Contract Duration: 5+ Months
Required Skills & Experience
- Bachelor's degree.
- 2 to 5 years of experience (e.g. operations, transaction management, product management).
- Demonstrated experience in deal implementation, deal maintenance, and direct interaction with clients.
- Intermediate level of expertise with Microsoft Excel and general computer knowledge.
- Consistently demonstrates clear and concise written and verbal communication skills.
What You Will Be Doing
- Assist in the implementation and maintenance of Corporate Special Agency (Escrow, PF, Insurance, Loans).
- Assist Transaction Managers with managing client day-to-day activities related to their transactions.
- Assist with the Amendment process for Columbia Trust mandates.
- Assist with SNC tracking and reporting.
- Assist with supporting the distribution of relevant notices.
- Assist Transaction Managers in completion of internal projects related to their transactions and to the company.
- Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions.
- Adhere to the company's Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance.
- Coordinate with Operations and clients for transaction set-up, activity and reporting.
- Coordinate with Operations for inquiries from clients.