Client Service Operations Coordinator

2 weeks ago


Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full time
About Global Banking Technology & Operations

Global Banking Technology & Operations (GBTO) is a pivotal division within Societe Generale Corporate Investment Bank, delivering day-to-day services to Business Units and their clients. Collaborating closely with IT & Operations teams under shared leadership, GBTO aims to meet evolving client needs and market requirements, while anticipating technological advancements to drive business transformation.

Job Overview

The Loan Servicing Group plays a crucial role in managing loan administration for Societe Generale New York branch. Comprising Closers and Servicers, the department ensures seamless deal setup in the bank's system (LIQ) and efficient loan management.

Responsibilities
  • Supporting the Structured Finance team as a transversal expert, you will focus on operational performance and efficiency across the perimeter.
  • Providing technical assistance to production teams and building expertise within the STR Servicing teams.
  • Reviewing and verifying daily loan transactions, including Money Market, Commercial Paper, Non-performing, and Direct/Agented facilities.
  • Overseeing 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.
  • Ensuring proper reconciliation of interest, commitment fees, and investigating any discrepancies.
  • Contributing to process improvements and aligning STR processes globally, focusing on data quality, payments, event management, and key performance indicators (KPIs).
  • Supporting the STR manager in monitoring STR Servicing processes and data quality through system-generated reports.
  • Serving as a Subject Matter Expert and preferred point of contact for related projects.
  • Maintaining comprehensive process documentation and team training to uphold high standards.
Requirements
  • 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.
Competencies
  • Strong analytical and reconciliation skills with attention to detail and accuracy.
  • Excellent written and verbal communication skills.
  • Self-confidence, ability to work independently, and strong organizational and time management skills.
  • A team player who collaborates effectively.
Language Skills

Fluency in English, both orally and in writing, is essential for collaboration with colleagues and partners in the United States.

Compensation

The estimated annual salary for this position is $80,000 - $120,000, depending on location and qualifications.



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