Banker Support Loan Transaction CoordinationCynet Systems • Montreal, QC
Banker Support Loan Transaction Coordination
Cynet Systems • Montreal, QC
23 days ago
Job type
- Full-time
Job descriptionProvide banker and credit support for new and existing corporate client relationships and transaction execution. Create client groups, attach and detach legal entities, update client coverage, and verify Relationship Manager presence on new accounts. Analyze data related to newly opened accounts and remediate deficiencies flagged by RDQP, including feed breaks. Submit required forms in internal platforms to maintain data accuracy in local systems. Maintain data integrity in global repository systems, including legal name changes, management entity amendments, mergers, and duplicate resolutions. Manage Economic Dependency relationships by linking legal entities to appropriate business groups. Assist with inquiries related to credit lines, KYC status, outstanding items, fees, and referential, risk, or transactional data requests. Support data collection efforts and ad hoc projects as needed. Proactively identify opportunities to improve Loan Transaction Coordination processes and add value to the Corporate Banking platform. Engage with team leaders and stakeholders to support implementation of process improvements. 1–3 years of experience in the financial services industry. Exposure to corporate banking products preferred. Advanced proficiency in Microsoft Word and Excel, including VBA. Strong organizational skills with ability to multitask and meet tight deadlines. Strong attention to detail. Demonstrated problem-solving skills. Ability to adapt to a changing work environment. Strong collaboration and teamwork skills. Undergraduate degree required. Major in Finance, Data Analytics, or Data Science preferred. Knowledge of corporate banking products. Exposure to AI concepts is a plus.
Job Description :
- The Banker Support Loan Transaction Coordination role provides situational banker and credit support for managing new and existing client relationships and executing transactions for Global Banking – Corporate Clients.
- This role supports data integrity, account setup, and ongoing deal maintenance across internal banking platforms.
Responsibilities :
Experience :
Skills :
Qualification And Education :
Should Have :
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Banker Support Loan Transaction Coordination • Montreal, QC
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