Analyst, Corporate Credit Services, Integral Wholesale Operations

Purpose

Contribute to the success of the Corporate Credit Services Team by performing various loan servicing functions.Key responsibilities include triaging emails, reviewing loan instructions, processing credit documents, validatinglending calculations, and maintaining accurate balances in our enterprise book of record. This ensurescompliance with credit authorizations and limits. A significant aspect of the role is leading exceptionmanagement, where the Analyst is responsible for identifying discrepancies and effectively resolving them.Additionally, the Analyst will contribute to operational reporting and quality control efforts, ensuring dataaccuracy and adherence to regulatory and financial standards. The Analyst will also participate in continuousimprovement initiatives aimed at enhancing our processes and mentoring entry-level Analysts.

Accountabilities

- Manage and support all activities related to the loan and Letter of Credit lifecycle, including document review, initialfunding, drawdowns, paydowns, rollovers, rate changes, amendments, and loan maturities.
- Oversee a portfolio of medium to complex corporate loans and letters of credit, ensuring accuracy and integrity indata management, accounting reconciliation, and record-keeping.
- Administer instructions from agents on participations and direct deals, verifying limit availability and accuracy ofcalculations during fund disbursement.
- Coordinate internal funding requirements to support daily loan servicing activities and manage exceptions.




- Execute and reconcile loan payment while ensuring timely processing and resolution of past dues and management of all exception items in accordance with team's SLAs.
- Classify and archive emails in Outlook promptly.
- Monitor case creation in Arteria for correct classification and manage reconciliation reporting to ensuresynchronization between systems.
- Support the production of daily operational reports, utilizing large datasets in Microsoft Excel and Power BI to maintain centralized reporting within the Corporate Credit Services (CCS) team.
- Develop and maintain metrics tools, templates, and training materials based on stakeholder needs.
- Assist in implementing effective change management strategies for new systems.
- Investigate daily cash reconciliation exceptions using data from multiple sources to propose matches or assignfurther investigation for timely resolution.
- Assist in implementing a quality control program for CCS operations by reviewing documentation accuracy, maintaining a QC database, and preparing information for audits.
- Prepare oversight, regulatory, management, and ad-hoc reports for internal teams and senior management on a regular basis while ensuring adherence to compliance standards.
- Regularly review processes for optimization opportunities.
- Update standard operating procedures to reflect modern practices while contributing to a high-performance team environment.




- Champions a client‑driven culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Maintains up-to-date knowledge and understanding of relevant products, processes, and policies, including completing internal training, and reviewing appropriate news items and publications.
- Participates as an active partner, and initiates changes by collaborating with stakeholders and business lines to resolve issues, remove roadblocks, reduce costs, and improve services.
- Responds promptly and effectively to service inquiries, concerns, and complaints from Banking partners, with the ability to:
- Resolve day-to-day servicing issues and reduce business and client impact with managerial direction as required.

- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adhere to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the

Reporting Relationships

Primary Manager:

- Manager, Lending Services and/or
- Assistant Manager, Lending Services

Dimensions

- Operates independently to execute the fulfillment and maintenance of lending products within assigned authorities/limits.
- Ability to manage several priorities often in with a high degree of urgency
- Works well within a team atmosphere but can work independently
- Analytical thinking r

📌 Analyst, Corporate Credit Services, Global Wholesale Operations (Bogotá)
🏢 Scotiabank
📍 Bogotá