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Client Services Officer, Roynat - Burlington, ON

Date: May 13, 2019

Location: Burlington, ON, CA

Company: Scotiabank

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Requisition ID: 53433

Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions, business expansions, wealth monetization, and working capital enhancement. With a national presence in Canada in major markets, Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.

What your role will be...

Client Services Officer

 

Purpose of Job

The Client Services Officer, which contributes to the overall success of the Roynat Capital sales force, is responsible for providing efficient and quality support to a small team of credit / business development professionals in our boutique office environment.   Although administrative in nature, this position offers a high level of client interfacing opportunities with lawyers and accountants while effectively managing client portfolios.

Applicants with a proven record in accounting or possess a financial analysis background are of front-runners for this role that offers promising career advancement. 

 

Key Accountabilities

• Prepare applications for financing summaries including all forms and initial financial information and, obtaining credit reports and supplier contacts.
• Oversee client portfolio management process by reviewing and obtaining sign-offs, gathering supporting documentation including property taxes, appraisals, environmental certificates and financial statements, and ensure all client correspondence and sundry files are up to date.
• Analyze financial data to identify trends and changes in revenue streams, issue reports, reports and conduct due diligence research as needed.
• Prepare correspondence for a wide range of communications and accompany senior team members on client visits.
• Maintain excellent business relationships with stakeholders by responding to application inquiries.

 

Functional Competencies

• Thorough understanding of financial statement analysis, must be able to review Balance Sheet, Income Statement, and Cash Flow Statement to analyze key trends and ratios supported by commentary.
• 1+ year experience working in a financial accounting or loan processing / credit adjudication environment.
• Competent in MS Office (especially Microsoft Excel), capacity to learn new technologies/systems.
• Ability to work independently, respond to difficult client situations and maintain a high level of professionalism.

 

Educational Requirements

• Successful completion of a university program with a focus on commerce and/or accounting OR successful completion of a college accounting program with a focus on accounting.

Location(s): Canada : Ontario : Burlington

We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.


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