ADVISOR, COMMUNITY BANKING OPERATIONS
Core
Coordinate operational activities supporting loan guarantee programs and financing partnerships for Canadian entrepreneurs.
Role type
Operations coordinator (banking/financial services)
Builds
Loan guarantee programs and financing partnerships
Domain
Financial services / Banking
Deliverable
dashboards & analysis
Required skills
Data management, SharePoint governance, Operational controls, CRM management, Process documentation, Stakeholder coordination
Preferred skills
Banking/lending operations, Subrogation, Special Accounts, Legal file administration, Automated process support
Technologies
Microsoft Excel, SharePoint, ServiceNow, CRM systems
Responsibilities
Coordinate subrogation files and documentation, Review and maintain indirect program accounts and borrower data, Perform data quality reviews, Manage SharePoint user access and access reviews, Support operational controls and automated processes, Prepare operational reports and dashboards
Seniority
Junior to Mid-level, hands-on IC