Associate Credit Officer

• Compile documentation and information required by the Credit Advisory Group (CAG) to commence Commercial Credit Review (CCR)


• Collect information from various host systems and liaise with team members to obtain non-host system information (e.g. Financial Statements)


• Track receipt of required documents and information and build files for the CAG, ensuring efficiency with accuracy of information


• Ensure data integrity during file preparation and take action to correct errors in various systems (Synergy, Casper, etc.)


• Liberate time through front-end set-up administration, and communicating with Commercial Account Managers (CAM) regarding required client financials and documentation


• Organize and clean-up CASPER applications prior to sending for adjudication


• Leverage various forms of automation to assist in day to day tasks like: managing tracking sheets and ensuring timely electronic storage of documents


• Manage incoming documents and ensure appropriate dissemination of information

Requirements

• Proven efficient administrative and organizational skills


• Knowledgeable in MS Excel, Word and Outlook


• Experience working in a fast paced, detail oriented operations environment


• Change management experience and ability to adapt quickly in an agile environment


• Proven ability to independently balance priorities and have effective time management skills


• Experience with Synergy, CMS, CASPER, Panther and Covarity Dashboard would be a desirable


• Knowledge of BFS products, processes and service

Core Competencies

Demonstrates strong administrative and organizational capabilities, with proficiency in data management and document preparation. Familiarity with BFS products and experience in a fast-paced operations environment are essential.

Highest-signal resume keywords

• MS Excel


• MS Word


• MS Outlook


• Synergy


• CASPER

ATS Optimization Keywords

Hard Skills

• Data Management


• Document Preparation


• Change Management


• File Organization


• Automation

Soft Skills

• Time Management


• Organizational Skills


• Adaptability


• Attention to Detail


• Effective Communication

Industry Keywords

• Commercial Credit Review


• Credit Advisory Group


• BFS Products


• Operations Environment

Tools & Technologies

• CMS


• Panther


• Covarity Dashboard