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Loan Analyst

Loan Analyst

US Tech SolutionsMontreal, Montreal (administrative region), Canada
30+ days ago
Job type
  • Full-time
Job description

Business Overview :

Part of Credit & Portfolio Management Americas, Loan Transaction Coordination is a transversal team serving the CIB Americas Corporate Platform while focusing on three key missions :

  • Serve as the first level of control to safeguard the Bank by applying effective, accurate and timely controls to address regulatory, compliance, operational and credit risks.
  • Provide client service and transaction execution support to facilitate best-in-class solutions for our clients.
  • Perform tasks requiring situational banker support, complex transaction management, and specialized sector knowledge.

Responsibilities :

  • Provide situational banker / credit support for managing new and existing client relationships and execution of transactions for Global Banking- Corporate Clients.

    • As a Banker Support Analyst, employee would demonstrate the following competencies :

    New Deal Support (includes but not limited to) :

  • Create groups, attach / detach legal entities, update the client coverage, and check for Relationship Manager’s presence in new accounts.
  • Analyze the data behind the newly opened accounts and remediate the deficiencies flagged by RDQP as they relate to feed breaks.
  • Work along foreign client’s Branches to put Swingline Accommodation in place for New York. At closing, Banker support will prepare a Swingline Accommodation Form signed by the Coverage RM and Loan Servicing and communicated to relevant stakeholders.

    • Ongoing Deal Maintenance (includes but not limited to) :

  • Submit forms in internal platforms to preserve the integrity of the data in local systems.
  • Preserve the integrity of the data in global repository system, including change of legal name, amendment of management entities and client coverage, merger, and absorptions / duplicates.
  • Manage Economic Dependency to link a legal entity to a Business Group.
  • Keep accurate list of all swingline accommodations at Client NY and action all necessary steps to complete their annual reviews and / or event driven review (i.e. refinancing).
  • Assist with all inquiries related to credit lines, KYC status retrieval, outstanding, fees and any issues that arise regarding data requests (referential, risk, transactional etc.).

    • Additional Responsibilities :

  • Assist in other data collection and ad hoc projects as needed.
  • Responsible for fostering ideas proactively to improve the Loan Transaction Coordination teams, to efficiently achieve its missions and add value to the Corporate Platform.
  • Engage with relevant team leaders and stakeholders and contribute to the implementation of these ideas as needed.

    • Preferred qualifications :

  • An undergraduate degree with a major in Finance / Data analytics / Data science preferred.
  • 1-3 years of experience in the financial services industry. Knowledge in Corporate Banking products, a plus.
  • Advanced level in Microsoft Word, Excel (VBA an asset).
  • Strong organizational skills with ability to multitask and meet tight deadlines.
  • Work collaboratively within the team.
  • Demonstrated problem solving skills and flexibility in changing work environment.
  • Strong attention to details.
  • Data Analytics and / or Data Management skills an asset.

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    Analyst • Montreal, Montreal (administrative region), Canada