
Posted 9 hours ago
Analyste principal.e, Solutions Clients, Financement Immobilier Commercial
Banque Scotia
Requirements
Diplôme collégial ou universitaire en administration, finance ou comptabilité, Connaissance des processus KYC et LCBA, Maîtrise du français et de l'anglais, Compétences en analyse de crédit et états financiers, Maîtrise de Microsoft Excel et Salesforce
Skills
FinanceCredit AnalysisSalesforce
About the role
Responsibilities
- Support the Commercial Real Estate Banking team through administration and credit management for loan and deposit portfolios.
- Assist Directors and Associate Directors with annual reviews, new requests, and modifications.
- Validate pre-disbursement conditions and information obligations for new credit facilities.
- Manage the opening of credit files, data entry into electronic agendas, and the distribution of commitment letters and renewal notes.
- Ensure all required documentation for Global Transaction Banking products (current accounts, SDD, etc.) is completed and follow up on collateral document deficiencies.
- Facilitate the collection of client information to ensure compliance with KYC (Know Your Client) and AML (Anti-Money Laundering) regulatory requirements.
- Identify opportunities for process improvements to enhance client satisfaction.
Requirements
- College or university degree in administration, finance, or accounting, or equivalent work experience.
- Strong proficiency in credit analysis and the ability to interpret financial statements.
- Solid understanding of credit structures, risk management, and KYC/AML processes.
- Excellent organizational skills with the ability to prioritize multiple requests from various stakeholders.
- Strong written and verbal communication skills in both French and English.
- Proficiency in Microsoft Office Suite, particularly Excel, and experience with Salesforce or similar CRM technologies.
- High level of accuracy and a strong focus on client service and results.
About the Company
Banque Scotia is a leading player in the Canadian banking sector and a provider of financial services across the Americas. We offer a wide range of products and services, including personal, commercial, and corporate banking, as well as private banking, investment, and wealth management. We are committed to fostering an inclusive and accessible environment for all our employees.
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Get started — it's freeAnalyste principal.e, Solutions Clients, Financement Immobilier Commercial
Banque Scotia · Montreal
