Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Position Overview
Provides loan closing and portfolio monitoring support in a professional and timely manner. Facilitates the loan closing process, commitment management and the booking and accounting of the loan portfolio ensuring all required policies, guidelines and standards are met. Delivers exceptional customer service by providing responsive, accurate, consistent, knowledgeable services and support.
What you will achieve in this role:
• Executes loan documents from the commercial team
• Financing equipment on leases or loans
• Responsible for executing audits for these documents
• Ensures pricing and payments match, and ensures the names of businesses are accurate on corporate profiles
• Process registration liens, validating invoices, and match funding, and amounts
• Confirming repayment structure for customers (preauthorized payments vs invoiced)
• Ensuring names match on void cheques
• Ensure all information is documented and uploaded to the system prior to sending it to funding partners
• Acts as a subject matter expert and first contact for escalation
• Provides advice and guidance to assigned business/group on implementation of solutions
• Builds effective relationships with internal/external stakeholders
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
• Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required
• Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements
• Processes more complex transactions and activities
• Resolves discrepancies/ exceptions for mostly routine situations, some may require further analysis, or escalates as required
• Organizes work information to ensure accuracy and completeness
• Supports the development of tools and delivery of training focused on delivering business results
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
• Participates in deal closing events to ensure conditions and funding requirements have been met
• Analyzes the credit documentation to the credit approval, structures the loan parameters on the lending system and communicates deal information to deal stakeholders
• Tracks and monitors credit, legal and compliance documentation/collateral and participates in the follow up and escalation process when issues are identified
• Gathers additional documentation from the customer and/ or internal/external stakeholders to ensure all required information is available to fulfill client requests
• Manages customer documentation to ensure that records are maintained in a proper manner
• Investigates and addresses customer services issues according to established parameters, referring or escalating as required
• Collaborates with internal and external stakeholders to deliver on business objectives
• Analyzes data and information to provide insights and recommendations
• Develops knowledge around a customer’s business, industry, and market in effort to better service their needs
• May prepare legal documents
• Collaborates in identifying, recommending, and implementing workflow improvements to deliver a more efficient operation
• Focus may be on a business/group
• Thinks creatively and proposes new solutions
• Exercises judgment to identify, diagnose, and solve problems within given rules
• Works mostly independently
• Broader work or accountabilities may be assigned as needed
What you will bring to this role:
• University / College level preferred. High School sufficient, but must have more hands-on experience (5-6 years)
• 2+ years of relevant experience
• Background with Everyday Banking, lending to a certain degree, or underwriting
• Knowledge and understanding of business unit’s key products and services, processes, and controls
• Knowledge of standard desktop applications and department systems and applications
• Understanding of business unit’s risk and regulatory requirements
• Accurate data entry skills
• Specialized knowledge from education and/or business experience
We thank you for your interest in the position, however, only those who are qualified will be contacted.
Inclusion and Equal Opportunity Employment
Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.