- Compile documentation and information required by the Credit Advisory Group (CAG) to commence Commercial Credit Review (CCR)
- Collect information from various host systems and liaise with team members to obtain non-host system information (e.g. Financial Statements)
- Track receipt of required documents and information and build files for the CAG, ensuring efficiency with accuracy of information
- Ensure data integrity during file preparation and take action to correct errors in various systems (Synergy, Casper, etc.)
- Liberate time through front-end set-up administration, and communicating with Commercial Account Managers (CAM) regarding required client financials and documentation
- Organize and clean-up CASPER applications prior to sending for adjudication
- Leverage various forms of automation to assist in day to day tasks like: managing tracking sheets and ensuring timely electronic storage of documents
- Manage incoming documents and ensure appropriate dissemination of information

Requirements

- Proven productive administrative and organizational skills
- Knowledgeable in MS Excel, Word and Outlook
- Experience working in a fast paced, detail oriented operations environment




- Change management experience and ability to adapt quickly in an agile environment
- Proven ability to independently balance priorities and have effective time management skills
- Experience with Synergy, CMS, CASPER, Panther and Covarity Dashboard would be a desirable
- Knowledge of BFS products, processes and service

Core Competencies

Demonstrates strong administrative and organizational capabilities, with proficiency in data management and document preparation. Familiarity with BFS products and experience in a fast-paced operations environment are essential.

Highest-signal resume keywords

- MS Excel
- MS Word
- MS Outlook
- Synergy
- CASPER

ATS Optimization Keywords

Hard Skills

- Data Management
- Document Preparation
- Change Management
- File Organization
- Automation

Soft Skills

- Time Management
- Organizational Skills
- Adaptability
- Attention to Detail
- Effective Communication

Industry Keywords

- Commercial Credit Review
- Credit Advisory Group
- BFS Products
- Operations Setting

Tools & Technologies

- CMS
- Panther
- Covarity Dashboard

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📌 Associate Credit Officer (Vancouver)
🏢 Jobtailor
📍 Vancouver