Banker Support Analyst (Loan Transaction Coordination)
About the role
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.
Not the right fit? Search for Banker Support Analyst jobs in Montreal, Quebec, Canada
About TekWissen ®
Welcome to our company, your premier partner in technology consulting, workforce solutions, payroll services, procurement, managed services, global capability centers, and venture capital support, specifically tailored for startups in the human capital sector. Our world-class team is dedicated to serving clients worldwide, leveraging over 15 years of industry experience and a robust presence in over seven countries ((USA, UK, Canada, India, Australia, Portugal and UAE)). At the forefront of the fourth industrial revolution, our leadership is committed to driving innovation and excellence. We are here to guide and support your journey through digital transformation, ensuring you achieve sustainable success in a rapidly evolving global landscape. Join us as we pave the way to the future, together.
TekWissen Group is an Equal Employment Opportunity Employer M/F/V/D
Accreditations: 1.ISO 29993:2017 – Recruitment process Certified 2.ISO 9001:2015 - Quality Management System certified 3.ISO 14001: 2015 -Environmental management system 4.ISO/IEC 27001 : 2013 -Information security management system 5.ISO 45001 : 2018- Health and safety management system 6.ISO/IEC 20000-1:2018 -Consulting, Application Development & Management, RPO, Staffing & Outsourcing
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Banker Support Analyst (Loan Transaction Coordination)
About the role
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.
Not the right fit? Search for Banker Support Analyst jobs in Montreal, Quebec, Canada
About TekWissen ®
Welcome to our company, your premier partner in technology consulting, workforce solutions, payroll services, procurement, managed services, global capability centers, and venture capital support, specifically tailored for startups in the human capital sector. Our world-class team is dedicated to serving clients worldwide, leveraging over 15 years of industry experience and a robust presence in over seven countries ((USA, UK, Canada, India, Australia, Portugal and UAE)). At the forefront of the fourth industrial revolution, our leadership is committed to driving innovation and excellence. We are here to guide and support your journey through digital transformation, ensuring you achieve sustainable success in a rapidly evolving global landscape. Join us as we pave the way to the future, together.
TekWissen Group is an Equal Employment Opportunity Employer M/F/V/D
Accreditations: 1.ISO 29993:2017 – Recruitment process Certified 2.ISO 9001:2015 - Quality Management System certified 3.ISO 14001: 2015 -Environmental management system 4.ISO/IEC 27001 : 2013 -Information security management system 5.ISO 45001 : 2018- Health and safety management system 6.ISO/IEC 20000-1:2018 -Consulting, Application Development & Management, RPO, Staffing & Outsourcing