Senior Financial Analyst Iii, Servicing (Fp&A)
By Haventree Bank At Toronto, Ontario, Canada
Ad hoc analysis for portfolio data needs and Senior Management Team business decision.
Communicates data driven insights of complex information in a concise manner to management and in board-level reporting
Prepares and maintains capital forecasts, including scenarios analysis to support management decision making
The position requires 3-5 years’ experience with very strong conceptual math skills, especially related to rate-based calculations.
Models complex rate amortization schedules of NIM-level expenses using inputs from the business and the Senior Manager, FP&A.
Strong financial acumen, along with MS Excel and data manipulation experience.
Manager, Servicing Channels Strategy
By Capital One At Toronto, Ontario, Canada
Experience in product ownership, change management, and project management
Have a successful track record of thriving in an entrepreneurial and dynamic environment. Previous consulting experience is a plus.
At least 2 years of direct people leadership experience
4+ years of experience in a related field such as consulting or financial services
4+ years of experience in data and/or quantitative analysis
A day in the life of a Capital One Manager, Servicing Channels Strategy
Assistant Manager, Member Servicing
By Quintessentially At Oakville, Ontario, Canada
Excellent time management and multi-tasking skills, able to perform consistently under pressure.
Fluency in more than one language and/or international education / working experience is a plus.
We celebrate a People Centric culture both externally and internally. Our Lifestyle Management team has one single objective: Making a Difference.
Proactively recommend relevant suggestions such as experiences, solutions and services according to each Member’s unique lifestyle.
Own and manage the Member Servicing by effectively communicating regarding any progress updates, limitations, constraints or alternative suggestions where appropriate.
Actively contribute to the curation of Quintessentially Signature Events; Quintessentially-Only experiences accessible by Members and Partners.
Bilingual Servicing Analyst Jobs
By Insight Global At Mississauga, Ontario, Canada
- 1-2 years experience in operations.
- Commercial loan or banking experience.
- Formal experience in customer service.
- Fluent in French and English.
- Proficient with MS Office Excel.
- General proficiency with computer systems and software.
Financial Analyst Ii, Private Loan Servicing
By Alberta Investment Management Corporation (AIMCo) At Edmonton, Alberta, Canada
Working knowledge of loan management software and investment industry experience
System Expertise: Become a subject-matter expert in accounting systems, specifically SimCorp Dimension (SCD) and Precision Loan Management (PLM).
Undergraduate degree in Business, Accounting or Finance
3+ years of accounting or financial analysis experience
Knowledge of generally accepted accounting practices, principles, and frameworks including Generally Accepted Accounting Principles (GAAP)
Intermediate to advanced Microsoft Excel skills; ability to use various Excel functions to build spreadsheets and manipulate/analyze large datasets
Payment Servicing Analyst Jobs
By Insight Global At Toronto, Ontario, Canada
Desired Skills and Experience *
-Experience using conferencing platforms (Zoom, MS Teams, Web-Ex)
-Any programming language (recreational level or from previous work experience)
-High proficiency in MS suite
-Comfortable with toggling between multiple screens
-Keen eye for detail and accuracy
Payments Servicing Analyst Jobs
By Insight Global At Toronto, Ontario, Canada
-Experience using conferencing platforms (Zoom, MS Teams, Web-Ex)
-Any programming language (recreational level or from previous work experience)
-High proficiency in MS suite
-Comfortable with toggling between multiple screens
-Keen eye for detail and accuracy
-Proficiency with Excel (Pivot Tables, V-Lookups)
Servicing Analyst Jobs
By Insight Global At Canada
-Excellent Communication skills, both written and verbal
-Excel (Pivot Tables, VLOOKUPS, data cleansing)
-Completed post-secondary degree, diploma or certificate in Economics, Business, Administration or equivalent
-Organized, Self Started, Initiative, Willingness to learn
Servicing Administrator Jobs
By Canada ICI Capital Corporation At St Albert, Alberta, Canada
A technical accounting education experience or accounting certificate would be an asset.
Have strong communication skills, verbal & written, with experience in providing excellent customer service.
The ideal candidate would have a combination of practical related experience and/or banking background.
Have proven organizational skills and demonstrate the ability to prioritize and multi-task.
Competitive annual salary plus bonus.
Post-secondary diploma in Business, Office Administration or equivalent.
Loan Servicing Analyst Jobs
By Insight Global At Mississauga, Ontario, Canada
Strong communication skills, written and verbal.
Proficient in MS Excel and MS Sharepoint.
General proficiency with computer systems and softwares.
Motivated mentality, strong sense of urgency, and comfortable voicing ideas on how to improve processes.
12 month contract + possible extensions or convert to perm
Manager, Sustainment & Control - Asset Servicing
By Scotiabank At Toronto, Ontario, Canada
Strong knowledge and understanding of Capital Markets and Wealth Management
Assist in the development and management of Standard Operating Procedures (SOPs) and training programs
Contribute to the design, implementation, and management of a Quality Control program
Development, implementation and sustainment of the department’s key process and management controls, including control reports, dashboards, and analytics
Contribute to the development, ongoing management and sustainment of all Asset Servicing SOPs and training programs
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge

