Associate, Credit Documentation, Canadian Commercial Banking, Montreal

Associate, Credit Documentation, Canadian Commercial Banking, Montreal

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate, Credit Documentation supports the centralized Credit Documentation Team within Commercial National Office by preparing, reviewing, and validating credit-related documentation including Credit Facility Agreements (CFAs), default letters, amending letters, and related documentation for all Canadian Commercial Banking teams in Mid-Market and Agriculture segments. This role ensures documentation is accurate, compliant, and aligned with internal policies and regulatory standards. The Associate, Credit Documentation contributes to operational efficiency, risk mitigation, and client service excellence.

Accountabilities:

• Documentation Preparation & Review Draft and validate Credit Facility Agreements (CFAs), amending letters, default letters, and related documents. Ensure documentation aligns with credit approvals, legal standards, and internal policies.
• Quality Assurance & Compliance Conduct thorough quality checks to ensure accuracy and completeness. Escalate discrepancies or non-standard terms to senior team members or Legal as appropriate.
• Collaboration & Communication Liaise with Relationship Managers, Credit Adjudication, Legal, and Risk teams to clarify requirements and resolve issues. Provide timely updates on documentation status and outstanding items.
• Process Improvement Identify opportunities to streamline documentation workflows and reduce turnaround times. Contribute to documentation standards, templates, and best practices.
• Risk Awareness Understand and apply the Bank’s risk appetite and compliance frameworks in daily work. Maintain awareness of regulatory changes impacting credit documentation.

Uses his/her in-depth knowledge about Canadian Commercial Banking and GRM; as well as applicable compliance and regulatory requirements, to ensure all documentation is prepared in accordance with internal policies, legal standards, and regulatory requirements.

Dimensions: Supports documentation for a broad portfolio of Commercial Banking clients in Mid-Market and Agriculture segment.