Customer Service Team Lead

2 days ago


Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full time

About Our Company:

Societe Generale Corporate Investment Bank is a leading European corporate and investment bank, offering excellence of service to its clients, strong profitability to the Group and its shareholders, and being an employer of choice for its employees.

The company operates in 45 countries across Europe, with a presence in key financial centers worldwide. It has three primary areas of focus: Euro capital markets, Derivative products, and Structured Finance.

The Loan Servicing Group at Societe Generale oversees the booking and administration of loans for the New York branch. The department consists of two main groups: Closers, responsible for setting up deals in the bank's system (LIQ), and Servicers, who manage loan administration, including notices, funding, interests, and fees.

Job Description:

We are seeking a highly skilled Customer Service Team Lead to support the Structured Finance department. As a transversal expert for the Servicing team, you will be responsible for ensuring operational performance and efficiency across the perimeter.

  • Assist production teams as needed and provide technical support to build expertise within the STR Servicing teams
  • Review, verify, and authorize daily loan transactions, including Money Market, Commercial Paper, Non-performing, and Direct/Agented facilities
  • Oversee the review and approval of loan forms for new borrowings, increases, rollovers, pay-downs, and commitment reductions, as well as daily approvals of loan proceeds
  • E nsure proper reconciliation of interest, commitment fees, and investigate any discrepancies
  • Contribute to the improvement of AMER processes and aligning STR processes globally, focusing on data quality, payments, event management, and key performance indicators (KPIs)
  • Support the STR manager in monitoring STR Servicing processes and data quality through various system-generated reports
  • Serve as a Subject Matter Expert and preferred point of contact for related projects
  • Ensure comprehensive process documentation and team training to maintain high standards
Requirements:

To be successful in this role, you must possess:

  • Proficiency in Loan IQ (LIQ Loan System) and experience servicing syndicated deals as an agent
  • Strong understanding of loan products and cash payment principles in USD and foreign currencies
  • Advanced Excel skills
  • A minimum of 5 years of experience in commercial lending using Loan IQ, with exposure to diverse portfolios (agency/syndicated loans)
  • Knowledge of financial products, especially loans, guarantees, and standby letters of credit
Benefits:

We offer a competitive salary of $120,000 - $150,000 per year, depending on experience. Additional benefits include:

  • Minimum of 20 vacation days + 4 personal days
  • Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories
  • Fully sponsored virtual healthcare assistance and Employee Assistance Program
  • Variety of Employee Resource Groups (ERG) to engage with
  • Culture of continuous development through training programs


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