Job Description:

Roles and Responsibilities:

• Provides support to deal managers
• Establish and maintain contact information for each deal in ACBS, including names, addresses, telephone and fax numbers for both the credit and the administrative contacts for each participant.
• Maintain credit contact information current in SyndTrak for each agented deals
• Establish and maintain payment templates for each participant in ACBS or RIMMS and processes manual wires using BESS and RBC Express as required
• Establish templates and process wires in RBC Express for closings
• Verify administrative and payment details of other Syndicated Operations Officers
• Posting and verifying incoming financial reports, credit agreements and other documents in Syndtrak.
• Conduct investigations with both the Toronto and New York Payment Centres to determine the status of incoming or outgoing payments
• As part of day to day process; identify and recommend process changes that will drive efficiencies
• Contributes in updating operating tool guide and checklist.
• Perform clerical duties including filing, archiving, faxing, ordering stationary, and arranging mail and courier deliveries
• Provide back up for other Syndicated Operations Officers

Technical Skills:

• MS Office: Proficiency in Outlook, Word, Excel (VLOOKUP, pivots and basic formulas) (must have)
• Adobe (nice to have)
• Kofax- equivalent to Adobe (nice to have)

Must-have Skills/Experiences and/or Education, certifications, qualifications, designations:

• University degree or equivalent (any degree, business, finance, engineering, accounting preferred)
• Proficiency in Word, Excel (VLOOKUP, pivots and basic formulas)

Nice to have 1-2 years of experience

Soft Skills:

• Excellent written and oral communication skills
• Ability to prioritize, work under pressure and meet time sensitive deadlines while effectively prioritizing conflicting priorities requests from various colleagues
• Ability to work effectively and independently and within a team environment
• Ability to communicate effectively with people at various levels both internally and externally
• Highly organized with a strong commitment to client service and attention to detail
• Strong computer skills (grasps new programs, concepts quickly)
• Effective time management skills

Work Environment:

Hybrid 4 days onsite (business will provide specific anchor days which can be scheduled on a rotational basis), 1 day remote

Employer Question 1:

Do you have hands-on experience using Excel functions such as VLOOKUPs and pivot tables?

Employer Question 2:

Have you worked in an operations, banking, or financial services environment supporting transactional or deal-based processes?

Employer Question 3:

Are you comfortable working in a hybrid model with 4 days onsite per week?

Employer Question 4:

Please confirm your birth month and day in the format- DDMM (to create candidate profile in Beeline for application submission).