Financial Wellness Partner - Proposal 2

Full-Time Permanent

The Position

The Level II, Financial Wellness Partner (FWP) – Proposals (FWP – Proposals 2), administers Consumer Proposal files, analyzes, and resolves various proposal matters in a proactive manner utilizing established department procedures.  Interaction with debtors, external stakeholders, and other team members is required frequently to carry out the duties of this role.  Level II FWP is the subject matter expert for Level I team members who require general guidance or guidance on routine questions.  More complex questions and solutioning are directed to the Level III FWP.   Interaction with Debtors is required.

Key Accountabilities

• Proposal Administration:

• Adhere to BIA and OSB Directives relating to the administration of Div II Consumer Proposals regarding compliance of filing/reporting deadlines.
• Document all Consumer Proposal Administration information according to BSI’s Best Practices and guidelines.
• Utilize the Proposal Administration dashboards to review estate files, track client performance, completion and readiness for discharge or annulment.
• Monitor clients’ payment performance and follows up with debtor(s) on any Non-Sufficient Funds (NSFs), arrears, late or missed payments.
• Follow due diligence i.e. verify all information in compliance to the Bankruptcy and Insolvency Act (BIA) and Privacy Act.
• Provide subject matter expertise to their Level I members as required.

• • Deliver quality and timely general administration service on a daily and weekly basis.
  • Exercise judgment to identify, diagnose and recommend solutions within the context of established rules and procedures.
  • Applies technical-specialist knowledge and expertise on a number of aspects.
  • Use specific guidelines to make decisions and seek Level III FWP input when dealing with ambiguity or complex issues (i.e. high-risk assets).
  • Process the Debtor’s information by using applicable insolvency software.

Education, Knowledge & Skills:

Must Have:

• Enrollment in or Completion of the Insolvency Administrators Qualification Course
• 1 - 2 years of relevant work experience in insolvency
• Understanding of relevant legislation such as the BIA
• Excellent communication skills.
• Working knowledge of an Insolvency software or industry specific software.
• Knowledge of Microsoft Office Suite of products and internet applications with a strong aptitude for learning new computer programs

Preferred

• Post-Secondary Diploma in related field is an asset

Job Specific Competencies:

• Critical thinking to assess and escalate situations that require higher level intervention.
• Sound judgement, excellent analytical and problem-solving skills.
• Demonstrated excellent written and verbal communication skills to handle and respond to different situations.
• Superior Customer Service skills when dealing with internal and external stakeholders.
• Ability to work collaboratively with team members and others.
• Operate with high attention to detail to meet or exceed team goals.
• Accountability- takes personal ownership and responsibility for the quality and timeliness of work commitment.
• Exceptional time management skills; strong ability to prioritize and manage competing deadlines.
• Continuous learner.

Why Should You Apply?

• You will be part of a growing and dynamic Insolvency firm.
• We offer on the job training with an opportunity for growth and professional development.
• We offer a competitive salary with annual performance reviews, and incremental increases.
• We offer amazing health, dental, vision and paramedical benefits plan along with a generous Flexible Spending Account, and a company matching group savings program.
• We have great time off policies that include wellness days and paid vacation time.