Senior Account Specialist, Credit
Schedule 1 Financial Institution
The client is a Canadian financial institution with significant holdings across Canada. They operate across most major verticals (wealth management, private client, retail banking, commercial banking, treasury, etc.). Dynamic leadership, a strong belief in client service and the success of their employees, have led to continued growth and profitability over the past thirty plus years. They are consistently rated one of Canada’s top Employers.
Commercial Banking is a high-profile segment within the organization. In the Winnipeg area, the client has a well-developed presence with a significant portfolio of accounts. They have an entrepreneurial attitude and value their employees.
The Senior Account Specialist prepares credit structuring, credit underwriting, risk management and client facing support for clients within a specified geographic market, for a portfolio of clients with average loan volumes under $2MM.
There is active upward mobility. Compensation is extremely competitive.
What you will achieve in this role:
- Day-to-day contact with clients and collaborates with the team, supporting them with the analysis and development of general economic overviews, industry profiles and the evaluation of past and present fiscal viability of loan prospects.
- Analysis of financial statements and detailed evaluation of the loan prospects.
- Prepare credit submissions (new loan requests, renewals, annual reviews, amendments and credit memos) for new and existing clients.
What you bring to this role:
- three plus years of progressive commercial banking credit experience; with strong technical skills and an understanding of complex credits.
- Post secondary education