Banker Support Analyst (Loan Transaction Coordination)
Location: Montreal, QC, Canada
Corporate Banking | Credit & Portfolio Management
We are seeking a Banker Support Analyst to join a leading global financial institution's Corporate Banking team. This role will support corporate banking transactions, client data maintenance, credit-related activities, and operational processes within the Credit & Portfolio Management organization.
Position Overview
The Loan Transaction Coordination team serves corporate banking platforms across the Americas and focuses on:
- Supporting transaction execution and client servicing activities.
- Maintaining data integrity across internal banking systems.
- Managing operational, regulatory, compliance, and credit risk controls.
- Supporting complex corporate banking transactions and data management initiatives.
Key Responsibilities
New Deal Support
- Create and maintain client groups and legal entity structures.
- Attach/detach legal entities within banking platforms.
- Update client coverage and relationship manager assignments.
- Review newly opened accounts and identify data quality issues.
- Investigate and remediate data discrepancies and system feed breaks.
Ongoing Deal Maintenance
- Process updates through internal banking systems to maintain accurate client records.
- Manage changes related to:
- Legal entity names
- Client coverage assignments
- Mergers & acquisitions
- Organizational restructures
- Duplicate entity remediation
- Support economic dependency linking between legal entities and business groups.
- Respond to inquiries related to:
- Credit lines
- Regulatory status
- Outstanding balances
- Fees
- Risk and transactional data requests
Additional Responsibilities
- Support data collection and special projects.
- Identify process improvement opportunities.
- Collaborate with internal stakeholders to enhance operational efficiency.
- Participate in initiatives that strengthen controls, processes, and data quality.
Required Qualifications
- Bachelor's Degree in Finance, Business, Economics, Data Analytics, or a related field.
- 1-3 years of experience within:
- Corporate Banking
- Commercial Banking
- Credit Operations
- Loan Operations
- Financial Services
- Knowledge of Corporate Credit processes and banking products.
- Strong analytical and problem-solving skills.
- Ability to work in a fast-paced environment with multiple priorities.
- Strong attention to detail and organizational skills.
Preferred Skills
- SQL
- Python
- VBA
- Data Analysis
- Banking Operations
- Credit Administration
- Loan Administration
- Financial Reporting
Preferred Backgrounds
Candidates with experience in the following areas are encouraged to apply:
- Corporate Banking Analyst
- Credit Analyst
- Loan Operations Analyst
- Credit Operations Analyst
- Commercial Banking Analyst
- Banking Operations Analyst
- Credit Administration Specialist
- Portfolio Analyst
