Banker Support Analyst

Vertage Inc.; Montreal (administrative region); Vor Ort; CAD 65.000 - 75.000; Vollzeit

Zusammenfassung

Vertage Inc. is recruiting a Banker Support Analyst to join our Corporate Banking team in Montreal, QC.

You will support transaction execution, data maintenance, and credit-related activities across the Americas, ensuring data integrity in internal banking systems and adherence to controls. You will manage new deals and ongoing maintenance, including entity structures, coverage assignments, and regulatory inquiries, while collaborating with stakeholders to improve processes and data quality in a

Qualifikationen

• Experience in Commercial Banking, Credit Operations, or Loan Operations.
• Knowledge of corporate credit processes and banking products.
• Strong analytical and problem-solving abilities.
• Ability to work in a fast-paced environment with multiple priorities.
• Excellent attention to detail and organizational skills.

Aufgaben

• New Deal Support: Create and maintain client groups and legal entity structures.
• New Deal Support: Attach/detach legal entities within banking platforms.
• New Deal Support: Update client coverage and relationship manager assignments.
• New Deal Support: Review newly opened accounts and identify data quality issues.
• New Deal Support: Investigate and remediate data discrepancies and system feed breaks.
• Ongoing Deal Maintenance: Process updates through internal banking systems to maintain accurate client records.
• Ongoing Deal Maintenance: Manage changes related to legal entity names, client coverage assignments, mergers & acquisitions, reorganizations, duplicate entity remediation.
• Ongoing Deal Maintenance: Support economic dependency linking between legal entities and business groups.
• Ongoing Deal Maintenance: Respond to inquiries related to credit lines, regulatory status, outstanding balances, fees, risk and transactional data requests.
• Additional Responsibilities: Support data collection and special projects.
• Additional Responsibilities: Identify process improvement opportunities.
• Additional Responsibilities: Collaborate with internal stakeholders to enhance operational efficiency.
• Additional Responsibilities: Participate in initiatives that strengthen controls, processes, and data quality.

Kenntnisse

Analytical skills

Problem-solving

Attention to detail

Organizational skills

Ausbildung

Bachelor's Degree in Finance, Business, Economics, Data Analytics, or related field

Tools

SQL

Python

VBA

Jobbeschreibung

Banker Support Analyst (Loan Transaction Coordination)

Location: Montreal, QC, Canada

We are seeking a Banker Support Analyst to join a leading global financial institution's Corporate Banking team. This role will support corporate banking transactions, client data maintenance, credit-related activities, and operational processes within the Credit & Portfolio Management organization.

Position Overview

The Loan Transaction Coordination team serves corporate banking platforms across the Americas and focuses on:

• Supporting transaction execution and client servicing activities.
• Maintaining data integrity across internal banking systems.
• Managing operational, regulatory, compliance, and credit risk controls.
• Supporting complex corporate banking transactions and data management initiatives.

Key Responsibilities

New Deal Support

• Create and maintain client groups and legal entity structures.
• Attach/detach legal entities within banking platforms.
• Update client coverage and relationship manager assignments.
• Review newly opened accounts and identify data quality issues.
• Investigate and remediate data discrepancies and system feed breaks.

Ongoing Deal Maintenance

• Process updates through internal banking systems to maintain accurate client records.
• Manage changes related to:
• Legal entity names
• Client coverage assignments
• Mergers & acquisitions
• Organizational restructures
• Duplicate entity remediation
• Support economic dependency linking between legal entities and business groups.
• Respond to inquiries related to:
• Credit lines
• Regulatory status
• Outstanding balances
• Fees
• Risk and transactional data requests

Additional Responsibilities

• Support data collection and special projects.
• Identify process improvement opportunities.
• Collaborate with internal stakeholders to enhance operational efficiency.
• Participate in initiatives that strengthen controls, processes, and data quality.

Required Qualifications

• Bachelor's Degree in Finance, Business, Economics, Data Analytics, or a related field.
• 1-3 years of experience within:
• Commercial Banking
• Credit Operations
• Loan Operations
• Knowledge of Corporate Credit processes and banking products.
• Strong analytical and problem-solving skills.
• Ability to work in a fast-paced environment with multiple priorities.
• Strong attention to detail and organizational skills.

Preferred Skills

• SQL
• Python
• VBA
• Data Analysis
• Banking Operations
• Credit Administration
• Loan Administration

Preferred Backgrounds

Candidates with experience in the following areas are encouraged to apply: