Credit Proposal Specialist (Accounting Associate)

Key Responsibilities:

• Perform quality reviews across key credit processes focusing primarily on credit proposals
• Analyze facility set ups in iCRD to ensure they align with the data found in the supporting documentation
• Build expertise over time and be able to apply foundational principles to additional disciplines
• Ensure proper controls are in place and updated accordingly to minimize operating risk
• Ensure organizational requests, queries, and issues sent to the team are actioned accurately and timely
• Manage and monitor production queues, exception reporting, and KPI’s
• Engage technology partners to help drive database functionality or stability improvements
• Build effective relationships with Operations, Credit, Control, and Technology
• Prepare ad hoc reports for the control organization, audit, or business partners when requested
• Research, analyze and assimilate data as required for various projects
• Assist with the implementation of CORE
• Participate in discussion aimed at improving the overall quality environment within WLS
• Participate in internal working groups as required representing the QC team
• Actively participate in organizational initiatives working with other team members
• Ability to quickly interpret credit approval requirements in relation to Client Risk Policies and consistently apply the requirements within daily activities

Qualifications:

• Bachelor’s degree with 1-3 years of financial services, audit, accounting control, regulatory, compliance, or equivalent experience is preferred
• Financial services industry knowledge with regulatory practices, including lending, loan processing, and support operations
• Demonstrated decision-making skills
• Working knowledge of credit products such as revolving lines of credit, term loans, commercial cards, letters of credit
• Accurate and attentive to detail
• Ability to review and interpret information, consume it, and apply it
• Strong oral and written communication skills
• Analytical mindset with the ability to probe sensitive issues while maintaining the highest level of integrity and objectivity
• Ability to organize and prioritize work; handle multiple tasks concurrently
• Productivity and flexibility through shifting priorities and deadlines
• Ability to operate in team-oriented environment sharing information with colleagues and management
• Intermediate use of Microsoft Word, Excel, Access is a plus
• Familiarity with ICRD, Party Central, I-Vault, DealWorks, CRRT is a plus
• Experience reading and interpreting loan and/or compliance documentation is a plus

Top Skills Desired:

• Legal Documentation Experience
• Strong Attention to Detail
• Analytical Problem Solving Skills
• Commercial Lending Experience