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Credit specialist Offres d'emploi - Edmonton, AB

Dernière mise à jour : il y a 9 heures
Senior Lending Specialist, Private Banking (Wester Canada Commercial)

Senior Lending Specialist, Private Banking (Wester Canada Commercial)

BMOEdmonton, AB, CAN
68 000,00 $CA – 126 000,00 $CA par an
Temps plein +1
Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.P...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Billing Specialist

Billing Specialist

destinationone ConsultingSt Albert, Alberta, Canada
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CleanTech Education and EdTech Government (Municipal State / Provincial and Federal) Health and MedTech Healthcare and Wellness Legal NotForProfit and Public Accounting. We are committed to building a...Voir plusDernière mise à jour : il y a 2 jours
  • Offre sponsorisée
Project Specialist

Project Specialist

Set 2 CloseAlberta, Canada
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Project Coordinator / Specialist (Remote).HubSpot Diamond Agency Partner.Partner of the HubSpot Ecosystem.With our collaborative approach and innovative environment, we empower businesses to thrive w...Voir plusDernière mise à jour : il y a 11 jours
  • Offre sponsorisée
Credit Analyst (Contract)

Credit Analyst (Contract)

freelance.caEdmonton, Canada
Temps plein
Thanks to our teams' energy, commitment and ideas, we are reinventing how the world builds to make Canada greener and smarter for all. To support all operations in the Edmonton market in the daily o...Voir plusDernière mise à jour : il y a plus de 30 jours
credit manager

credit manager

Varsteel Ltd.Edmonton, AB, CA
60 000,00 $CA – 65 000,00 $CA par an
Temps plein +1
Experience : 2 years to less than 3 years.Identifying and investigating compliance issues.Plan and control budget and expenditures. Plan and organize daily operations.Hire, train, direct and motivate...Voir plusDernière mise à jour : il y a 2 jours
Senior Credit Underwriting Officer

Senior Credit Underwriting Officer

The Toronto-Dominion Bank (Canada)Edmonton, Alberta
Temps plein
Contribute to the achievement of the team, business and Customer Experience goals by coaching, modelling and championing the consistent use of CEI attributes and behaviors.Collaborate with various ...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Wetland Specialist

Wetland Specialist

Partner StaffingEdmonton (North Downtown), AB, ca
Temps plein
We work with proactive clients who understand the importance of having exceptional staff.Client, we are seeking skilled and motivated. The successful candidate will play a key role in managing...Voir plusDernière mise à jour : il y a 3 jours
As An Credit specialist, Are You Now Looking To Transition Into The Role Of A Product Owner

As An Credit specialist, Are You Now Looking To Transition Into The Role Of A Product Owner

estaffing IncAB, Canada
40,00 $CA –60,00 $CA par heure
Temps plein
Quick Apply
Are you an Credit specialist seeking a transformative career change? This opportunity might be the perfect fit for you as you consider transitioning to a Product Owner&...Voir plusDernière mise à jour : il y a 2 jours
Bilingual Credit Management Resolution Officer - Remote

Bilingual Credit Management Resolution Officer - Remote

0000050007 Royal Bank of CanadaEDMONTON, Alberta, Canada
26,00 $CA –30,00 $CA par heure
Télétravail
Temps plein
You are an officer within our Credit Management and Recoveries team acting as an RBC ambassador delivering an exceptional client experience by offering financial advice & payment solutions during t...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Warehouse Specialist

Warehouse Specialist

Randstad CanadaEdmonton, Alberta, CA
21,50 $CA par heure
Temporaire
Quick Apply
Job Alert! We are currently seeking a highly motivated and experienced Warehouse Specialist to join our client's team in Edmonton. This is a dynamic role that combines both warehouse duties and admi...Voir plusDernière mise à jour : il y a plus de 30 jours
credit analyst

credit analyst

Belle Graphics Inc.Edmonton, AB, CA
25,64 $CA par heure
Temps plein +1
College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year.Approve or reject applications, or recommend applications for approval or rejection.Comp...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
  • Nouvelle offre
AVP & Manager, Commercial Portfolio Management

AVP & Manager, Commercial Portfolio Management

Natural FactorsEdmonton, Division No. 11, Canada
Temps plein
At CWB, we strive to build value for the people who choose us every day : our people, our clients, and our investors.Putting people first and building relationships with intention.Seeking out and em...Voir plusDernière mise à jour : il y a 9 heures
Card Insights Specialist

Card Insights Specialist

Servus Credit UnionAny, AB, CA
Télétravail
Temps plein
Quick Apply
Servus is growing! We are currently looking for a full-time.Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our membe...Voir plusDernière mise à jour : il y a 17 jours
  • Offre sponsorisée
Specialist, Commercial Portfolio Management

Specialist, Commercial Portfolio Management

CWBSt. Albert, Alberta, Canada
Temps plein
At CWB , we strive to build value for the people who choose us every day : our people, our clients and our investors.Putting people first and building relationships with intention.Seeking out and em...Voir plusDernière mise à jour : il y a 10 jours
  • Offre sponsorisée
Marketing Sales Specialist

