Loan Transaction coordinator

Tittle: Banker support
Location: Montreal, QC (Hybrid)
Duration: months

Pay rate: $/hr

Position Overview

• Role is a transversal Business/Data Analyst supporting CIB (Corporate & Institutional Banking).
• The position works across multiple departments and global teams, including Americas, Europe, and APAC.
• The person will investigate data/process/system issues, identify the root cause, and coordinate with the appropriate stakeholders to resolve them.
• This is a techno-functional role, not a pure developer or reporting role.

Must-Have Requirements

• CIB / Institutional / Corporate Banking experience is the key requirement.
• Minimum around years of relevant experience; years of strong institutional banking experience can be sufficient.
• Business Analyst or Data Analyst experience.
• Understanding of banking processes and end-to-end data journey.
• Ability to identify and coordinate with key stakeholders across different banking functions.
• Strong understanding of Credit / Corporate Lending is highly preferred.
• Experience working with data projects, data investigation, or process improvement is valuable.
• Strong English communication skills — both written and verbal.
• Must be comfortable communicating with US bankers and senior/high-level users.
• Must be able to explain complex issues clearly and summarize information concisely.

Technical Skills

• SQL and Python are preferred.
• Automation/coding experience is a plus.
• They are not looking for a senior developer.
• Focus is on using technical skills for automation and improving manual processes, rather than dashboard development.
• Power BI/reporting/dashboard-heavy profiles are not the target.

Banking Background

• Candidates from large institutional banks can be considered, such as Morgan Stanley, Scotia, etc., provided their actual experience is relevant.
• Retail Banking and SME Banking experience is not considered relevant.
• Generic credit experience alone is not sufficient; the candidate needs exposure to the CIB/Institutional/Corporate Banking environment.

Ideal Candidate
+ years + CIB/Institutional Banking + Business/Data Analysis + Credit/Lending exposure + SQL/Python/Automation + strong English communication.