Booking Analyst Team Lead

CIBC US; Chicago (IL); Hybrid; USD 85,000 - 88,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Health Savings Account

Life Insurance

Paid Time Off

401(k)

Job summary

CIBC US is seeking a Booking Analyst Team Lead for the Loan Operations Team in Chicago. You will lead a group responsible for closing, analyzing, booking, and servicing small to mid-size loans, serving as SMEs on loan system inputs and servicing requirements.

This hybrid role requires 2-3 days on-site with some remote work. Your team will interpret loan documents, set up customer and loan data in the system, perform updates, and manage inquiries.

Qualifications

• Review and understand loan documents such as notes or credit agreements for new, renewed, and modified loans.
• Accurately set up customer, facility, and loan information in the loan system for new or existing deals.
• Perform system updates related to quality control corrections and client requests (rate changes, payment instructions, regulatory codes).
• Research and respond to internal and client-related loan inquiries.
• Assist with miscellaneous tasks related to other departmental projects and initiatives.

Responsibilities

• Review and understand loan documents such as notes or credit agreements for new, renewed, and modified loans.
• Accurately set up customer, facility, and loan information in the loan system for new or existing deals.
• Perform system updates related to quality control corrections and subsequent client requests, such as rate changes, payment instructions, and regulatory codes.
• Research and respond to internal and client-related loan inquiries.
• Assist with miscellaneous tasks related to other departmental projects and initiatives.

Skills

Business Operations

Escalation Management

Office Administration

Operations Management

Organizing

Policy Interpretation

Prioritization

Job description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

As a Booking Analyst Team Lead on the Loan Operations Team, you'll play a key role in closing, analyzing, booking, and servicing small to mid-size commercial and consumer loans. You and your team will act as the subject matter experts on loan system requirements for entering and servicing customer, commitment, and loan information.

At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 2-3 days per week on-site, while other days will be remote.

What You'll Be Doing

Interpreting Loan Documents

• Review and understand loan documents such as notes or credit agreements for new, renewed, and modified loans.

System Setup

• Accurately set up customer, facility, and loan information in the loan system for new or existing deals.

System Maintenance

• Perform system updates related to quality control corrections and subsequent client requests, such as rate changes, payment instructions, and regulatory codes.

Inquiry Management

• Research and respond to internal and client-related loan inquiries.

Supporting Department Initiatives

• Assist with miscellaneous tasks related to other departmental projects and initiatives.

Who You Are

• At CIBC, we're looking for individuals who bring their best to work every day. Here's what we value in this role:

Team Player

• You thrive in collaborative environments and believe teamwork transforms good ideas into great ones.

Client-Focused

• You prioritize client needs and go the extra mile to find the right solutions.

Detail-Oriented

• You have strong critical thinking skills and notice details that others may overlook.

Goal-Oriented

• You are motivated by achieving goals and delivering your best to make a difference.

Data-Driven

• You enjoy investigating complex problems, making sense of information, and communicating detailed insights effectively.

Curious Learner

• You are passionate about expanding your knowledge and have a strong sense of curiosity.

Value-Driven

• You embody trust, teamwork, and accountability, bringing your authentic self to work.

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $85,000 - 88,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
• Subject to plan and program terms and conditions

What You Need To Know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL-Chicago, 70 W Madison St Fl 9

Employment Type

Regular

Weekly Hours

40

Skills

Business Operations, Escalation Management, Office Administration, Operations Management, Organizing, Policy Interpretation, Prioritization