Are you looking for an exciting opportunity to use your analytical skills to make a real difference? We are looking for a Servicing Analyst to join our team and help us provide exceptional customer service. You will be responsible for analyzing customer data, identifying trends, and developing strategies to improve customer experience. If you are passionate about data analysis and customer service, this is the job for you!

Overview:

Servicing Analysts are responsible for providing support to customers and clients in the financial services industry. They are responsible for analyzing customer data, providing customer service, and resolving customer issues. They must have a strong understanding of financial products and services, as well as customer service principles.

How To Become an Servicing Analyst:

To become a Servicing Analyst, you will need to have a bachelor’s degree in finance, accounting, or a related field. You will also need to have experience in customer service and financial services. Additionally, you should have strong analytical and problem-solving skills.

Servicing Analyst Skills:

• Analytical and problem-solving skills
• Knowledge of financial products and services
• Excellent customer service skills
• Ability to work independently and in a team
• Strong communication and interpersonal skills
• Ability to multitask and prioritize tasks
• Proficiency in Microsoft Office Suite

What is Servicing Analyst Knowledge?

• Knowledge of financial products and services
• Understanding of customer service principles
• Understanding of banking regulations and compliance
• Knowledge of financial analysis and reporting
• Knowledge of accounting principles
• Knowledge of customer relationship management systems

What is Servicing Analyst Responsibilities?

• Analyze customer data to identify trends and potential issues
• Provide customer service and resolve customer issues
• Monitor customer accounts and transactions
• Prepare financial reports and analysis
• Develop and maintain customer relationships
• Ensure compliance with banking regulations
• Assist with the development of new products and services

What is Servicing Analyst Experience?

• Previous experience in customer service
• Previous experience in financial services
• Previous experience in financial analysis and reporting
• Previous experience in customer relationship management
• Previous experience in banking regulations and compliance

What is Servicing Analyst Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Knowledge of financial products and services
• Knowledge of customer service principles
• Knowledge of banking regulations and compliance
• Knowledge of financial analysis and reporting
• Knowledge of accounting principles
• Knowledge of customer relationship management systems

Servicing Analyst Education:

• Bachelor’s degree in finance, accounting, or a related field
• Professional certifications in customer service, financial services, or banking regulations
• Professional certifications in financial analysis and reporting
• Professional certifications in customer relationship management
What tools help Servicing Analyst work better?
• Customer relationship management systems
• Financial analysis and reporting software
• Banking regulations and compliance software
• Accounting software
• Customer service software
• Project management software
Good tips to help Servicing Analyst do more effectively?
• Stay organized and prioritize tasks.
• Develop strong customer relationships.
• Utilize customer relationship management systems.
• Monitor customer accounts and transactions.
• Stay up to date on banking regulations and compliance.
• Develop strong analytical and problem-solving skills.
Common Servicing Analyst interview questions?
• What experience do you have in customer service?
• What experience do you have in financial services?
• How would you handle a difficult customer situation?
• What do you know about banking regulations and compliance?
• How would you analyze customer data to identify trends and potential issues?
• What do you know about financial analysis and reporting?