Documentation Specialist

1 week ago

Mississauga, Ontario, Canada CWB Financial Group Full time
At

CWB
, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Loan Documentation Specialist

Role Specifications

Everyday Flexibility Flexible Work Arrangements Hybrid Work Environments

  • Note: The external title has been changed to align with industry standards. The internal job title will be "Documentation Specialist."_

CWB Franchise Finance - Financing solutions for leading craft brewery, hotel, and restaurant brands in Canada. Industry focused expertise leads to custom solutions. From financing loans to solving business challenges to goal realizations

The opportunity

As a Documentation Specialist you will be part of our integral Loan Administration team.

Most deals we handle are structured, complex and sector specific, which will mean having a deep understanding of the documentation process from origination up to the time of booking and funding.

You'll not only be managing this process, but also coordinating loan and security document production and compliance, while reviewing and collecting (sometimes chasing) conditions prior to close.

Effective and customer focused communication will serve you well as you connect with external counsel, clients, and vendors for coordinating deals.

Specific Accountabilities

Customer experience. Documentation.

Compliance.- Proactively driving transactions to completion by timely meeting documentation and process requirements and influencing others to meet deadlines while effectively maintaining relationships between customers, internal departments, etc.- Determining documentation requirements based on transaction structure after review of commitments and other approval documentation and prepare and obtain such documentation.- Anticipating and resolving documentation issues, as well as advocate and recommend solutions and alternatives to satisfy customer needs after balancing against risk and business requirements.- Reviewing and validating accuracy of document package prior to sending to customer.- Corresponding with clients both verbally and in writing regarding loan administration and client inquiries.- Updating mainframe (AIMS) with accurate dealer/vendor information.- Ensuring proper security registrations and insurance coverages are in place, to ensure that all transactions are properly executed at the client level.- Ensuring compliance with all transaction requirements using prudent practice and commercial lending standards.- Managing and maintaining all follow-up requirements associated with transactions and complete within business guidelines.- Leveraging technology to simplify internal processes.- Driving accountable culture to improve Customer Experience.- Acting as primary interface between all parties involved in the transaction and documentation process (Commercial, Legal, Underwriting, Portfolio Management, Operations).

Skills and competencies that will take you further.

Bi-lingual (English & French).- Client focused.

Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with
CWB's brand promise.

Provide full-service solutions for clients with the view to be every client's primary financial partner.- Communication & business acumen. You are confident, knowledgeable, clear & concise in your communication.- Play to win approach. Ability to be success in a high-volume environment arising from diverse responsibilities, detailed processes, multiple stakeholders, and compliance regulations. You are okay with overtime to meet required deadlines.- Organization and time management. You have the knack to effectively manage several priorities simultaneously and a keen eye for details.- Problem solving.

You approach work with a sense of wonder, learning how to adapt and solve problems utilizing your analytical and reasoning skills - making sound decisions, relying on your confidence to assess complex scenarios.- Negotiation, collaboration, & influence.

Ability to effectively partner and collaborate with, and influence, stakeholders to extract time and resource commitments, with and without authority, across the organization as relationships get results.- Optimizer.

Commitment to working within and contributing to continuous improvement of processes, increasing capacity & effectiveness.- Collaborative. You work well with your team while striving to meet personal goals.

Foundational knowledge and experience to grow from

Why work with us?

  • Winners of Canada's Most Admired Corporate Culture 2021 &_
  • Recognized as one o

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