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Regional Sales Manager, Business Development At B2B Bank

Location: Toronto, Ontario

Job Description

The Bilingual Credit Administration Officer, Investment Lending Administration is responsible for administrative duties that assist in ensuring the efficiency of the department's operations. A key component of the role requires the incumbent to perform a variety of Investment lending functions that is monitored and measured using various statistics tools both at the department and credit administration officer level. This role also involves responding to inquiries from internal and external clients and providing a consistent level of customer service in accordance with B2B Bank's standards, policies, and procedures.


Responsibilities :

Administration/maintenance of loans underwritten systematically or by a Credit Analyst, ensuring all procedures and policies are followed. Internal and external communication with our clients in an efficient and professional manner. Compliant with departmental/individual service standards and objectives - Maintain optimum productivity levels. Verifies the accuracy of data/details on loan applications, supporting documentations and various transactions to ensure their accuracy for in good order and compliance/regulatory requirements are met. Respond to, or escalate inquiries from various internal and external clients, ensuring that the highest level of customer service is delivered. Maintains proficiency in the use of primary systems such as T24, EASE, CPS, and imaging systems, and remains familiar with all other banking systems. Submits recommendations to improve efficiencies. Keeps abreast of applicable legislation, as well as on the Bank's policies, programs, procedures, and market trends. Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function. Looks for opportunities to stay engaged.


Qualifications :

Post-secondary degree or diploma and 2 to 3 years of work experience related to credit or underwriting with a bank or trust company. Proven customer service skills; solid listening skills in order to address customer's needs, ability to anticipate needs or problem; Some Knowledge of credit and underwriting practices, and lending products. Knowledge of the financial services industry and its regulatory environment. Demonstrated ability to use initiative and good judgment. Results-oriented, diplomatic, and adept at building customer relations. Strong written and verbal communication skills. Ability to identify process improvements and communicate these to their supervisor. Bilingual (French/English) verbal and written communication skills are mandatory. Computer literacy in Microsoft Office (Word, Excel and PowerPoint) and Outlook a must; familiarity with using large and complex financial database systems; ability to learn inquiry functions in back office processing systems.