Job Information
Insight Global Deal Specialist in Toronto, Ontario
Job Description
Insight Global is looking for a Deal Specialist to join the team with one of our large banking clients in downtown Toronto. The successful candidate will be responsible for the following:
Provides loan closing and portfolio monitoring support in a professional and timely manner
Facilitates the loan closing process, commitment management, and the booking and accounting of the loan portfolio ensuring all required policies, guidelines, and standards are met
Delivers exceptional customer service by providing responsive, accurate, consistent, knowledgeable services and support
Participates in deal closing events to ensure conditions and funding requirements have been met
Work with Servicing teams (Agency side and Bi-Lateral side) -- work with Servicing Analysts to cover both teams and assign Analysts to deals/loans and provide information on what they need to have in the system to service these loans/deals
Ensure Deal Structure into Loan IQ adherences to credit approval, directives to mitigate risk to the bank
Analyzes Term Sheet and Credit Agreements and accurately inputting information into Loan IQ
Tracks and monitors credit, legal, and compliance documentation/collateral and participates in the follow-up and escalation process when issues are identified.
Reviewing credit agreements and providing comments to the line of business in regards to any changes in the process from an operational standpoint
Working with portfolio managers to onboard new clients by reviewing and inputting credit agreements and deal documentation in LoanIQ system and APMS ( asset portfolio management system) for closings and amendments
Responsible for monthly & quarterly deal document tracking (financial statements, compliance certificates & inputting monthly/quarterly covenants and triggers
Review/approve transactions from a high-level perspective - such as margin changes, pricing changes, amendments for commitment decreases/in! creases
Support and build relationships with internal corporate banking business partners through daily interactions in supporting mutual clients
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
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Skills and Requirements
Previous financial institution experience
Background in corporate and commercial lending or loan servicing
Advanced understanding of credit agreements and the expertise to pinpoint details as to what to look for in credit agreements
Extremely strong communication skills
Ability to multi-task and prioritize
Understanding of business unit's risk and regulatory requirements
Excel, pivot tables, creating presentations
LoanIQ
Commercial lending or banking experience null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
Insight Global
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