Associate Credit Officer

Jobtailor; Vancouver; On-site; CAD 45,000 - 60,000; Full time

Job summary

Jobtailor in Vancouver seeks an organized administrative coordinator to support the Credit Advisory Group in Commercial Credit Review processes.

You will gather documents, manage data across systems, and coordinate with Commercial Account Managers to ensure client financials and documentation are complete and compliant for adjudication. CASPER and Synergy expertise are a plus, with a focus on accuracy and efficiency.

Qualifications

• Proven efficient administrative and organizational skills.
• Knowledgeable in MS Excel, Word and Outlook.
• Experience working in a fast paced, detail oriented operations environment.
• Change management experience and ability to adapt quickly in an agile environment.
• Proven ability to independently balance priorities and have effective time management skills.
• Experience with Synergy, CMS, CASPER, Panther and Covarity Dashboard would be a desirable
• Knowledge of BFS products, processes and service

Responsibilities

• Compile documentation and information required by the Credit Advisory Group (CAG) to commence Commercial Credit Review (CCR)
• Collect information from various host systems and liaise with team members to obtain non-host system information (e.g. Financial Statements)
• Track receipt of required documents and information and build files for the CAG, ensuring efficiency with accuracy of information
• Ensure data integrity during file preparation and take action to correct errors in various systems (Synergy, Casper, etc.)
• Liberate time through front-end set-up administration, and communicating with Commercial Account Managers (CAM) regarding required client financials and documentation
• Organize and clean-up CASPER applications prior to sending for adjudication
• Leverage various forms of automation to assist in day to day tasks like: managing tracking sheets and ensuring timely electronic storage of documents
• Manage incoming documents and ensure appropriate dissemination of information

Skills

MS Excel

MS Word

MS Outlook

Data Management

Document Preparation

Automation

Time Management

Organizational Skills

Adaptability

Attention to Detail

Effective Communication

Change Management

File Organization

Tools

CMS

Panther

Covarity Dashboard

Job description

• Compile documentation and information required by the Credit Advisory Group (CAG) to commence Commercial Credit Review (CCR)


• Collect information from various host systems and liaise with team members to obtain non-host system information (e.g. Financial Statements)


• Track receipt of required documents and information and build files for the CAG, ensuring efficiency with accuracy of information


• Ensure data integrity during file preparation and take action to correct errors in various systems (Synergy, Casper, etc.)


• Liberate time through front-end set-up administration, and communicating with Commercial Account Managers (CAM) regarding required client financials and documentation


• Organize and clean-up CASPER applications prior to sending for adjudication


• Leverage various forms of automation to assist in day to day tasks like: managing tracking sheets and ensuring timely electronic storage of documents


• Manage incoming documents and ensure appropriate dissemination of information

Requirements

• Proven efficient administrative and organizational skills


• Knowledgeable in MS Excel, Word and Outlook


• Experience working in a fast paced, detail oriented operations environment


• Change management experience and ability to adapt quickly in an agile environment


• Proven ability to independently balance priorities and have effective time management skills


• Experience with Synergy, CMS, CASPER, Panther and Covarity Dashboard would be a desirable


• Knowledge of BFS products, processes and service

Core Competencies

Demonstrates strong administrative and organizational capabilities, with proficiency in data management and document preparation. Familiarity with BFS products and experience in a fast-paced operations environment are essential.

Highest-signal resume keywords

• MS Excel


• MS Word


• MS Outlook


• Synergy


• CASPER

ATS Optimization Keywords

Hard Skills

• Data Management


• Document Preparation


• Change Management


• File Organization


• Automation

Soft Skills

• Time Management


• Organizational Skills


• Adaptability


• Attention to Detail


• Effective Communication

Industry Keywords

• Commercial Credit Review


• Credit Advisory Group


• BFS Products


• Operations Environment

Tools & Technologies

• CMS


• Panther


• Covarity Dashboard