Credit Administration Officer - En

Seeing beyond numbers.TM

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within LBC Tech, a subsidiary of Laurentian Bank.

Responsibilities

• Ensures that set standards for processing, client services, documentation and execution of routine transactions are met at all times
• Maintains client files, ensures efficiency in retrieving documents, and archives closed files for easy accessibility
• Administers and processes product specific financial or non-financial transactions, according to Laurentian Bank Dealer Services and Laurentian Bank's standards, policies, and procedures
• Keeps abreast of legislation, policies, and procedures, which relate to products and services
• Participates in department meetings and contributes to the planning process of achieving departmental and personal goals, as well as communicates any problems or concerns
• Participates in the maintenance and creation of department policies and procedures, while providing recommendations for improvements to their direct manager
• Completes daily workload within strict timeframes set by Laurentian Bank and addresses any issues with the direct manager
• Maintains excellent working relationships with internal and external partners
• Monitors the incoming documents queue to ensure processing according to Laurentian Bank Dealer Services and Laurentian Bank's service standards
• Accurately executes securities related transactions within set parameters and timelines
• Prioritizes and schedules transaction processing, working within the accepted industry and department established time frames, while adhering to internal audit standards
• Analyzes, documents, and accurately executes routine, but complex Securities transactions using various computer systems, within set parameters and timelines
• Submits recommendations to improve work processes to direct manager
• Participates in special projects and carries out any other similar or general task at the request of their direct people manager or that may be required by their function
• Researches, prepares, processes, balances, reconciles, and ensures quality control of all financial and non-financial transactions for clients, etc.
• Escalates and makes recommendations to the appropriate authority about any inquiries or issues that are beyond their scope
• Researches and answers inquiries from internal and external partners, such as Customer Services or financial advisors, Fundo co.'s regarding products and processing issues
• Verifies own work and work of team members in the department for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements

Qualifications

• Familiarity with using large and complex financial database systems; ability to learn inquiry and maintenance functions in back office processing systems
• Must possess intermediate to advanced skills in MS Excel. Computer literacy in Microsoft Office (Word, Excel and PowerPoint) and Outlook is a must
• Excellent attention to detail and accuracy
• Knowledge of banking, mortgage, investment loan, self-directed, securities, mutual funds, lending products.and other lending products
• Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset
• Excellent customer service skills with the ability to communicate information effectively
• Excellent interpersonal and communications skills, both verbal and written
• Completion of Investment Funds of Canada (IFIC) or Canadian Securities Course (CSC) is preferred and an asset
• Ability to work effectively with others as part of a team
• Bilingual (French/English) verbal and written communication skills are assets
• Strong organizational, time-management, and multitasking skills
• Able to work in a high volume, multitasking environment with extremely demanding time frames
• Highly motivated with a desire to succeed and progress
• Post-secondary degree or diploma in Business or in a related field
• 2 to 3 years of work experience within a regulated dealer operations or bank operations department in an administration or processing role

Equity, Diversity & Inclusion

We are proud to be an equal opportunity employer and are committed to fostering an inclusive and accessible work environment that reflects the diversity of our customers and our communities. We welcome and encourage applications from individuals from all groups, including Indigenous people, women, visible minorities, and persons with disabilities, regardless of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability or any other legally-protected ground.

Accessibility

Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.