Senior Client Solutions Analyst, Commercial Real Estate Banking - Burlington / Hamilton / St. C[...]

Scotiabank; Burlington; On-site; CAD 110,000 - 120,000; Full time

Job summary

A leading bank seeks a Senior Client Solutions Analyst in Burlington to support client requirements in the Commercial Real Estate Banking sector. The role involves managing client relationships, credit-related tasks, and collaborating with various internal partners to deliver superior service, ensuring compliance with regulations.

Qualifications

• Minimum 3 years of Commercial Banking experience.
• Strong commitment to excellent client service.
• Proven knowledge of Financial Statements and credit analysis.

Responsibilities

• Handling client servicing escalations and fulfilling credit-related tasks.
• Coordinating loan funding and ensuring compliance with regulatory requirements.
• Working closely with Directors to onboard clients and process financial requests.

Skills

Client Service

Organizational Skills

Interpersonal Skills

Communication Skills

Financial Statement Analysis

Credit Analysis

Risk Management

Education

University degree in Finance, Accounting, or Business

Tools

Sales Force

Intralinks

Lotus Notes

Job description

Senior Client Solutions Analyst, Commercial Real Estate Banking - Burlington / Hamilton / St. Catharines

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Senior Client Solutions Analyst, Commercial Real Estate Banking - Burlington / Hamilton / St. Catharines

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Requisition ID : 227161

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Reporting to the Director and Group Lead, Real Estate Banking, this role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives while also ensuring all activities are conducted in compliance with governing regulations, internal policies and procedures.

The Sr. Credit Solutions Analyst provides the Director(s) of Real Estate with support needed to service client requirements and new asks. This will include coordinating efforts with internal partners and directly reaching out to clients to address various activities such as collection / processing of financial reporting, diligence for credit needs and satisfaction of funding requirements. The role is specific to servicing of the Real Estate Banking Segment in Commercial Banking Distribution.

The clients being serviced are in Canada and generally within the same region although they could have operations across the country as well as in international locations. These clients will be both borrowing (over $25MM) and non-borrowing. Borrowing clients typically have complex to sophisticated financial solutions.

Strong organizational skills are necessary to manage significant data from multiple sources and balance various tasks from client service administration to borrower reporting processing to credit related support.

The Sr. Credit Solutions Analyst will typically receive requests from the Director(s) or members of the Credit Execution team but may also at times be requested to support Directors & Group Lead and Vice Presidents in the Real Estate Commercial Banking group.

This role will interact primarily with the following internal partners such as Global Risk Management, the Business Service Center, Enhanced Due Diligence Unit CRA, Syndication Team and Global Banking and Markets, but could include other partners as well as the Commercial Banking Executive Office. The Sr. Credit Solutions Analyst will also interact with external parties such as Solicitors, Accountants, Professional Service Providers and External Bank various Groups including Syndication.

The Sr. Credit Solutions Analyst continually works with clients providing service consistent with Scotia Service Standards, Complaint Resolution Standards and Procedures. The Sr. Credit Solutions Analyst looks for opportunities to promote the sale of bank product and services. The environment is fast paced and demanding and will at times require priorities be re-adjusted to accommodate urgent requests.

Accountabilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Working closely with Director(s), this role is responsible for providing the following services to a portfolio of existing and prospective clients.
• Onboarding : Supporting the collection of information directly from clients and from various sources necessary to assess the client’s risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc. This includes contacting clients, sourcing internal / external sources / web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups.
• Client servicing escalations : Help resolve service-related matters raised by the client directly to the Director, National Accounts. This responsibility does not replace the servicing provided through the Business Service Center and is typically credit in nature or day to day servicing.
• Credit related tasks :
• Contact clients for financial reporting and spread Financial Statements, Projections and Borrowing bases, review results, escalate any signs of deterioration and update appropriate systems;
• commence preparation of Credit Presentations;
• assist with completion of conditions precedent, diligence and any other requirements necessary to obtain approvals;
• ensure client files are complete and appropriately documented in various systems such as SDR, e-tracker etc. and (e) general support as necessary in the annual review process and other credit related situations needed to maintain portfolio quality.
• Fulfilment : Coordinating efforts with the client and various internal partners (e.g. BSC, EDDU, CRA, GBM) to ensure loan funding and business account openings are fulfilled as per customer expectations.
• Look for opportunities to enhance client needs by providing Directors, with referrals for ancillary products and other partner opportunities. In addition, provide suggestions to continually improve processes which may include auctioning feedback received directly from clients or through client satisfaction vehicles such as the Pulse.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his / her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML / ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML / ATF Global Handbook and the Guidelines for Business Conduct.
• Champions a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vision / values / business strategy and managing succession and development planning for the team.

Education / Experience

• University degree with Finance, Accounting or Other Business Specialty background, or equivalent work experience.
• Minimum 3 years of Commercial Banking experience.
• Commitment to participate in other training requirements as determined by the Bank from time to time .

Skills / Work Experience

• Strong commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner.
• Strong organizational skills to co-ordinate and prioritize a number of concurrent requests from different Relationship Managers.
• Strong interpersonal skills to obtain agreements within Commercial Banking and partners.
• Strong written and verbal skills with proven ability to engage stakeholders and clients.
• Proven knowledge of Financial Statements and credit analysis.
• Strong knowledge of credit structures and applicable risk management.
• Good knowledge of Commercial Banking partners and their involvement in servicing clients. In particular knowledge of the Business Service Center, Enhanced Due Diligence Team and Cash Management teams is important.
• Good knowledge of the Commercial Banking Distribution structure as well as role of other groups within Commercial Banking (Roynat, Real Estate, Leasing etc.).
• Thorough knowledge of the applicable software and technology platforms for Commercial (e.g., Sales Force, Intralinks, Lotus Notes).
• Strong commitment to accuracy, customer focus and results focus.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Information Technology

Banking

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