The Sr. Client Solutions Analyst provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts
Job Summary
The Sr. Client Solutions Analyst provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts.
Responsibilities include assisting Relationship Managers with annual reviews, new applications, amendments, and ensuring required reports are received and analyzed.
The role champions a customer-focused culture, deepens client relationships, and leverages broader Bank relationships, systems, and knowledge.
Matching Summary
The Sr. Client Solutions Analyst provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts.
Skills & Requirements
Must-have
Credit analysis
Financial statements analysis
Know Your Customer processes
Anti-Money Laundering processes
Microsoft Office Suite
Client relationship management
Nice-to-have
Customer focused culture
High-performance environment
Diversity and inclusion initiatives
Process improvement suggestions
Key Requirements
University/College degree in Finance, Accounting or Business Specialty or equivalent work experience
Strong knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes
Strong knowledge of Financial Statements and credit analysis
Strong knowledge of credit structures and applicable risk management
Thorough knowledge of applicable software and technology platforms