Overview of the Expertise Listing or Job Posting
You will drive high quality, differentiated client experience for Commercial Clients Margin & Covenant process from credit approval through to the funding stage. You will serve as Subject Matter Expert (SME) for Commercial Account Manager Business and Clients to facilitate efficient and effective margining and covenant fulfillment procedures and related activities within established Client Service Commitments. You will provide support to Commercial Financial Services (CFS) by acting as the subject matter expert for financial statements data entry to be used for financial analysis purposes.
What will you do?
Manage a portfolio in the mid to high end of the Commercial Financial Services (CFS) market for margins and covenants
Provide consistent service, contributing to achieving business Client Service Commitments (CSC’s)
Input of CFS clients’ Annual Financial Statements data into FSS to be used for further financial analysis
Takes ownership to resolve issues at the first point of contact; demonstrating a long-term perspective in addressing client concerns
Identify inefficiencies and recommend value added enhancements
Develop strong working relationships with stakeholders (CAG Risk, GRM, BSC) to optimize overall processing time
What do you need to succeed?
Must-have
Fluently bilingual in French and English, at a professional verbal and written level in both languages - required to communicate with teams located across Canada
Degree in Business, Finance or Accounting
Willing to work Monday to Friday 8:30 AM to 5:00 PM
Please use the light purple button on the upper right side of this listing, "Contact Elderberry.work" to let us know your interest so we can connect you to the employer.
Work Location?
- Hybrid - some time in office, some remote
What key functional expertise are you seeking? Choose as many as necessary.
- Finance
- Accounting
What seniority level or years of experience does your business seek for its job candidates?
- Executive
- Director
- Manager
- < 10 years experience
- 10-15 years experience
- 16-20 years experience
- > 20 years experience
When does your Business wish to have work started on this job?
- Time-sensitive, wanting to start soon.
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