Talent.com
Workflow Coordinator/Validator - Loan Administration
Workflow Coordinator/Validator - Loan AdministrationCrédit Agricole CIB • MONTREAL
No longer accepting applications
Workflow Coordinator / Validator - Loan Administration

Workflow Coordinator / Validator - Loan Administration

Crédit Agricole CIB • MONTREAL
28 days ago
Job type
  • Permanent
Job description

Job description

Business type

Types of Jobs - Operations

Job title

Workflow Coordinator / Validator - Loan Administration

Contract type

Permanent Contract

Management position

No

Job summary

Part of the OPC-FTO Loan Operations teams located in New York and Mumbai, in coordination with Business Support groups, the Workflow Coordinator is responsible to animate resources to ensure pro-efficiently the productivity and quality of the Loan Operations platform (including creations and periodic review as required with the Team Manager)

The Workflow Coordinator is also in responsible for :

  • The management of the local referential for US and of some processes related to the Data management unit for US
  • Workflow coordination and production validation of a team under the local responsibility of the Team Manager, functional responsibility of the Head of FTO-Loan Operations in New York and of daily administration and servicing of loans where CACIB acts in a Participant, Agent or Direct Lender role.

Main responsibilities :

Day-to-day Tasks and Operations

  • Administering Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees and Commission posting, External payments, collection of interest, Nostro Reconciliations, general administration related to the loans portfolio managed along with undertaking ADHOC queries and investigations, monitoring all associated data under responsibility of the unit
  • Validate captures, events and payments processed by other members of the team (clerks or eventually other validators)
  • Act in Leadership Role with Focus on Team Development

  • Provide guidance to other members of the team regarding technical loans administration subjects, provide regular coaching to loans administrator
  • Actively assist in the training and development of less experienced members of the team with on-the-job training, coaching and development
  • Motivate and inspire team members by setting a good example (role model) - behavior consistent with words
  • Maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory training as required to attain and maintain competence.
  • Data Quality Management & Controls

  • Ensure compliance with all necessary controls and procedures in respect of local regulations of branches serviced
  • Responsibility to escalate any issues / problems or control gaps to their Team Leader
  • Responsibility of daily controls (as a back-up of team leader when he / she is away)
  • Process Improvement & Projects

  • Undertake ADHOC duties and project work to assist the Management team
  • When necessary assist the management team in the enhancement of systems, notably Users Acceptance Tests (UAT)
  • Supplementary Information

    Legal and Regulatory Responsibilities :

  • Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the Canadian platform policies, the Compliance manual and Compliance policies and procedures as issued from time to time; Financial Security requirements, including, but not limited to, the prevention of Financial Crime and Fraud including reporting obligations to the Money Laundering Reporting Officer.
  • Position location

    Geographical area

    America, Canada

    City

    MONTREAL

    Candidate criteria

    Minimal education level

    Bachelor Degree / BSc Degree or equivalent

    Academic qualification / Speciality

    o Bachelor’s or Master’s degree in fields related to Business, Management, Information technology, or a related discipline

    Level of minimal experience

    6-10 years

    Experience

    o 5 to 7 years of experience in commercial banking operations - ACBS Experience preferred

    o Experience managing the daily workflow of other staff members / coordination of daily tasks

    o Sound knowledge of general banking operations (to include Accounting, Funding Nostro movements and Cash management

    o Experience of Loans Administration and the ability to understand terms and conditions of loans contracts

    o Sound knowledge of general banking operations (to include Accounting, Funding Nostro movements and Cash management

    Required skills

    o Proficient in using CA-CIB loans, payments and other systems (training will be provided), literate in MS Office suite (Word and Excel)

    o Problem solving and investigative skills to undertake analysis, resolve issues / problems related to loans operations

    o Be able to operate in “project mode” i.e. contribute to projects run by IT (mainly UAT sessions)

    o Communication : Communicating clearly and concisely, tailoring content and style, promoting free-flowing communication with others

    o Building Understanding and Trust : Striving to understand our customers, stakeholders, and colleagues, valuing openness and honesty to build a climate of trust.

    o Developing People : Developing ourselves, providing constructive feedback, opportunities for sharing learning

    o Collaborating for Success : Working successfully with others, valuing and utilizing the different skills and experience of colleagues from across the organization, building interdependence to achieve shared objectives and goals

    o Understanding Issues : Using current information as the basis for thinking about issues and problems, ability to employ a range of techniques to deepen understanding and initiate remedial action

    o Verbal and written communication skills in English required (You will need to service Anglophone clients and work with Anglophone colleagues) French is a strong asset

    Languages

    English

    Create a job alert for this search

    Workflow CoordinatorValidator Loan Administration • MONTREAL

    Similar jobs
    Responsible Gambling Analyst - saint-esprit

    Responsible Gambling Analyst - saint-esprit

    BET99 • saint-esprit, qc, ca
    Full-time
    BET99 is Canada's Premiere Online Sportsbook and Casino.Launched in 2020, we have consistently innovated the online gaming landscape every step of the way, exponentially growing our customer base a...Show more
    Last updated: 4 days ago • Promoted
    Operational Risk Reporting Analyst - laval

    Operational Risk Reporting Analyst - laval

    KYYBA Inc • laval, qc, ca
    Full-time
    The Operational Risk Reporting Analyst will support RISK ORM Americas in acting as the 2nd Line of Defense for all the activities in the region, with the key role to support CIB and RISK Senior Man...Show more
    Last updated: 18 hours ago • Promoted • New!
    Hybrid Wealth Management Support Associate

