Banker Support Analyst

Banker Support Analyst (Loan Transaction Coordination)

Location: Montreal, QC, Canada

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:
• Commercial Banking
• Credit Operations
• Loan Operations
• 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

Preferred Backgrounds

Candidates with experience in the following areas are encouraged to apply: