Advance your career with Coast Capital as a Funding Representative, where you’ll engage in loan verification and processing financial documentation. This hybrid position is vital in ensuring accurate fund releases.
As a Funding Representative, you will verify lease and loan applications, collaborating closely with clients and internal teams to ensure timely processing. The role, based in Surrey, requires exceptional communication skills and a proactive approach to client management. Your attention to detail will drive accurate funding documentation.
Key Responsibilities:
• Validate lease and loan documentation for funding
• Maintain connection with clients for timely processing
• Monitor credit application progress from submission to funding




• Prepare client documentation for execution and signature
• Conduct regular quality checks on submissions
Requirements:
• One year experience in a relevant finance role
• High School Diploma required
• Proficient communication skills in English
• Robust time management and organizational skills
• Commitment to teamwork and cooperative problem-solving
Harness your finance knowledge and enhance client interactions as a Funding Representative with Coast Capital.
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📌 Coast Capital Funding Representative Role Surrey
🏢 Coast Capital Savings
📍 Surrey