Senior Client Solutions Analyst, Commercial Real Estate Banking : Vancouver
Vancouver, British Columbia 12 days ago
Job Description
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture.
The Sr. Client Solutions Analyst "Sr. CSA" provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts.
He/she assists Relationship Managers with annual reviews, new applications and amendments and ensures that required reports are received and analyzed in accordance with conditions of the loan commitment.
The Sr. CSA reviews all new credits for prefunding conditions, reporting requirements and sets up files and diary system for new and existing credit facilities.
He/she coordinates the completion of all documents required for Global Transaction Banking products and services (i.e. current accounts, RDC, KYC documentation); prepares Cash Secured LC annual reviews, as well as the required Client Net, RA (Pre:Post), and CL if required. Also prepares Client Reference Letters and Discharge Comfort Letters. Follows up and rectifies security defects on BSC Defect List.
Is this role right for you? In this role, you will:
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Working closely with Director and Associate Director, the Senior Client Solutions Analyst is responsible for providing a variety of services to a portfolio of existing and prospective clients.
New Clients or New Projects: 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.
New Credit: this would include a variety of task including preparing credit file and ensure all documents filed, funding checklist/advance documentation/draw requests, liaison with solicitors for legal docs, etc. More detailed responsibilities would be included in the official Job Description.
Look for opportunities to make suggestions to continually improve processes and client satisfaction metrics. This may include actioning feedback received directly from clients or through client satisfaction vehicles such as The Pulse.
Champion and support a culture of diversity and other initiatives aligned with the Bank strategy.
Report into the Director and Group Lead, REB.
Do you have the skills that will enable you to succeed in this role?
Have proven experience supporting approximately two to three Directors, in RealEstate Banking, Canadian Commercial Banking.
Worked with clients that 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.
Strong knowledge of Financial Statements and credit analysis.
Strong knowledge of credit structures and applicable risk management.
Good knowledge of fulfilment processes and roles of partners.
Good knowledge of Canadian Commercial Banking partners and their involvement in servicing clients. Particularly important is knowledge of the Business Service Center, Enhanced Due Diligence Unit (EDDU) and Cash Management teams is important.
Strong knowledge of Microsoft Office applications (in particular Excel).
A high degree of flexibility to adapt to a wide variety of tasks.
Whats in it for you?
The Sr
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