Associate, Credit & Leasing

Why you’ll love Softchoice:

We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work. That means moving them to the cloud, helping them build the workplace of tomorrow, and enabling them to make smarter decisions about their technology. By doing these things we help them create success for their customers and their people.

We stand proudly for our people and support their success through career development and advancement. We are recognized and respected for our culture of inclusion and belonging, continuously striving to do what’s good for our people and communities.

What you'll do:

Your role supports the Credit team and is essential in maintaining accurate credit processes and supporting effective communication across departments.

1. Credit Application Processing:
   • Accurately process credit applications for new customers and review of existing accounts.
   • Administer and collect trade/bank references and financial statements as required.
2. Account Hierarchy:
   • Validate and create cases for new bill-to locations (on established accounts) in collaboration with Analysts for approval.
   • Establish SAP relationships once the Credit Analyst approves the credit limit for new bill-to locations.
   • Highlight instances where extended terms may be necessary during the setup of additional billing locations.
3. Credit Limit Management:
   • Work closely with Credit Analysts to release and review orders that exceed credit limits within assigned authority.
   • Collaborate with Sales to process credit applications, fostering successful cross-departmental partnerships.
4. Data Management and Documentation:
   • Maintain all necessary credit information and required records.
   • Create internal forms and documents to aid the team.
   • Utilize credit reporting tools (e.g., D&B) and other available financial details to make recommendations to Credit Analysts or the Credit Manager.
5. Efficiency and Process Improvement:
   • Ensure the credit services provided are timely, productive, informative, and efficient.
   • Contribute to building improved processes for the Credit Department.
6. SFDC Queue Management:
   • Manage and triage the SFDC Queue, including credit applications, new bill-to requests, emails, and other inquiries.
   • Forward requests to the Credit Analysts, as required.
7. Risk Monitoring and Investigation:
   • Vet the file for fraudulent use to ensure the order/customer is legitimate.
   • Triage, review, and monitor alerts and API information from credit reporting agencies.
   • Investigate derogatory information or instances where an entity shows out of business.
   • Periodically audit account structures to ensure all payers that have access to credit are the correct legal entities.
   • Involve the Credit Analyst, as needed.
8. Data Gathering and Research:
   • Collect data and conduct research when presented with name changes, mergers, or acquisitions.
   • Stay informed about industry developments and their impact on credit and risk management.
9. Reporting Support:
   • Assist with reporting requirements, as requested.
   • Generate accurate and timely reports related to credit and leasing activities.
10. Process Improvements and Project Participation:
    • Make recommendations for process improvements.
    • Actively participate in risk-related projects to enhance credit operations.

Your role supports the Leasing team, and is essential in the collaboration, support, resourcefulness, and data-driven insights all contributing to successful leasing operations.

1. Collaboration with Sales, AR, and Operations Teams:
   • You’ll work closely with Sales, Accounts Receivable (AR), and Operations teams to ensure seamless order processing and accurate/detailed record-keeping for leasing transactions.
2. Referral Fee Invoicing:
   • Initiating invoices for referral fees.
   • Reconcile the fees to ensure they are recorded in the Leasing reports for the current month.
3. Problem Resolution and Liaison:
   • As a liaison, you’ll address any impediments that may arise due to undelivered products, potentially preventing lease deals from closing.
   • Your role involves problem-solving and ensuring successful transactions, lease agreements are complete.
4. Internal Resource for Leasing and Financial Services:
   • You’ll interact with various departments, serving as a resource to facilitate leasing and financial services transactions.
   • Effective communication and collaboration are essential.
5. Sales Information/Tools:
   • You’ll distribute sales tools within the organization. This sales tools/information will support product awareness.
   • The Loop intranet site page is the central repository for Lender and Leasing information.
6. Reporting and Analysis:
   • Supporting report creation and distribution is crucial. This includes tracking leasing transactions, revenue, referral fees, and penetration rates.
   • Provide month end close results (BI Analytics report) for the update to referral fees, lease revenue, and penetration rate.
   • Regular reporting helps identify opportunities and provides insights for business growth.

What you’ll bring to the table:

• A postgraduate degree in business with a concentration in accounting.
• A minimum of two years of professional experience in the field of accounting, with a demonstrated comprehension of fundamental accounting concepts and principles.
• Demonstrated proficiency in the use of Microsoft Office Suite, with particular expertise in the utilization of Microsoft Excel.
• Pursuing (or willing to pursue) credit program (Credit Basics/CCP) through the Credit Institute of Canada.
• Working knowledge of accounting concepts, specifically in the areas of accounts receivable, billing, collection, and cash application.
• Excellent interpersonal and communication skills.
• Has the ability to prioritize and work under pressure.
• Very strong organization and process skills including ability to organize hard and soft copy information and develop and document processes and procedures.
• Excellent problem solving, analytical, skills.
• Fundamental understanding of commercial credit reporting and commercial credit reporting agencies and the bankruptcy act.
• Proven capability for multitasking and handling high demand/volume requests.
• Demonstrated initiative skills.
• High standard of ethics and professionalism.
• Proficiency in SAP and Salesforce an asset.

• Ability to support the business coverage requirements (on occassion later shifts on month ends & statutory holiday coverage).

Fluency in English is required for this position, as the candidate will have to collaborate daily with unilingual English-speaking colleagues and clients outside Quebec.

Not sure if you qualify? Think about applying anyway:

We understand that not everyone brings 100% of the skills and experience for the role.

At Softchoice, we offer opportunities to a diverse group including those with a variety of workplace experiences and backgrounds. Whether you are new to corporate tech, returning to work after a gap in employment, or looking to transition and take the next step in your career, we are excited to learn more about you and encourage you to apply.

Why people love working here:

• We offer hybrid and remote working opportunities.

• Comprehensive benefits from day one of employment.

• We offer meaningful work and opportunities for career growth.

• Our team members have 2 paid volunteer days per year to give back to a cause of their choice.

• We offer an opportunity to build and grow a career in the technology industry.

• Recognized as a Best Workplace in Canada by the Great Place to Work Institute for 19 consecutive years.

• Softchoice has been certified as a Great Place to Work in the United States for several years.

• We have also been recognized as a Best Workplace for Women, Best Workplace for Inclusion, Best Workplace for Giving Back and Best Place to Work for LGBTQ+ Equality.

• We have raised over $3 million through Softchoice Cares, our grassroots fundraising organization.

Inclusion & Equal opportunity employment:

We are an equal opportunity employer committed to diversity, inclusion & belonging. People seeking employment at Softchoice are considered without regard to any protected category including but not limited to, race, color, religion, national origin, age, sex, marital status, ancestry, disability, veteran status, gender identity, or sexual orientation.

Require accommodation? We are ready to help:

We are proud to provide interview & employment accommodation during the recruitment and hiring process. If you require any accommodation to apply or interview for a position, please reach out directly to asktalentacquisition@softchoice.com. We are committed to working with you to best meet your needs.

Our commitment to your experience:

We are committed to the safety of all applicants and team members. With that in mind, we have implemented digital interviewing for everyone. We understand that you may need to interview with distractions around you (such as children or furry friends) and we will be doing the same.

Before you start with us, we will conduct a criminal record check, verify your education, and check your references.

When you join Softchoice, we will onboard you remotely. Don't worry. It's quick, simple and you'll be connected with your new team in no time.

Job Requisition ID: 5864

EoE/M/F/Vet/Disability

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