Banker Support Analyst (Loan Transaction Coordination)TekWissen LLC • Montreal, Quebec, Canada

Banker Support Analyst (Loan Transaction Coordination)

TekWissen LLC • Montreal, Quebec, Canada

15 days ago

Job type

Full-time

Job description

Overview :

TekWissen is a global workforce management provider headquartered in Ann Arbor Michigan that offers strategic talent solutions to our clients world-wide. Our client is a company who is a provider of banking and financial services. The company operates through two divisions Retail Banking and Services and Corporate and Institutional Banking

Position : Banker Support Analyst (Loan Transaction Coordination)

Location : Montr al QC H3A 2A6 Canada

Duration : 10 Months

Job Type : Contract

Work Type : Onsite

Shift : 08 : 00 am to 05 : 00 pm

Job Description :

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.

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.

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 :

Undergraduate degree with major in Finance / Data analytics / Data science preferred.

1-3 years of experience in the financial services industry. Knowledge in Corporate Banking products and AI a plus.

Advanced level in Microsoft Word Excel (VBA)

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.

TekWissen Group is an equal opportunity employer supporting workforce diversity.

Key Skills

Sales Experience,Presentation Skills,Financial Services,Customer Service,Financial Acumen,Fraud,Math,Military Experience,Banking,Upselling,Cash Handling,RMF

Employment Type : Full Time

Experience : years

Vacancy : 1

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Banker Support Analyst Loan Transaction Coordination • Montreal, Quebec, Canada

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