Portfolio Support Specialist 12 Month Term

ATB Financial
CA - Edmonton
January 6, 2025
Management

At ATB, we exist to make it possible for our clients, team members and communities.
Our purpose is more than aspirational.
It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work.
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action:
No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together:
We want you-the unique, authentic you-to feel safe and celebrated at work.
We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow:
We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the role

As ATB's next Portfolio Support Specialist, you will play a critical role in collaborating with the Associate Directors / Sales Directors in Business Banking and the Portfolio Loan Support team.
Successful candidates will be responsible for ensuring accurate and efficient execution and risk management to facilitate the needs of our clients.
This role will have access to critical client information, such as financial data collection for population into credit risk tools, maintenance and review of collateral documents, providing reporting oversight and assisting with the execution of funding requests.

Accountabilities

Loan Advance Requests - review pre-funding checklist to ensure precedent conditions are fully satisfied and the loan documents are executed accordingly prior to funding.
Utilize financial information to support analysis and administration of key support processes, including financial analysis and data input, confirm margining calculations, trending analysis, financial covenant calculations and track remedies to completion.
Reporting oversight and data analysis for compliance, margining, overdrafts and special debt reporting.
Actively monitoring the overdue reporting items and weekly arrears report and bringing forward to the Associate Director's attention, and assisting with the collection and follow up of the reports and payments in arrears.
Develop and maintain spreadsheets in support of tracking, calculations and portfolio support of our business banking clients.
Review and maintenance of collateral documents by conducting periodic review to confirm collateral risk is sufficiently mitigated.
Other tasks related to the underwriting and credit quality oversight of our business banking client base.

Skills, experience & requirements

2-3 years of Financial Institution experience, or 1-2 years of corporate lending experience, or undergraduate degree in Business Commerce, Economics or Finance
Basic knowledge of corporate finance credit products and services
Strong communication skills with demonstrated ability to build relationships with external clients and internal teammates
Strong attention to detail, analytical capability and financial acumen with proven ability to develop financial analysis of large scale organizations
Demonstrated collaborative skills in working with sales team and operation team with proven ability to build strong internal relationships, and collaborate to achieve results.
Excellent priority management with capability to manage multiple projects, initiatives and daily activity to best meet the needs of the client
Advanced problem solving skills and ability to take initiative to find and execute innovative solutions
Ability to present complex issues effectively at all levels in the organization and effectively influence others.

Don't meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring.
If you believe your skills and experience align with the role-but you might not check all the boxes-we want to hear from you.
We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply.
If you're seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We're dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed-their way.
Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation.
We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?
If you are shortlisted, you'll hear from us after the posting closes.
Check out our How We Hire page to learn more about our hiring process.
If you need any accommodations throughout this process, please let us know at ***

Stay in touch
We're excited that you're interested in a career with ATB.
Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

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Read the full job description and apply online on the recuiter's web-site

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