Description
As an Document preparation agent on the Commercial Financing Operations (CFO) team at National Bank, you'll be a specialist in commercial financing activities. You are passionate about analysis, interested in preparing corporate financing files, and committed to providing quality work for our clients and partners. Come put your curiosity, autonomy, and resourcefulness to work analyzing financing files.
Your role
Your team
Our team in Edmonton is expanding to meet the growing needs of our business clients. You’ll join a dynamic team of 10-15 colleagues in the Commercial Operations sector, and you’ll report to the Senior Manager, Commercial Financing Operations. You'll work every day with partners in Western Canada and the teams in Montreal.
Your training will be based on a dynamic program combining classroom and online courses and on-the-job learning to help you master your role. You can access personalized training content on such topics as financing solutions to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.
Prerequisites
About the National Bank of Canada
We’re Canada's 6th largest bank and the leading one in Quebec. But above all, we’re a bank with a human touch that stands out for its bold approach, entrepreneurial spirit, and passion for people. We offer a full range of financial services for individuals, businesses, and clients with specific needs, both domestically and internationally. We also offer a wide range of banking and insurance services as well as innovative investment and wealth management solutions.
Our strategy? Building long-term relationships with our clients, teams, shareholders, and our community. People first. Your benefits
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.
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!!
Read more
Your role
- Analyze and interpret the financing requests submitted to determine whether the documents needed for disbursement were obtained with regard to the credit authorization issued
- Review agendas and credit memos to validate requests received from our partners, and authorize disbursements
- Draft offer of financing letters and security documents in accordance with established compliance standards
- Identify opportunities for improvement and implement effective solutions to optimize processes
- Dig deeper with analyses using a multiple query process
- Independently take initiatives to solve problems and provide creative solutions
Your team
Our team in Edmonton is expanding to meet the growing needs of our business clients. You’ll join a dynamic team of 10-15 colleagues in the Commercial Operations sector, and you’ll report to the Senior Manager, Commercial Financing Operations. You'll work every day with partners in Western Canada and the teams in Montreal.
Your training will be based on a dynamic program combining classroom and online courses and on-the-job learning to help you master your role. You can access personalized training content on such topics as financing solutions to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.
Prerequisites
- Some post-secondary completed education
- Excellent writing skills in english
- Excellent verbal and written communication skills
- Agility and a strong ability to adapt to change
- Curious, independent, resourceful, rigorous, and an excellent team player
- In-depth knowledge of Microsoft office (Word, Excel, Teams, Power BI)
About the National Bank of Canada
We’re Canada's 6th largest bank and the leading one in Quebec. But above all, we’re a bank with a human touch that stands out for its bold approach, entrepreneurial spirit, and passion for people. We offer a full range of financial services for individuals, businesses, and clients with specific needs, both domestically and internationally. We also offer a wide range of banking and insurance services as well as innovative investment and wealth management solutions.
Our strategy? Building long-term relationships with our clients, teams, shareholders, and our community. People first. Your benefits
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!!