Marketing Sales Specialist

Best Version MediaSherwood Park, Alberta
Quick Apply
YOUR YEAR! Make a change today that brings you better flexibility, a vibrant workplace culture, and a chance to work with purpose. Year one earnings can range CAD $91K-140k with the potential to exc...Voir plusDernière mise à jour : il y a plus de 30 jours
Bilingual Credit Management Resolution Officer (Remote)

Bilingual Credit Management Resolution Officer (Remote)

Royal Bank of Canada>EDMONTON, Canada
Télétravail
Temps plein
You are an officer within our Credit Management and Recoveries team acting as an RBC ambassador delivering an exceptional client experience by offering financial advice & payment solutions during t...Voir plusDernière mise à jour : il y a 9 jours
  • Offre sponsorisée
Finance Administrator

Finance Administrator

RECRUITMENT PARTNERS INC.Edmonton, AB
Temps plein +1
Our client is searching for an Billing Specialist to join their team.This role will be responsible for managing competing administrative priorities and demonstrate excellent organizational and cust...Voir plusDernière mise à jour : il y a 27 jours
  • Offre sponsorisée
Sales Specialist

Sales Specialist

Drake InternationalEdmonton, AB, Canada
Temps plein
The ideal candidate loves talking to people and proactively solving issues.You will be responsible for working with customers to solve process equipment issues related to regular maintenance, repai...Voir plusDernière mise à jour : il y a 3 jours
Senior Lending Specialist, Private Banking (Wester Canada Commercial)

Senior Lending Specialist, Private Banking (Wester Canada Commercial)

BMOEdmonton, AB, CAN
Il y a plus de 30 jours
Salaire
68 000,00 $CA – 126 000,00 $CA par an
Type de contrat
  • Temps plein
  • Temps partiel
Description de poste

Application Deadline :

01 / 04 / 2025

Address :

525 8th Ave SW East Tower

Job Family Group :

Wealth Sales & Service

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

  • Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.
  • Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.
  • Prepares new business proposals or presentations to clients / prospects.
  • Participates in activities for client meetings and account opening documentation.
  • Provides day to day technical support and management of accounts for team members and customers.
  • May act as lead relationship manager.
  • Ensures timely resolution of all client questions and concerns, both internal and external.
  • Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
  • Determines client needs and ensures timely and accurate completion of transaction processing.
  • Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.
  • Recommends and implements solutions based on analysis of issues and implications for the business and the client.
  • Assists in the development of strategic plans.
  • Identifies emerging issues and trends to inform decision-making.
  • Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.
  • Partners with the leadership team on strategic direction and complex line-of-business projects.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  • Completes comprehensive analysis for risk, financial and profitability rating and assessments.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Coordinates account management activities with deal team members and internal groups.
  • Performs audits and quality checks, to ensure decisions are adequately documented and clearly communicated.
  • Manages operational audits and controls for banking and account administration.
  • Manages day to day portfolio administration activities through the completion of a wide variety of credit, non-credit, and related activities.
  • Monitors the timely and accurate setup & maintenance of accounts, including account setups, collateralization, and documentation.
  • Provides input into the planning and implementation of operational programs.
  • Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines.
  • Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation.
  • Reviews and actions overdrafts and other monitoring reports in a timely manner.
  • Sets up and completes margin / covenant tests within established timeframes.
  • Maintains control of security collateral including preparation and registration.
  • Identifies, diarizes, and monitors accounts for security renewals, registrations, and other expiry dates to meet compliance requirements.
  • Monitors and controls the integrity of lending documentation.
  • Collects fees applicable to credit terms and conditions or account agreement.
  • Identifies business needs, designs / develops tools and training programs; may include delivery of training to audiences.
  • May specialize as either a funding specialist or a credit underwriting specialist.
  • As a funding specialist, facilitates the funding process acting as a final and independent control point for legal documentation and ensures that the security / legal documentation reflects what was approved; all terms and conditions noted in the credit application have been met; proper execution / perfection of all documents prior to funding / releasing funds; assesses significance of any security or conditions shortfalls, credit and fraud risks.
  • As a credit underwriter, focuses on underwriting and making recommendations loan applications; interacting directly with Clients, Prospects, Bankers and Risk Management to provide expertise regarding the adjudication of applications.
  • Mitigates identified risks and makes credit recommendations / decisions in accordance with sound credit-granting principles and compliance with the Bank’s philosophy and principles outlined in corporate risk policy and supporting policies and procedures.
  • Identifies and escalates irregularities and discrepancies to management as per guidelines.
  • Participates in assigned audits and compliance reviews.
  • Ensures proper adherence to the code of conduct and ethical guidelines.
  • Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
  • Protects the Bank’s assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.
  • Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • In-depth knowledge of personal (primarily) and commercial credit and non-credit products, monitoring / operational processes and applications.
  • In-depth understanding of loan and security documentation, including registration and renewal routine.
  • Expert communication and relationship management skills.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
  • Salary :

    68,000.00 - $126,000.00

    Pay Type : Salaried

    The above represents BMO Financial Group’s pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

    BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit :

    About Us

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at .

    BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.