ANALYST, DOCUMENT AND DATA MANAGEMENT - Temporary (12 months)
Core
Maintain data quality and integrity by managing electronic client records, validating financial information, and processing operational requests for a bank supporting Canadian entrepreneurs.
Role type
Analyst, Document and Data Management
Builds
Electronic Client Files (ECF) and accurate credit/lending operations
Domain
Financial Services / Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
data management, financial statement review, document indexing, policy adherence, Microsoft Office proficiency, multi-priority management
Preferred skills
knowledge of commercial lending and credit risk management, experience with high-volume environments
Technologies
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Electronic Client Files (ECF)
Responsibilities
Review, preview, and index documents for Electronic Client Files; Process document re-indexation requests; Validate accuracy of financial data in BDC systems; Monitor outstanding items to ensure client information currency; Prepare and distribute client correspondence regarding loan requirements; Complete simple service requests and annual reviews for client files with loan amounts of $350,000 or less.
Seniority
Junior to Mid-level, hands-on IC