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

BDC; Vancouver; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Employee Savings and Investment Plan

Defined Benefit Pension Plan

Wellness and health care spending"}],

Five personal days

Hybrid work model

Learning and development opportunities

Job summary

BDC is the bank dedicated exclusively to Canadian entrepreneurs. As an Analyst, Document and Data Management, you will maintain data quality by managing electronic client records, validating financial information, and processing operational requests that support credit and lending.

This role offers a hybrid work model in Vancouver, flexible benefits, ongoing learning opportunities, and a wellness/matching plan to help you grow while serving Canada's business community.

Qualifications

• Bachelor’s degree in Business Administration or a related field.
• 1–2 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 (Excel, Word, Outlook, PowerPoint).

Responsibilities

• Review, preview, and index documents submitted by service centre employees before uploading them into Electronic Client Files (ECF).
• 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.
• 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.

Skills

Multitasking

Attention to detail

Teamwork and collaboration

Organization and data management

Adaptability

Education

Bachelor’s degree in Business Administration or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

We are banking at another level.

Choosing BDC as your employer

means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

• Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few

• In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1

• A hybrid work model that truly balances work and personal life

• Opportunities for learning, training and development, and much more...

Explore the BDC Way in our Culture Book

Bilingualism in English and French (spoken and written).

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.