Job Description

Insight Global is looking for a Deal Specialist to join the team with one of our large banking clients in Vancouver. 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.