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: Montréal QC H3A 2A6 Canada
- Duration: 10 Months
- Job Type: Contract
- Work Type: Onsite
- Shift: 08:00 am to 05:00 pm
- Pay Rate: $ 370-370/ Daily
- 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.
- 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, regulatory status retrieval, outstanding, fees and any issues that arise regarding data requests (referential, risk, transactional etc.).
- Additional Responsibilities:
- Assist with other data collection and ad hoc projects as needed.
- Responsible for fostering ideas proactively to improve the Loan Transaction Coordination teams, to efficiently achieve their 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/Business Analyst/Data science preferred.
- 1-3 years of experience in the financial services industry with knowledge in Corporate Banking products/Corporate Credit process.
- Coding & Analytical Abilities (Python, SQL, VBA) assets.
- Strong organizational skills with ability to multitask and meet tight deadlines.
- Demonstrated problem solving skills and flexibility in changing work environment.
- Work collaboratively within the team.
- Strong attention to details.
TekWissen® Group is an equal opportunity employer supporting workforce diversity.
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Banker Support Analyst (Loan Transaction Coordination)
TekWissen ®
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