04 Nov
|
Abode Financial
|
Toronto
04 Nov
Abode Financial
Toronto
Join Our Team: Abode Financial is an cutting-edge new home improvement financing provider that partners with independent dealers, original equipment manufacturers (OEMs) and retailers to help them increase sales by providing their customers with “buy now pay later” financing options.
About the Role
We are looking for a detail-driven, communicative, and versatile Funding & Customer Care Specialist to join our growing team. In this role, your primary focus will be loan and lease funding operations—auditing contract packages, validating compliance documents, and working directly with dealer partners to clear stipulations and resolve deficiencies quickly. You will also serve as a vital touchpoint for new customers through welcome and verification calls, and seamlessly step in to support our customer care team during peak volumes. If you thrive on precision, enjoy structured operational workflows, and have a natural knack for delivering outstanding customer service, we want to hear from you.
Key Responsibilities
Primary Focus: Funding & Dealer Coordination (Approx. 70–80%)
- Document Audit & Review: Review loan/contract packages, credit stipulations, proofs of income, insurance policies, and titling documents for accuracy, completeness, and regulatory compliance.
- Deficiency Resolution: Identify discrepancies, missing signatures, or missing documentation; proactively contact dealerships and sales personnel to resolve issues quickly to avoid funding delays.
- Data Verification: Confirm terms, calculations, advance rates, and fees match internal approvals and lender guidelines.
- Disbursement Clearance: Sign off on complete, clean audit files to authorize fund release.
Customer Engagement & Care Support (Approx. 20–30%)
- Customer Verification & Welcome Calls: Place outbound verification and welcome calls to new customers to confirm loan terms, address questions, review first-payment details, and leave a positive brand impression.
- Customer Service Escalations: Assist inbound customer care queues during surge periods by addressing account inquiries, payment updates, and basic balance requests.
- Account Maintenance: Record clear, accurate, and prompt notes in the CRM/loan origination system (LOS) reflecting all dealer and customer interactions. Qualifications & Skills
-
Experience:
1–3+ years of experience in loan funding, automotive finance, consumer lending, underwriting support, or high-volume document auditing.
-
Education:
High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
- Attention to Detail: Proven ability to catch small errors, review financial contracts, and maintain high accuracy under fast-paced deadlines.
- Communication
Skills:
Strong verbal and written communication skills with a professional, customer-first phone presence; comfortable negotiating and resolving documentation issues with dealership staff.
- Technical Savvy: Proficiency with Loan Origination Systems (LOS), CRM platforms, document management tools,
and Microsoft Office (Excel, Outlook, Word).
- Flexibility: Comfortable shifting gears between detailed back-office audits and interactive customer-facing support. Benefits & Perks
- Competitive base salary with performance incentives/bonuses
- Comprehensive health, dental, and vision insurance
- Paid time off (PTO)
How to Apply
Submit your resume along with a brief note detailing your experience with contract audits, funding, or customer service. Please note this hiring process may use automated and AI-assisted screening tools to support initial candidate evaluations, with all final hiring decisions made by human reviewers. About Abode Financial Corporation: Our Mission: At Abode, we’re looking to redefine the home improvement financing landscape by providing dealers and homeowners with turnkey solutions that have the flexibility and breadth of service necessary to meet all of their needs. We don’t want to be viewed as a standalone add on service, but rather as an extension of our partner’s offers. Our singular goal is to help them grow their business with fast, creative financing solutions that save their customers time and money. What we do:
- Home improvement financing
- Residential rental, commercial leasing, and property management rental programs
- New home construction
- Nonprofit and cooperative housing
- High-efficiency equipment
- Property management
- Commercial water heater rentals To learn more visit abodefinancial.com. Pay: $50,000.00-$55,000.00 per year
Benefits:
- Extended health care
- Paid time off
- Vision care Work
Location:
In person
📌 Funding & Customer Care Specialist (Toronto)
🏢 Abode Financial
📍 Toronto