About the role
Insight Global is looking for a Deal Specialist to support a large banking client by managing loan closings and portfolio monitoring activities within a corporate/commercial lending environment. This individual will play a key role in ensuring accurate deal setup, compliance with credit agreements, and adherence to internal policies and regulatory standards. The Deal Specialist will coordinate loan closing processes, review and input deal data into Loan IQ, and collaborate closely with servicing teams and portfolio managers. This role requires strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while delivering high-quality service to internal stakeholders.
Required Skills & Experience
- Previous financial institution experience
- Background in corporate and commercial lending or loan servicing
- Advanced understanding of credit agreements and the expertise to pinpoint details as to what to look for in credit agreements
- Extremely strong communication skills
- Ability to multi-task and prioritize
- Understanding of business unit's risk and regulatory requirements
- Excel, pivot tables, creating presentations
Nice to Have Skills & Experience
- LoanIQ
Not the right fit? Search for Deal Specialist jobs in Ottawa, Ontario, Canada
About Insight Global
Insight Global is an international professional services and staffing company specializing in delivering talent and technical solutions to Fortune 1000 companies across the IT, Non-IT, Healthcare, and Engineering industries. Fueled by staffing and talent experts, Evergreen, our professional services brand, brings technical advisors and culture consultants to help customers tackle their biggest challenges. With over 70 locations across North America, Europe, and Asia, and global staffing capabilities in 50+ countries, our teams of tech-enabled recruiters are dedicated to finding the right talent and technical solutions to help our customers thrive. At our core, we are dedicated to empowering people to do great things. That’s why we’re passionate about developing our people personally, professionally, and financially so they can be the light to the world around them. n, Evergreen. To find out more, visit www.insightglobal.com
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About the role
Insight Global is looking for a Deal Specialist to support a large banking client by managing loan closings and portfolio monitoring activities within a corporate/commercial lending environment. This individual will play a key role in ensuring accurate deal setup, compliance with credit agreements, and adherence to internal policies and regulatory standards. The Deal Specialist will coordinate loan closing processes, review and input deal data into Loan IQ, and collaborate closely with servicing teams and portfolio managers. This role requires strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while delivering high-quality service to internal stakeholders.
Required Skills & Experience
- Previous financial institution experience
- Background in corporate and commercial lending or loan servicing
- Advanced understanding of credit agreements and the expertise to pinpoint details as to what to look for in credit agreements
- Extremely strong communication skills
- Ability to multi-task and prioritize
- Understanding of business unit's risk and regulatory requirements
- Excel, pivot tables, creating presentations
Nice to Have Skills & Experience
- LoanIQ
Not the right fit? Search for Deal Specialist jobs in Ottawa, Ontario, Canada
About Insight Global
Insight Global is an international professional services and staffing company specializing in delivering talent and technical solutions to Fortune 1000 companies across the IT, Non-IT, Healthcare, and Engineering industries. Fueled by staffing and talent experts, Evergreen, our professional services brand, brings technical advisors and culture consultants to help customers tackle their biggest challenges. With over 70 locations across North America, Europe, and Asia, and global staffing capabilities in 50+ countries, our teams of tech-enabled recruiters are dedicated to finding the right talent and technical solutions to help our customers thrive. At our core, we are dedicated to empowering people to do great things. That’s why we’re passionate about developing our people personally, professionally, and financially so they can be the light to the world around them. n, Evergreen. To find out more, visit www.insightglobal.com