Lending Customer Success Analyst

Ebury
Toronto
Workplace: HybridFull timeFunction: Customer Success & Account ManagementExperience: 1-3 yearsSkills: ["Relationship management","Customer-first mindset","Communication","Attention to detail","Problem-solving"]

Own the client journey after a credit line is approved for SME customers—driving onboarding, invoice financing, and ongoing utilization monitoring to improve retention. Oversee line amendments and renewals, ensure due diligence and operational execution with strong risk/compliance awareness, and manage a loan repayment lifecycle. Collaborate with Risk, Product, and Tech teams to resolve complex issues and inform automation that enhances the lending platform’s customer experience.

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FursaFursa
Ebury
Ebury
14 hours ago

Lending Customer Success Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 2 weeks ago

Job Summary

Own the client journey after a credit line is approved for SME customers—driving onboarding, invoice financing, and ongoing utilization monitoring to improve retention. Oversee line amendments and renewals, ensure due diligence and operational execution with strong risk/compliance awareness, and manage a loan repayment lifecycle. Collaborate with Risk, Product, and Tech teams to resolve complex issues and inform automation that enhances the lending platform’s customer experience.
Location: Toronto
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Act as the primary middle office partner for SME clients from credit line approval, issuing T&Cs and guiding onboarding end-to-end.
  • •Manage the full lifecycle of client portfolios, including line or pricing amendments, renewals, and retention through proactive engagement.
  • •Conduct due diligence on client documentation and invoices to ensure compliance with internal credit risk, compliance, and insurance policies.
  • •Oversee trade booking and funding execution, ensuring legal debt instruments are executed and supplier payments are processed smoothly.
  • •Monitor the 5-month loan lifecycle, investigating and reconciling client repayments while resolving banking or platform issues.

Pay and Benefits

Perks:Health InsuranceSocial Benefits

Key Requirements

  • •1-3+ years of experience in middle office operations, lending operations, commercial customer success, or client portfolio management.
  • •Experience thriving in a fast-paced fintech or digital banking environment and scaling operations with technology.
  • •Strong attention to detail handling high-value/high-volume financial transactions, trade booking, or loan disbursements accurately.
  • •Ability to review corporate documentation, onboarding materials, and legal contracts (e.g., T&Cs) against internal risk and compliance policies.
  • •Comfort with basic financial analysis and numerate decision-making to discuss funding needs, credit line utilization, and investigate/reconcile loan repayments.
Experience:1-3 yearsFintechDigital banking
Skills:Relationship managementCustomer-first mindsetCommunicationAttention to detailProblem-solving
Languages:English
Tech Stack:CRMSalesforceMicrosoft Excel

Company Brief

Ebury
Provides international payments, FX, and treasury solutions for SMEs and mid-market companies, enabling cross-border transactions, multi-currency accounts, and financing services to support global trade and cash flow management.
Industry: Payments
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Funding: Private Equity Backed
Headquarters: London, United Kingdom
Founded: 2009
WebsiteLinkedIn