Bilingual Deal Specialist/Loan IQ
Are you looking for stellar opportunities to develop and succeed? Are you ready to make a mark in an international Financial Corporation? Here’s an opportunity for you…
Working with one of the top financial clients this role calls for a Bilingual Deal Specialist/Loan IQ who will be responsible for providing loan closing and portfolio monitoring support in a professional and timely manner. This candidate will facilitates the loan closing process, commitment management and the booking and accounting of the loan portfolio ensuring all required policies, guidelines and standards are met. The successful candidate will deliver exceptional customer service by providing responsive, accurate, consistent, knowledgeable services and support.
Responsibilities:
- Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.
- Executes routine tasks such as service requests, transactions, queries etc. within relevant service-level agreements
- Liaising with internal lines of business to assist with securing funding, fixing logged errors, and addressing ad-hoc requests as necessary
- Utilize Loan IQ and additional internal systems to log and address tickets submitted by internal stakeholders
- Participates in deal closing events to ensure conditions and funding requirements have been met.
- Analyzes the credit documentation for credit approval, structures the loan parameters on the lending system and communicates deal information to deal stakeholders.
- Tracks and monitors credit, legal and compliance documentation/collateral and participates in the follow-up and escalation process when issues are identified.
- Gather additional documentation from the customer and/ or internal/external stakeholders to ensure all required information is available to fulfill client requests.
- Manages customer documentation to ensure that records are maintained properly.
- Investigate and address customer service issues according to established parameters, referring or escalating as required.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Analyzes data and information to provide insights and recommendations.
Desired Skill Set:
- 3 – 5 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience
- Honest, forthcoming, willing to learn & responsible
- Team player looking to foster a positive working culture
- Verbal & written communication skills – In-depth
- Accurate data entry skills
- Collaboration & team skills – In-depth.
- Analytical and problem solving skills – In-depth.
Nice To Have:
• Previous experience with Loan IQ
• Previous commercial banking experience
BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.
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