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Bilingual Senior Administration Officer (Investment Loans)

B2B Bank

This is a Contract position in Toronto, ON posted January 9, 2018.

The Bilingual Senior Administration Officer is responsible for the daily administration and processing of financial products, in accordance with B2B Bank¿s standards, policies, and procedures. The incumbent is also responsible for data entry, pre-processing and loan application related documents. Maintenance, updating reports, and answering internal inquiries regarding the products administered within the department, while providing a consistent level of superior customer service.Screen, analyze, document, and accurately execute routine financial product transactions using various computer systems, within set parameters and timelines.   Ensure that set standards for processing, client service, documentation and execution of routine transactions are met at all times. Research, prepare and process financial and non-financial transactions for clients. Monitor the incoming document queue to ensure processing according to B2B Bank¿s service standards. Administer and process product specific financial or non-financial transactions, according to B2B Bank¿s standards, policies, and procedures. Research and answer inquiries from internal clients and Business Partners such as Customer Services regarding products and processing issues. Maintain good working relationships with internal clients and Business Partners. Engage the Assistant Manager with any inquiries or issues that are beyond their scope. Complete daily workload within strict timeframes as set by B2B Bank and address any issues with the Assistant Manager. Participate in department meetings and contribute to the planning process of achieving departmental and personal goals, as well as communicate any problems or concerns. Submit recommendations to improve work processes to the Assistant Manager. Keep up-to-date with legislation, policies, and procedures, which relate to products and services. Participate in special projects and carry out any other similar or general task at the request of their superior or that may be required by their function.Post-secondary degree or diploma and 2 to 3 years of related work experience in the administration of bank or trust company products (preferable), Completion of Investment Funds of Canada (IFIC) or Canadian Securities Course (CSC) is an asset. Knowledge of investment loans, self-directed and other lending products. Excellent attention to detail and accuracy.  Must possess intermediate to advanced skills in MS Excel. Computer literacy in Word and Outlook a must; familiarity with using large and complex financial database systems such as AS400. Workflow systems, ability to learn inquiry functions in back office processing systems. Good interpersonal and communications skills, both verbal and written. Excellent customer service skills with the ability to communicate information effectively. Able to work in a high volume environment with an extremely demanding time frames. Strong organizational, time-management, and multitasking skills. Highly motivated with a desire to succeed and progress. Ability to work effectively with others as part of a team. Bilingual (French/English) verbal and written communication is mandatory. Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset.We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender.   B2B Bank and/or the Laurentian Bank of Canada and their subsidiaries may collect, use or disclose personal information of job candidates for the purpose of establishing an employment relationship. Qualified candidates will be contacted. No unsolicited Agency referrals please. Please apply directly online

Skills Required

  • Education level: None
  • Work experience (years): None


Salary: N/D

How to Apply

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