Job Title: Loan Transaction Coordinator

Location: Montreal, Quebec

Duration: 6+ Months Contract | Possibility of extension **T4 Only

Pay Rate Range:** $30-39 an hour

Preferred Qualifications

- Undergraduate degree with major in Finance/Business Analyst/Data science preferred.
- 1-3 years of experience in the financial services industry with knowledge in Corporate Banking products/Corporate Credit process.
- Coding & Analytical Abilities (Python, SQL, VBA) assets.
- Strong organizational skills with ability to multitask and meet tight deadlines.
- Demonstrated problem solving skills and flexibility in changing work environment.
- Work collaboratively within the team.
- Robust attention to details.

New Deal Support (includes But Not Limited To)

- Create groups, attach/detach legal entities, update the client coverage, and check for Relationship Manager’s presence in new accounts.
- Analyze the data behind the newly opened accounts and remediate the deficiencies flagged by RDQP as they relate to feed breaks.
- Ongoing Deal Maintenance (includes but not limited to):




- Submit forms in internal platforms to preserve the integrity of the data in local systems.
- Preserve the integrity of the data in global repository system, including change of legal name, amendment of management entities and client coverage, merger, and absorptions/duplicates.
- Manage Economic Dependency to link a legal entity to a Business Group.
- Assist with all inquiries related to credit lines, regulatory status retrieval, outstanding, fees and any issues that arise regarding data requests (referential, risk, transactional etc.).

Additional Responsibilities

- Assist with other data collection and ad hoc projects as needed.
- Responsible for fostering ideas proactively to improve the Loan Transaction Coordination teams, to efficiently achieve their missions and add value to the Corporate Platform.
- Engage with relevant team leaders and stakeholders and contribute to the implementation of these ideas as needed.

#INDPRO

📌 Loan Transaction Coordinator (Montreal)
🏢 Epitec
📍 Montreal