Bilingual Loan Operations Specialist

4 weeks ago


Old Toronto, Ontario, Canada BeachHead Inc. Full time
Bilingual Deal Specialist/Loan IQ

BeachHead Inc., a prominent international Financial Corporation, is in search of a Bilingual Deal Specialist/Loan IQ to offer support in loan closure and portfolio oversight. This position entails managing the loan closing process, overseeing commitment management, and handling the booking and accounting of the loan portfolio while ensuring adherence to established policies and standards. The ideal candidate will provide outstanding customer service by delivering prompt, precise, and informed assistance.

Key Responsibilities:
  • Perform administrative tasks such as document scanning and filing
  • Carry out routine activities within agreed service levels
  • Coordinate with internal teams to fulfill requests
  • Utilize Loan IQ and internal systems to resolve inquiries
  • Engage in deal closing events
  • Examine credit documentation and relay deal information
  • Monitor and track documentation and collateral
  • Collect additional documentation as required
  • Manage customer-related documentation
  • Investigate and resolve customer service concerns
  • Collaborate with stakeholders to meet business goals
  • Analyze data to generate insights
Preferred Qualifications:
  • 3 - 5 years of relevant experience in a similar role
  • Post-secondary education in a related discipline
  • Excellent verbal and written communication abilities
  • Proficient data entry skills
  • Strong collaboration and teamwork capabilities
  • Solid analytical and problem-solving skills
Additional Assets:

Experience with Loan IQ and commercial banking is advantageous.

BeachHead Inc. is an equal opportunity employer committed to promoting diversity and inclusion. We encourage candidates from all backgrounds to consider this opportunity.



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