Position Overview
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In this role you will:
Process and Analyze Customer Reporting items (interim and annual) by:Maintaining a complete monitoring system (i.e. “Task Manager”) to ensure interim reporting is completed in a timely manner;Updating Task Manger and Scotia Dealer Link with necessary information to ensure accuracy of the customer reporting requirements (this includes various data such as annual review date, frequency etc);Completing the spreading of interim financial statements in Moody’s Risk Analyst/ CreditLens (RA) in an accurate and timely manner as per authorized frequency requirementsPerforming trend analysis to monitor the health of client accounts and help determine client risk ratings;Identifying and actioning customer reporting items that are overdue, and following up with customers for overdue items that are between 0 and 60 days overdue. The objective is to minimize the number of...