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Specialized Finance Collateral Specialist
EQ Bank | Canada's Challenger BankDigital Banking company
Toronto, CanadaMid
FinanceNew
About the role
TL;DR
Validates collateral for finance transactions, manages loan setup, and processes draw requests.
- •The Specialized Finance Collateral Specialist is responsible for validating collateral for Specialized Finance transactions, ensuring accuracy and adherence to credit agreements.
- •This role involves loan setup, processing draw requests, and AML/KYC reviews.
- •Key Responsibilities Manage the Purview tracking system and validate loan-level collateral.
- •Assist with borrower reporting and set up/update loans in PPlus.
- •Process draw requests, ensuring all conditions for advances are met.
- •Prepare reports and contribute to special projects for senior management.
- •Requirements Minimum of 1 year of commercial mortgage/administration experience.
- •Working knowledge of MS Office (Word, Excel, Outlook, Power Point).
- •Ability to create ad hoc reports in Excel.
- •Excellent attention to detail and strong problem-solving skills.
Required skills
Excel
Nice-to-have skills
PowerPoint
Domain expertise
fintech
Tech stack
ExcelPowerPoint
