Financial Operations Associate

2 weeks ago

Surrey, British Columbia, Canada Coast Capital Full time

About the Role:

The Syndicated Lending Operations Associate is a key member of the Commercial Lending Operations team at Coast Capital Savings. This role is responsible for the servicing of the company's syndicated and mezzanine financing portfolio.

Key Responsibilities:

  • Examine and interpret Inter-Lender Agreements to determine deal structure, including product and value assignments.
  • Demonstrate advanced analytical thinking and problem-solving skills.
  • Collaborate with the Assistant Manager to strategize the utilization of syndication systems.
  • Facilitate discussions with Senior Account Managers/Directors on deal structure and problem-solving.
  • Lead discussions with partner FI's Agency teams on monthly accounting, including draw splits, payments, and interest.
  • Calculate splits for participating FIs for draws, payments, fees, and payouts, and coordinate wire transfers and payment notices.
  • Process and reconcile ongoing carve-out portions of loans, redistributing and recalculating payments and fees as needed.
  • Reconcile FX lending on participant files, noting USD products are not available in our systems.
  • Set up and reconcile Bankers' Acceptance loans with partner FIs.
  • Perform banking system transactions for account creation, funding, renewals, payouts, and complex loan maintenance.
  • Provide technical expertise, guidance, coaching, and training for team members in similar roles.

Requirements:

  • Minimum 2-5 years of job-related experience.
  • 2-5 years of syndicated commercial lending administration experience and familiarity with CCS lending products, services, policies, and procedures.
  • Strong communication skills, using tact and problem-solving skills to assist and support staff at all levels.
  • Solid knowledge of banking operations, including risk management controls, techniques, and practices in an administrative environment.
  • Solid proficiency with banking systems.
  • Solid proficiency in MS Office applications and Syndtrak.
  • Strong knowledge of commercial procedures, processes, and practices, as well as commercial lending products and services.
  • Working knowledge of lending policy.
  • Advanced critical thinking and decision-making skills.
  • Advanced ability to analyze and interpret large amounts of information, apply, and reconfigure concepts and strategies.

About Coast Capital Savings:

  • Purpose-driven organization that looks at everything through its purpose.
  • Committed to inclusion and engagement, with a focus on equity, diversity, and inclusion.
  • A career that grows with you, with opportunities for development and promotion from within.
  • Flexible work arrangements through myWork, allowing employees to work where they're most effective.
  • Comprehensive, customizable benefits for employees and their families.
  • Retirement options, including a defined contribution or defined benefit pension plan or RSPs.
  • Mortgage and auto financing benefits, saving employees thousands on their mortgages and auto loans.
  • Real recognition through an online community that lets employees give kudos and thanks throughout the year.
  • An award-winning culture, recognized by Canada's Best Managed Companies, Canada's Most Admired Corporate Cultures, and the BC Top Employers Awards.
  • Reinvestment in the community, with over $90 million invested since 2000.
  • Double your impact through the employee volunteer program, with Coast Capital donating $10 for every hour volunteered to a Canadian charity or non-profit.

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