    Hybrid Wealth Management Support Associate

    Banque Nationale du Canada • Montreal
    Full-time
    A national banking institution in Montreal is hiring an Associate for its Wealth Management team.The role involves providing exceptional support to wealth advisors and ensuring top-tier customer se...Show more
    Last updated: 26 days ago • Promoted
    Order Processing Coordinator

    Order Processing Coordinator

    Sahah Naturals • Lachine, QC, CA
    Full-time
    Quick Apply
    Order Processing Coordinator Location : Montreal, Canada Are you looking to grow your career in logistics, fulfillment, and operations within the fast-paced consumer packaged goods (CPG)...Show more
    Last updated: 7 days ago
    Feasibility Analytics Lead - ICON Strategic Solutions

    Feasibility Analytics Lead - ICON Strategic Solutions

    ICON Strategic Solutions • saint-esprit, qc, ca
    Full-time
    ICON Strategic Solutions is currently hiring for a Feasibility Analytics Lead role with one of our larger sponsor dedicated programs. This role will be responsible for providing the study team with ...Show more
    Last updated: 18 hours ago • Promoted • New!
    Loan Consultant

    Loan Consultant

    Fairstone • Montreal
    Full-time +1
    Fairstone Financial is a leading Canadian provider of responsible lending solutions.We offer personal loans and retail financing at the point of sale, helping individuals and businesses meet their ...Show more
    Last updated: 24 days ago • Promoted
    Inbound Traffic Coordinator

    Inbound Traffic Coordinator

    Corwik • Montreal
    Full-time
    Minimum of 3 years’ experience in logistics, transportation, or supply chain operations.Post-secondary diploma or degree in Logistics, Supply Chain Management, or a related field preferred.Ability ...Show more
    Last updated: 25 days ago • Promoted
    Senior Credit Analyst : Complex Financing & Growth

    Senior Credit Analyst : Complex Financing & Growth

    TD • Montreal-Ouest
    Full-time
    A leading financial institution is seeking a Senior Credit Analyst based in Montreal to prepare credit reviews and manage a portfolio of complex clients. This role involves collaborating with variou...Show more
    Last updated: 20 days ago • Promoted
    Algebra Private Tutoring Jobs Lanaudi

    Algebra Private Tutoring Jobs Lanaudi

    Superprof • Lanaudi, Canada
    Full-time +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
    Last updated: 30+ days ago • Promoted
    Solutions Engineer

    Solutions Engineer

    Meld • saint-esprit, QC, ca
    Full-time
    About the Company Meld is a fast growing startup looking to add developer support for customers who use our API driven platform for managing their crypto related integra...Show more
    Last updated: 6 days ago • Promoted
    Senior Tech Financing Account Lead – Hybrid

    Senior Tech Financing Account Lead – Hybrid

    BDC Capital • Montreal
    Full-time
    A leading Canadian financial institution seeks a professional to drive financing solutions for Canadian technology businesses in Montreal, Quebec. The ideal candidate will possess a Bachelor's degre...Show more
    Last updated: 4 days ago • Promoted
    VP, Liquidity Reporting Analyst

    VP, Liquidity Reporting Analyst

    Crédit Agricole Group • Montreal
    Full-time
    A regulatory reporting professional responsible for the timely and accurate submission of the FR2052a U.Preparation of the FR2052a report together with detailed workpapers.Perform variance analysis...Show more
    Last updated: 23 days ago • Promoted
    Accounts Receivable Agent - Ville Saint-Laurent - Up to $57,000

    Accounts Receivable Agent - Ville Saint-Laurent - Up to $57,000

    PUR RH inc. • montréal (saint-laurent), Canada
    Permanent
    Our client, a very stable company established for nearly 50 years, is seeking an.This is an excellent opportunity to join a well-structured team that offers stability, growth potential, and a colla...Show more
    Last updated: 1 day ago • Promoted
    Guidewire Billing Business Analyst

    Guidewire Billing Business Analyst

    Coforge • saint-esprit, qc, ca
    Full-time
    Guidewire Billing Business Analyst.Guidewire cloud, Billing, Agile.We at Coforge are hiring Guidewire Billing Business Analyst with the following skillset : . Strong knowledge of Guidewire applicatio...Show more
    Last updated: 4 days ago • Promoted
    Finance Risk BA — Data-Driven, Agile Solutions

    Finance Risk BA — Data-Driven, Agile Solutions

    CGI • Montreal
    Full-time
    A leading IT consulting firm in Montreal is seeking a Business Analyst to provide functional support to risk analysts on credit risk processes. The role requires strong communication skills and a un...Show more
    Last updated: 2 days ago • Promoted
    Merchant Specialist

    Merchant Specialist

    Russell Tobin • saint-esprit, qc, ca
    Full-time
    Russell Tobin's client is hiring a Merchant Retention Specialist in Toronto, ON.Deploy retention strategies to save at-risk merchants. Collaborate cross-functionally to resolve escalations (commissi...Show more
    Last updated: 18 hours ago • Promoted • New!
    Logistics Coordinator - Fuel

    Logistics Coordinator - Fuel

    Fuel • saint-esprit, qc, ca
    Full-time
    There’s a moment when it all comes together.When a complicated challenge turns into a creative solution.When a problem turns into an opportunity. Here at Fuel, creativity is what drives us forward.T...Show more
    Last updated: 18 hours ago • Promoted • New!
    Onshore P2C Lead (Project Costing, Financials, Billing)

    Onshore P2C Lead (Project Costing, Financials, Billing)

    Accenture • Montreal
    Full-time
    ARE YOU READY to step up and take your technology expertise to the next level?.There is never a typical day at Accenture, but that’s why we love it here! This is an extraordinary chance to create a...Show more
    Last updated: 26 days ago • Promoted