105 rue St-Jacques O MONTREAL Quebec,H2Y 1L6
Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner. Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met.
Assists in processing more complex transactions and customer requests.
Addresses customer services issues according to established parameters, escalating as required.
Refers more complex and specific requests, questions or issues as required.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.
Investigates and addresses specific customer issues.
Organizes work information to ensure accuracy and completeness.
Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.
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.
Collaborates to execute loan servicing and monitoring requests.
Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.
Executes and manages documentation to ensure that records are maintained in a proper manner.
Analyzes data and information to provide insights and recommendations.
Collaborates with internal and external stakeholders to deliver on business objectives.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Builds effective relationships with internal/external stakeholders.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
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