As a Specialized Credit Associatein the Private Banking 1859 Financing Solutions team at National Bank, you will be the key individual responsible for documentation and fulfillment relating to our valued client base.
With your existing background and knowledge of National Bank credit products, legal documents, policies, procedures, and internal operations, you will be critical to delivering our credit services to our most complex customers and ensuring a positive experience for both the clients and your client facing colleagues.
You will also be our primary link with the Operations team which provides fulfillment services to our client base and responsible for resolving issues with a timely and common sense approach.
Your role:
Documentation and Disbursement for the following (new requests or amendments):
All commercial facilities (secured/unsecured), except for MasterCard
Personal lines of credit secured by insurance policies/NBF, NBIN, NBDB portfolios/GICs
Construction mortgages
Annual review approved Boardsheets: Tacit Letter and facilities expiry date.
Outside of normal approach file complexities:
Open CORRA/SOFR accounts with the money market; set up substitution lines with CDC; request LG/LC from Trade Finance Expertise Desk
Booking CORRA/SOFR renewals
Prepare Guarantee and Resolution forms for AIO/MTG/unsecured PLC
Any files that require a side letter (negative pledge, undertaking, assignment of sale proceeds…)
Other Responsibilities
Coordinate with NBIN firms to create the pledge route numbers and transfer assets (especially with firms that are new to the process, I often need to have calls to walk them through)
Contact insurance broker(s) to get Notice of Assignment signed
Act as a resource for the Banking Associates when they have questions on credit documents or facility set-ups
Assisting with administrative requirements of the Financing Solutions team.
Your team:
As part of the Financing Solutions sector at Private Banking 1859, you’ll be the Western Canadian expert on a team of of colleagues who are responsible for credit structuring and solutions for our most valued personal clients. You will report to the Senior Manager, Financing Solutions .
This position will be hybrid in nature (work/home flexibility) and the successful applicant could work from Vancouver, Calgary, or Toronto depending on current city of residence.
Our team stands out for expertise in credit underwriting, quality of delivery, focus on the client/employee experience, and problem solving.
We offer a wide range of ongoing learning opportunities for your development, including hands-on learning, training courses and collaborating with colleagues who have varied expertise and profiles.
Prerequisites:
- Level of academic experience required (dependent on candidate experience)
- Experience with National Bank documentation, operations, and systems.
- Be detail oriented, self motivated, obsessed with client experience, and driven by common sense.
- Be familiar with provincial legal nuances and requirements.
- Be comfortable engaging with internal and external legal counsel and operations experts.
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!