Associate Credit Officer

You will support the preparation, validation, and coordination of credit documentation and client information required for commercial credit review processes. You will ensure that all data, files, and systems are accurately maintained and that credit submissions are complete, consistent, and ready for adjudication.

• Compile and organize documentation required for Commercial Credit Review (CCR) submissions and Credit Advisory workflows


• Gather financial statements and supporting client information from multiple internal and external systems


• Track incoming documentation, ensure completeness, and maintain accurate file preparation for credit adjudication


• Validate and maintain data integrity across systems while identifying and correcting errors in credit-related platforms


• Support Commercial Account Managers by coordinating client documentation requirements and follow-ups


• Prepare, clean, and organize credit applications prior to submission for review and approval


• Manage document intake, storage, and distribution while ensuring proper audit trails and compliance standards


• Leverage automation tools and tracking systems to improve efficiency in reporting, documentation, and workflow management


• Assist in continuous improvement initiatives to streamline credit operations and reduce manual processing


• Ensure timely and accurate execution of administrative tasks within credit operations and risk workflows

Requirements:

You bring strong organizational skills, attention to detail, and the ability to thrive in a structured, fast-paced financial operations environment. You are comfortable working with data, documentation, and systems while maintaining high accuracy under tight timelines. You are adaptable, collaborative, and eager to build experience within credit risk and commercial banking operations.

• Experience in financial services, banking operations, credit administration, or a related administrative/analytical role


• Strong proficiency in Microsoft Excel, Word, and Outlook


• Excellent organizational skills with the ability to manage multiple priorities in a deadline-driven environment


• High attention to detail with strong data accuracy and documentation management capabilities


• Ability to work effectively in an agile, fast-paced operational setting


• Strong communication and collaboration skills when working with internal stakeholders and client-facing teams


• Experience or familiarity with credit systems or banking platforms (e.g., Synergy, CASPER, CMS) is an asset


• Understanding of Business Financial Services (BFS) products and credit processes is an advantage


• Demonstrated ability to adapt quickly to process changes and new systems


• Strong sense of ownership, accountability, and commitment to operational excellence

Benefits:

• Competitive compensation package with performance-based reward opportunities


• Comprehensive health, dental, and vision coverage


• Retirement savings and financial wellness programs


• Access to learning and development programs to build credit and risk expertise


• Opportunities for career progression within risk operations and commercial banking


• Supportive leadership focused on growth and professional development


• Inclusive, collaborative workplace culture focused on teamwork and impact


• Exposure to large-scale commercial credit processes within a leading financial institution.