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 efficient 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 quick-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 Environment
Tools & Technologies CMS
Panther
Covarity Dashboard

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📌 Associate Credit Officer (British Columbia)
🏢 Jobtailor
📍 British Columbia