SENIOR ANALYST, PORTFOLIO MANAGEMENT - Ontario, Atlantic, Prairies and West

POSITION OVERVIEW

The Senior Analyst is an individual contributor who contributes to updating the Bank’s loan portfolio by processing service requests and annual reviews required during the life cycle of a loan. He or she analyzes and recommends service requests and supports the Business Development team in developing efficient solutions to meet the client’s requests while adhering to the Bank’s policies and directives.

CHALLENGES TO BE MET

• Follow up on outstanding issues in the files in accordance with BDC’s audit policies, processes and procedures by ensuring that the forms and information are accurate and complete, the conditions are met, and the signatures are obtained.
• When completing an annual review, validate the profitability of the portfolio by monitoring the client’s borrowing activities and identify additional opportunities (financing or consulting) and be proactive to retain existing clients.
• Review financial state...