Job Description

At Coast Capital, were not dreaming about a better future, were building one.As a member-owned cooperative, were helping our members with their real goals and real challenges so they can live the real life they want. Its what weve been doing for over 80 years, and its why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community almost $90 million since 2000 alone because when our members do well, we believe our communities should do well too.Funding RepresentativeApr 28, 2025Location(s): Surrey, Vancouver - Lower MainlandJob Type: PermanentmyWork Options: In-person, HybridStarting Salary Range: $49,700 to $57,200Background Screening Requirement:

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

Job PurposeThe Funding Representative is responsible for verifying and validating approved lease and loan applications and other supporting documents. The incumbent ensures that all critical information is accurate and complete to support the release of funds to the vendor. In addition, the Funding Representative for Broker Desk performs audits to verify and validate lease and loan documentation files submitted for funding.Accountabilities

• Act as a key customer liaison to the Account Executive team by managing day-to-day client inquiries
• Use online client management tools to ensure timely processing of financing requests.
• Proactive engagement/collaboration with internal and external stakeholders, ensuring timely and accurate completion of credit submissions and contracts
• Regular maintenance of client databases / daily transactional reporting
• Maintain regular client contact to facilitate timely collection of credit information
• Timely submission of completed credit packages for risk adjudication
• Monitor progress of credit applications from submission through to funding stages
• Proactively follow up to address any outstanding audit requirements or deficiencies
• Timely generation and distribution of client documentation for execution
• Coordination of client signatures
• Schedule meetings and prepare meeting agendas for Account Executive and Senior Leadership teams
• Generate weekly and monthly dashboard reports as required
• Regular updating of CRM with relevant client info, including change of status, contact information, transaction notes and key activities
• Maintain rigorous quality controls, ensuring accuracy of credit submissions and client documentation

Skills and Qualifications

• Here's what you bring to our outstanding team:
• A minimum of one year's experience. Experience in the finance and leasing industry is considered an asset.
• High School Diploma
• Developing and managing relationships through effective communication is key for this role. So your verbal and written English skills have to be great. If you also know a second language, that would make our day. Maybe even our week.
• A superior technical aptitude, learning a variety of accounting platforms/ CRM tools, and basic PC technical troubleshooting skills to help empower you to self-serve.
• Excellent time management and organizational skills
• Ability to work well as part of a team to increase efficiencies and facilitate issue resolutions
• Ability to be flexible with respect to job assignments, workload and time management

Equity, Diversity & Inclusion at Coast CapitalDon't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to 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.We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact or call 778-391-5836. We will work with you to meet your needs.Why join Coast Capital Savings?

• Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
• Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how were doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
• A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
• Work where youre most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
• Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
• Retirement options. We also take care of our employees once they retire. Thats why we offer the choice of a defined contribution or defined benefit pension plan or RSPs.
• Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
• Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. Were human, which means we like to have fun with events, celebrations, and recognition throughout the year.
• An award winning culture. Were a Platinum member of Canadas Best Managed Companies and are regularly recognized by Canadas Most Admired Corporate Cultures and the BC Top Employers Awards.
• We reinvest 10% back into the community. When we do well, our communities do well. Thats why since 2000 weve invested over $90 million into our members communities.
• Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

D&I at CoastAt Coast Capital, we value diversity, equity and inclusion. Were not all the same and we like it that way. We dont just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Coast Capital Savings