Account Manager- Financial Services Small Business - North Vancouver, Canada - Accord Financial Corporation

Accord Financial Corporation
Accord Financial Corporation
Verified Company
North Vancouver, Canada

3 weeks ago

Sophia Lee

Posted by:

Sophia Lee

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Description

This position is located in Vancouver, BC and requires in office presence at least two-three times a week.

Relocation is not available

Summary:

The Small Business Account Manager is responsible for gathering client records, ongoing monitoring and processing of the Secured Revolver Portfolio.

This position works closely with the Relationship Manager and reports directly to the Vice President, Administration.


Essential Duties and Responsibilities:


  • Liaising with clients regarding information requirements and needs
  • Processes ongoing client loan portfolio needs, respecting the required parameters and timelines
  • Create and post daily transaction for our clients
  • Maintain borrowing base records and other ongoing monitoring of secured revolver transactions;
  • Ensures the processing & documentation of transactions meets the company's standards
  • Prioritizes transaction processing within the established timeframes
  • Balances, investigates, reviews, and reconciles to ensure the correctness of portfolio transactions
  • Monitors their accounts & provides ongoing assessment of the specified portfolio
  • Maintains client files to ensure the quality and efficiency of documentation
  • Ensures timely and accurate exchange of information with clients
  • Participates in department meetings
  • Analysis of client's financial statements

Position Competency Requirement:


  • Results Oriented
  • Twoway Communication
  • Internal and External Relationship Building
  • Critical Thinking and Decision Making
  • Adaptability and Change Leadership
  • Technical/Functional Expertise

Education / Experience Requirements:


  • Postsecondary degree or diploma
  • Minimum of 2 years' experience in a similar role
  • Able to work within a highvolume multitasking environment
  • Intermediate skills with Office 365 (Excel, Outlook. Teams.)
  • Bilingual verbal and written communication
  • Excellent interpersonal and communication skills, written and oral
  • Ability to work cohesively as part of a team
  • Strong organizational and time management skills

Experience:
Required

  • Intermediate skills with Office 365 (Excel, Outlook. Teams.)
  • Able to work within a highvolume multitasking environment
  • 2 year(s): Minimum of 2 years' experience in a similar role

Education:
Preferred

  • Associate's degree or better in Accounting or related field
  • Bachelor's degree or better in Accounting or related field
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