Loans Analyst Jobs

Confident enough to handle rejection without questioning your skills or abilities

Motivated enough to tackle your responsibilities and tasks head-on

You have a bachelor’s degree in Finance, Business Administration, Economics or related discipline

Access to professionals with the talent and knowledge to advance your network’s financial needs

The ideal candidate is already in the commercial finance and private investment industry

Organized enough to stay focused through the sales process without becoming sidetracked

• Maintain effective relationships with Operations, P&L, Finance and Technology groups.

Microsoft office experience (excel, word and outlook)

Excellent attention to details and organizational skills

Experience working within the banking industry specifically a branch (day to day functions)

Position Title: Call Loans Analyst

Possibility of conversion to FTE: Yes, depending on availability

You are well versed in Word, Excel, PowerPoint.

Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What You Need To Know

Organizational and time management skills

Mentor Relationship Management Associates and other colleagues, co-ordinate with a team of Relationship Managers

An analytical approach to complex finance deals

Complete financial analysis, loan documentation and processing, including writing the detailed loan narrative

Ensure loans comply with policy before they go to credit risk for approval

Analyze customer files and assess risk

5+ years’ experience of executive administration or coordinator experience, providing support to senior level management

Strong organizational skills including ability to organize, plan and schedule activities and strong calendar management/scheduling skills

Solid knowledge of relevant RBC policies and procedures (e.g. vacation and absence management; expense guidelines; travel policy)

Calendar management including prioritizing, scheduling and managing conflicts, business travel and accommodation arrangements.

Experience with My Marketplace / Access Manager

Support on-boarding of new resources to the group via My Marketplace and Access Manager, including attestations.

Organizational and time management skills

Mentor Relationship Management Associates and other colleagues, co-ordinate with a team of Relationship Managers

An analytical approach to complex finance deals

Complete financial analysis, loan documentation and processing, including writing the detailed loan narrative

Ensure loans comply with policy before they go to credit risk for approval

Analyze customer files and assess risk

Minimum 3-5 years of management and people leader experience.

Provide backup support for broader Investment Operations team and other management staff as assigned.

Proven ability to prioritize multiple responsibilities to meet deadlines. Needs to be flexible.

Ensure quarterly valuations of all underlying assets are updated accurately and timely.

Provide inputs and information associated for audits and ensures completeness and accuracy.

Exposure to investment accounting, reporting, valuation and audit control practices required.

Organizational and time management skills

Mentor Relationship Management Associates and other colleagues, co-ordinate with a team of Relationship Managers

An analytical approach to complex finance deals

Complete financial analysis, loan documentation and processing, including writing the detailed loan narrative

Ensure loans comply with policy before they go to credit risk for approval

Analyze customer files and assess risk

Up to $3000 on Education Support

Comprehensive benefit package; adjustable to your needs (with access to virtual healthcare)

We require no experience but determination!

$2000 to $5000 Employee Referral Program

Employee Discounts; Phone plans, gym membership and many retailer discounts

Base salary, with multiple incentives to give you an overall comprehensive compensation!

Up to $3000 on Education Support

Comprehensive benefit package; adjustable to your needs (with access to virtual healthcare)

We require no experience but determination!

$2000 to $5000 Employee Referral Program

Employee Discounts; Phone plans, gym membership and many retailer discounts

Base salary, with multiple incentives to give you an overall comprehensive compensation!

Supervise day-to-day staff management issues, including resource management, work allocation, mentoring/coaching and other duties and functions as assigned

Proficiency in MS Office (Word, Excel, Visio, PowerPoint) with extensive experience using Excel for data analysis

Experience with all phases of Software Development Life Cycle

Comprehensive knowledge of the principles of business analysis

Bachelor's degree/University degree or equivalent experience

Provide in-depth and sophisticated analyses with interpretive thinking to define problems, develop innovative solutions and influence strategic functional decisions

Monitor and review delinquency and other risk management reports and trends.

5+ years of direct experience or a combination of education and experience.

Post-Secondary education in business or a related discipline.

Knowledgeable in current and emerging regulation and compliance.

Knowledgeable in broader financial services operations and ACU’s philosophies, principles, legislation, regulations, policies and procedures.

Maintain and monitor the watch list report and create action plans for commercial member accounts designated as high risk.

0-2 years’ experience in sales and customer service preferred

Provide best-in class customer service to current and prospective customers on the phone or in person.

Soliciting existing customer for lending solutions.

Selling our loan and protection products

Closing loans virtually and in person

Following up past due customer accounts.

0-2 years’ experience in sales and customer service preferred

Provide best-in class customer service to current and prospective customers on the phone or in person.

Soliciting existing customer for lending solutions.

Selling our loan and protection products

Closing loans virtually and in person

Following up past due customer accounts.

0-2 years’ experience in sales and customer service preferred

Provide best-in class customer service to current and prospective customers on the phone or in person.

Soliciting existing customer for lending solutions.

Selling our loan and protection products

Closing loans virtually and in person

Following up past due customer accounts.

Strong communication skills, with experience working and communicating with senior level stakeholders both internally and externally (clients, agencies, etc.)

Considerable experience using the platforms, products and tools that underpin ABM marketing automation (Unbounce, 6sense, Clearbit, DemandBase, HubSpot, Pardot, etc)

Experience in a mix of B2B and B2C lead and demand generation would be ideal

Most likely looking to further your career within ABM, wanting greater responsibilities, and to take the next step

Open to flexible hours that may be required to manage projects across regions / time zones

A thorough understanding of digital marketing, the full channel mix, and have a good handle on paid media especially on LinkedIn

Assisting with preparation of management reports and historical re-caps to analyze and communicate business performance

You can identify and communicate key business insights to management and team

You have strong data analysis skills and a good understanding of Microsoft Excel

You have excellent communication and interpersonal skills

Analyzing store level inventory and sales to determine trends and maximize sales opportunities on a weekly basis

Making recommendations on store levels and products based on sales data and store feedback

Evaluate customer requirements while respecting AIM's standards and guidelines for equipment selection;

Participate in the reconciliation of mobile assets between the systems - Maximo and Finance 365.

Support the mobile manager in receiving new requests and updating tracking files and performance indicators;

Knowledge of the Microsoft Office suite (Word, Excel, Outlook);

Competitive salary + other perks

Group insurance & RRSP program

Post-secondary education, with Petrochemical, Finance, Sales, Marketing and/or Product Supply experience

Essential Experience and Job Requirements

Participate in internal and external audit + SOX and manage all supporting documentation.

Strong computer skills, with advanced proficiency in Microsoft Office.

Strong troubleshooting and analytical skills with a continuous improvement mindset.

Basic knowledge and understanding of refinery processes and their impact within a refining environment

As a Lending Specialist, you will report to the Branch Manager and your main responsibilities will be to:

0-2 years’ experience in sales and customer service preferred

Provide best-in class customer service to current and prospective customers on the phone or in person.

Soliciting existing customer for lending solutions.

Selling our loan and protection products

Closing loans virtually and in person