Financial Services

Employer : Coast Capital

Location(s): Greater Vancouver Area

Job Type: Full Time Temporary 

myWork Program: Hybrid

Starting Salary Range: $65,800.00 - $79,000.00 

Background Screening Requirement: 

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification 
• Employment Verification
• References

Job Purpose

Accountable for analyzing credit submissions from the Direct or indirect sales group and other channels as requested while exercising good judgment in providing approvals for qualified loans/leases within assigned lending limits. Assists with development and delivery of equipment loan/lease training process, including system training. Also acts as a primary resource to sales personnel with respect to credit policies and procedures. Conducts an ongoing Quality Control Audit of new and existing Equipment loan/lease underwriting.

This role has an end date of December 31st, 2026. The team currently works hybrid remote and meets in office 1-2 times per month based on business needs. Our head off is located at 9900 King George Blvd, Surrey, British Columbia. The shift time is Tuesday-Saturday 10:30 am - 7:00 pm PT with flexibility to cover other shifts based on business needs.

Accountabilities

Administration

• Conducts random audits. Ensures appropriate action is taken in regard to results, i.e.: documentation, follow up, and reporting.
• Maintains regular contact and a reciprocal relationship on behalf of the CTG with various outside agencies and related offices (e.g.: Law Firms, Brokers, other Credit Unions etc).

Communication 

• Effectively communicates credit decisions to applicable staff in a clear, concise and respectful manner.

Customer Focus

• Provides timely and accurate application ajuducation as detailed in the SLA

Operations

• Lending limits up to $250,000.00 dependant on experience level and aptitude

Skills & Qualifications

• Minimum 1 – 3 Years of Job-Related Experience
• High School Diploma plus completion of a Certificate Program (equivalent to one full year or 10 courses).
• Successful completion of all in-house commercial /equipment Lending courses, or equivalent work experience.
• Expert understanding of the Loans Origination System.
• Proficient knowledge of PC’s; including a sound working knowledge of Microsoft Outlook, Word, and Excel.
• Working knowledge of presentation equipment and software.
• Expert understanding of Compass Application System
• Advanced financial services background.
• Expert knowledge of all aspects and functions of CTG lease/ lending products, polices and procedures.
• Advanced knowledge of risk management as it relates to credit underwriting
• Expert interpersonal skills and a demonstrated ability to communicate effectively in both oral and written form.
• Willingness to work on a team in a busy, ever changing, and occasionally stressful environment.
• Advanced organizational and time management abilities.

Equity, Diversity & Inclusion at Coast Capital

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.