Funding Representative

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

Job Type:Full Time / Temporary

myWork Program: Hybrid

Starting Salary Range: $25.79 - $29.69

• Enhanced Criminal Record Check
• Credit Check
• Identity 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. Your verbal and written English skills must be strong. A second language is an advantage.
• 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…