Account Manager, Small Business
2 months ago
**Essential Duties and Responsibilities**:
- Responsible for servicing an assigned set of accounts (micro and small business clients) which varies based on client needs, account complexity, and client structure.
- Ensure the prioritization and processing of ongoing client-secured revolver transactions, respecting the required parameters and timelines.
- Ensures that the processing & documentation of transactions meets the company’s standards.
- Balances, investigates, reviews, and reconciles to ensure the correctness of revolver transactions.
- Monitors their accounts & provides ongoing assessment of the secured revolver portfolio.
- Maintains client files to ensure the quality and efficiency of documentation.
- Ensures timely and accurate exchange of information (examples: monthly transaction statement or acquiring of financial statements to provide credit) with clients.
- Partnering with our internal teams, including underwriters and credit analysts, to ensure seamless execution of financing solutions for our clients.
**Position Competency Requirement**:
- Results Oriented
- Two-way Communication
- Internal and External Relationship Building
- Critical Thinking and Decision Making
- Adaptability and Change Leadership
- Technical/Functional Expertise
**Education / Experience Requirements**:
- Post-secondary degree or diploma
- 2+ years of related experience in the financial industry/small business finance or similar role
- Intermediate skills with Office 365 (Excel, Outlook. Teams.)
- No travel required
- Required to be in office/onsite
**Salary Range**
CAD $55,000 - $65,000
Actual placement within the compensation range may vary depending on experience, skills, and other factors. This represents base salary only and does not represent other variable compensation components of our total compensation.
**Experience**: Required
- 2 year(s): Related experience in the financial industry/small business finance or similar role
**Education**: Preferred
- Bachelor's degree or better in Finance or related field
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