ANALYST, DOCUMENT AND DATA MANAGEMENT - Temporary (12 months)

Business Development Bank of Canada; Vancouver; On-site; CAD 60,000 - 75,000; Full time

Job summary

Business Development Bank of Canada (BDC) is seeking an Analyst, Document and Data Management in Vancouver. You will maintain data quality, validate financial information, and process operational requests to support accurate client records and effective lending operations.

You will review documents, re-index data in ECF, and collaborate with colleagues to ensure timely, compliant processing while staying current with policy updates.

Qualifications

• Bachelor’s degree in Business Administration or related field.
• 1–2 years in financial services or banking.
• Knowledge of banking products, policies and procedures, especially commercial lending and credit risk.
• Experience reviewing financial statements and validating financial data.
• Ability to manage multiple priorities and meet deadlines with accuracy.

Responsibilities

• Review, preview, and index documents submitted by service centre employees before uploading into ECF.
• Process requests for document re-indexation within ECF.
• Review financial statements and validate data entered into BDC systems.
• Monitor outstanding items to ensure client information remains current and complete.
• Prepare and distribute client correspondence related to loan requirements.
• Complete service requests and annual reviews for client files with loan amounts ≤ $350,000.
• Meet service-level expectations by processing requests accurately and on time.
• Collaborate with Business Centre employees and internal partners to support policy application.
• Stay informed about policy/process updates and regulatory requirements.

Skills

Data management

Teamwork and collaboration

Attention to detail

Multitasking

Education

Bachelor’s degree in Business Administration or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

POSITION OVERVIEW

BDC is the only bank dedicated exclusively to Canadian entrepreneurs, supporting the growth of small and medium-sized businesses across Canada. As an Analyst, Document and Data Management, you will be responsible for maintaining data quality and integrity by managing electronic client records, validating financial information, and processing operational requests. Your work contributes directly to the accuracy of client information and supports effective credit and lending operations across the organization. At BDC, we value inclusion, equity, and diversity, and you can be yourself at work.

CHALLENGES TO BE MET

• Review, preview, and index documents submitted by service centre employees before uploading them into Electronic Client Files (ECF), ensuring document quality and accuracy according to established procedures.
• Process requests for document re-indexation within ECF.
• Review financial statements and validate the accuracy of financial data entered into BDC systems.
• Monitor and follow up on outstanding items to ensure client information remains current and complete, including status receipt records and account relationship analyses.
• Prepare and distribute client correspondence related to loan requirements, including financial statement requests and credit-related notices.
• Complete simple service requests and annual reviews for client files with loan amounts of $350,000 or less.
• Meet service-level expectations by processing requests accurately and within established timelines.
• Collaborate with Business Centre employees, colleagues, and internal partners to support consistent policy application and shared business objectives.
• Stay informed about updates to policies, procedures, processes, credit practices, and regulatory requirements that may affect the role.
• Support BDC’s commitment to delivering accurate and reliable information that helps Canadian businesses succeed.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree in Business Administration or a related field.
• 1 to 2 years of experience in the financial services or banking sector.
• Knowledge of banking products, services, policies, and procedures, particularly commercial lending and credit risk management.
• Experience reviewing financial statements and validating financial data.
• Ability to manage multiple priorities and meet tight deadlines in a high-volume work environment.
• Ability to work independently with a high degree of accuracy and attention to detail.
• Strong organizational and data management skills.
• Demonstrated teamwork and collaboration skills.
• Ability to adapt to changing priorities, procedures, and business requirements.
• Proficiency with Microsoft Office applications (Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint).
• Availability to work rotating schedules within operating hours of 8:00 a.m. to 8:00 p.m.

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work.

If you require an accommodation to complete your application, please do not hesitate to contact us at [e-mail].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

BD C is a bank unlike any other. We are the only bank dedicated exclusively to the development of Canadian businesses. The only institution whose purpose is to promote the growth of the Canadian economy by focusing on the success of small and medium-sized businesses, with a human touch and a genuine presence. At BDC, we’re changing people’s and businesses’ lives for the better. That’s what makes us unique as a bank. That’s why we are banking at another level.