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Workflow Coordinator/Validator - Loan Administration

Montreal, Quebec
Mid Level
full_time

Top Benefits

Commitment to diversity and inclusion
All job offers are open to persons with disabilities

About the role

Job Description 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)

Complément

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.

Application criteria

Company Crédit Agricole CIB

About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022). 8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients. By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offersare open to persons with disabilities. For more information, please visit www.ca-cib.com Twitter: https://twitter.com/ca\_cib LinkedIn: https://www.linkedin.com/company/credit-agricole-cib/ By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

About Crédit Agricole CIB

Banking
5001-10,000

Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of tier 1 capital (The Banker, July 2022).

Nearly 8,600 employees across Europe, the Americas, Asia-Pacific, the Middle East and North Africa support Crédit Agricole CIB's clients, meeting their financial needs throughout the world.

Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets activities, investment banking, structured finance, commercial banking and international trade.

The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.