Customer Funding Specialist

Location:  Montreal

Position Type:  Full-Time

Reporting to the Operations Manager, this is a key position in the smooth process of financing applications received by Thinking Capital. You will be conducting thorough analysis to evaluate and help complete the application packages.  It includes data entry, evaluation and administration of financial accounts and in depth investigation.  The ideal candidate is someone who excels in a fast-paced, high performance environment, who is dynamic and capable of completing time sensitive goals and who is looking for long term professional growth.

Job Summary

•    Process financing applications by performing due diligence;
•    Verify and analyze credit data and financial statements to determine the degree of risk involved;
•    Enter data collected from merchant statements and historical data in order to price customers accordingly. 
•    Analyze forms and supporting documents including tax forms, bank statements…etc to ensure the applications packages are completed;
•    Collaborate with the customer success and the sales teams to address missing documentation or information;
•    Conduct deep investigation online and through phone call verifications;
•    Process Equifax applications and produce reports; 
•    Communicate results to the Treasury department for guidance when necessary;
•    Coordinate with payment processor companies to obtain merchants’ monthly statements;
•    Perform ad hoc administrative tasks when necessary.
 

Apply if you have the following skillset

•    Graduate Degree in any related field is a must;
•    Experience in a similar role is an asset;
•    Excellent verbal and written communication skills;
•    Experience working in fast paced environments;
•    Results oriented and hungry for success;
•    Looking for a long term career at rapidly growing company;
•    Knowledge of Salesforce, MS Outlook, Excel (pivot tables/ v-lookup) is considered a strong asset.
 
*Please keep in mind that only candidates fitting this position will be contacted for an interview.