Funding Representative (Fixed Term - 6 months)

At Coast Capital, we’re not dreaming about a better future, we’re building one. Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities. We’re deeply committed to making our financial cooperative a great place to work—Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures. Jul 16, 2026 Location(s): Help Headquarters Job Type: Full Time Temporary myWork Program: Hybrid Starting Salary Range: $25.79 - $29.69 Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Job Purpose The 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. The role is a hybrid position based out of our Surrey office at 9900 King George Blvd, Surrey, BC. The team currently meets in office approximately 1–2 times per month at most. 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 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 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 [email protected] 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. 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 we’re 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 you’re 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. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s. 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. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture . We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s 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. That’s why since 2000 we’ve invested over $90 million into our member’s 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 Coast At Coast Capital, we value diversity, equity and inclusion. We’re not all the same and we like it that way. We don’t 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.