Operations Generalist

Direct message the job poster from Can Cap Group Inc.

The Can Cap Group (u201cCan Capu
201d) is a privately-owned Canadian national financial services company with multiple verticals across automotive, consumer, and merchant lending portfolios. We manage the entire lifecycle of the finance receivable - from credit adjudication through to contract administration, customer service, default management, and post charge-off recoveries.

We are a company of innovators. We learn from each other, respect each other, and create together. We strive to inspire our customers by continually understanding them, meeting their needs, and keeping them happily surprised - and we always do so with integrity.

As the Operations Generalist, you will fulfill a critical, cross-functional role responsible for the day-to-day execution of core operational tasks across the entire client and financing lifecycle. This position requires exceptional versatility and strict adherence to process, serving as a key functional intermediary between various internal systems to ensure efficient client onboarding, comprehensive documentation review, and effective risk mitigation. You will execute work within four defined operational pillars:
Client Application Support, Credit Package Preparation, Asset Ordering and Activation, and Account Management/Collections Support.

A significant portion of this role involves utilizing core business platforms (e.g., origination, administration, and servicing systems) and acting as a technical liaison to ensure data and processes flow seamlessly between integrated platforms as needed.

• Act as the primary point of contact for applicants requiring assistance in navigating the digital application process and portal steps.
• Handle inbound calls, emails, and messages from clients seeking guidance on document types and application requirements.
• Proactively follow up for required documentation to optimize application flow and accelerate the pipeline.
• Review submitted documentation for accuracy, legitimacy, and completeness (e.g., Articles of Incorporation, Business Licenses, corporate documents).
• Facilitate key data abstraction tasks, including Financial Spreading (extracting and organizing key points from financial statements for analysis).
• Manage exception handling protocols for credit applications that fall outside standard approval parameters.
• Compile and organize complete credit packages for formal review by the credit committee.

• Manage the logistics of client asset ordering and service activation once a deal is approved.
• Oversee the Factory and Stock order processes as required.
• Complete and confirm asset delivery confirmations and manage all related documentation.
• Coordinate efficiently with internal teams and external vendors to ensure timely asset deployment and service activation for the client.
• Liaise with internal operational teams for process alignment and issue resolution.

• Utilize core origination, servicing, and administration platforms (e.g., Client Portal, Loan Origination System (LOS), Loan Management System (LMS)).
• Act as the operational intermediary between primary transaction platforms and supplementary legacy systems as needed for integration.
• Provide administrative support for ongoing account maintenance, including contract amendments and data updates.

• Assist the collections function by organizing required documentation and communicating with past-due accounts in accordance with established procedures.

• 3+ years of experience in a financial operations, lending administration, or highly cross-functional operations role.
• Proven experience with data entry, document verification, and managing financial data/statements.
• Demonstrated ability to operate effectively using various lending platforms (LOS, LMS, or similar administration systems).
• Exceptional organizational skills and meticulous attention to detail required for documentation review and compliance.
• Strong written and verbal communication skills, necessary for managing client…