Job Description

One of our major Banking clients is looking for a Deal Review Specialist (Auto Finance, Bank, PPSA)
Length: 1 year contract with the possibility of extension or permanent
Location: Mississauga, ON - Hybrid (1 day/week in the office)
Working hours: Monday to Friday, 9am - 5:30pm
LOB: Tech and Ops

ROLE MANDATE:
Provides loan closing and portfolio monitoring support in a professional and timely manner. Facilitates the loan closing process, commitment management and the booking and accounting of the loan portfolio ensuring all required policies, guidelines and standards are met. Delivers exceptional customer service by providing responsive, accurate, consistent, knowledgeable services and support.

Candidate Value Proposition (CVP):
This role allows the candidate to work in an established institution and with multiple groups within the bank, which will allow candidate to build effective skills and confidence. The individual is exposed to other lines of business, as there are lots of opportunities for learning, growth, and development.

Group Culture:
Teams are very supportive of one another. The individual will receive vast exposure to multiple areas within the bank. The team has monthly team meetings and can be reached on MS Teams throughout the day!

ROLE RESPONSIBILITIES (including, but not limited to):

• Executes loan documents from the commercial team
• Financing equipment on leases or loans
• Responsible for executing audits for these documents
• Ensures pricing and payments match, and ensures the names of businesses are accurate on corporate profiles
• Process registration liens, validating invoices, and match funding, and amounts
• Confirming repayment structure for customers (preauthorized payments vs invoiced)
• Ensuring names match on void cheques
• Ensure all information is documented and uploaded to the system prior to sending it to funding partners
• Acts as a subject matter expert and first contact for escalation
• Provides advice and guidance to assigned business/group on implementation of solutions
• Builds effective relationships with internal/external stakeholders
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
• Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required
• Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements
• Processes more complex transactions and activities
• Resolves discrepancies/ exceptions for mostly routine situations, some may require further analysis, or escalates as required
• Organizes work information to ensure accuracy and completeness
• Supports the development of tools and delivery of training focused on delivering business results
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
• Participates in deal closing events to ensure conditions and funding requirements have been met
• Analyzes the credit documentation to the credit approval, structures the loan parameters on the lending system and communicates deal information to deal stakeholders
• Tracks and monitors credit, legal and compliance documentation/collateral and participates in the follow up and escalation process when issues are identified
• Gathers additional documentation from the customer and/ or internal/external stakeholders to ensure all required information is available to fulfill client requests
• Manages customer documentation to ensure that records are maintained in a proper manner
• Investigates and addresses customer services issues according to established parameters, referring or escalating as required
• Collaborates with internal and external stakeholders to deliver on business objectives
• Analyzes data and information to provide insights and recommendations
• Develops knowledge around a customer\'s business, industry, and market in effort to better service their needs
• May prepare legal documents
• Collaborates in identifying, recommending, and implementing workflow improvements to deliver a more efficient operation
• Focus may be on a business/group
• Thinks creatively and proposes new solutions
• Exercises judgment to identify, diagnose, and solve problems within given rules
• Works mostly independently
• Broader work or accountabilities may be assigned as needed

MUST-HAVE SKILLS:

• 2+ years of relevant experience
• Background with Everyday Banking, lending to a certain degree, or underwriting
• Knowledge and understanding of business unit\'s key products and services, processes, and controls
• Knowledge of standard desktop applications and department systems and applications
• Understanding of business unit\'s risk and regulatory requirements
• Accurate data entry skills
• Specialized knowledge from education and/or business experience

...

NICE-TO-HAVE SKILLS:

• Previous banking / FI experience (preferred)
• Understands the transportation or finance industry - vendor equipment or transportation
• Coming from a previous role that had requirement for detailed work - such as reporting, documentation, roles of that nature
• Knowledge of PPSA registration / lien registration - registering liens (from automotive industry)

SOFT SKILLS:

• Analytical Thinking
• Problem solving
• Organizational understanding
• Risk Management
• Strong verbal and written communication skills
• Collaboration and team skills
• Analytical and problem-solving skills
• Influence skills

EDUCATIONAL REQUIREMENTS:

• University / College level preferred
• High School sufficient, but must have more hands-on experience (5-6 years)

URGENT: Please read the job description above. If this interests you, apply to the job with your most updated resume, including your contact number and email address.

The recruiter in charge of this role is Sunita.

If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this job description to them and you will be eligible for a referral bonus upon a successful hire.

Please note that this is the most up to date version of job description available at this time - During Client Interview you will receive additional information - variance may apply!

Please note: Adherence to our end client\'s vaccination policy is a requirement.

Please visit the TEAMRECRUITER website to review other CAREER OPPORTUNITIES!

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