Senior Manager, Credit Documentation
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Job Location:
Monthly Salary:
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 246245
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
About the Role
As the Senior Manager Credit Documentation within Scotia Wealth Management you will ensure the integrity and regulatory compliance of credit documentation for Private Banking. Acting as the Subject Matter Expert you will oversee the end-to-end process of preparing credit agreements and loan documentation while enhancing team knowledge and capabilities. This role supports the Director Credit Support in leading the team and coordinating stakeholder relationships to guarantee accurate timely and compliant documentation.
Is the role right for you In this role you will:
Credit Documentation Expertise
- Serve as Subject Matter Expert for credit documentation providing advisory support on complex credit structures.
- Ensure documentation standards align with regulatory and internal policy requirements.
- Own and evolve documentation templates standards and tools for Private Banking.
- Identify opportunities to streamline workflows and reduce turnaround times.
- Design and oversee quality assurance protocols to ensure accuracy and audit readiness.
Portfolio Oversight & Training
- Review loan documentation to identify gaps and negative trends.
- Provide coaching and guidance to Credit Documentation Specialists and Credit Support Officers.
- Identify training needs and assist in developing and delivering effective programs.
- Stay current on policy process and regulatory changes impacting credit documentation.
Leadership & Team Development
- Build strong working relationships across teams and business lines.
- Foster a culture of open communication collaboration and high performance.
- Develop and execute meaningful employee development plans.
Risk & Compliance
- Ensure adherence to Scotiabanks risk appetite Code of Conduct and Global Sales Principles.
- Maintain effective business controls to meet operational compliance AML/ATF and conduct risk obligations.
Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have:
- University degree in business finance accounting or related discipline.
- 5 years of experience in financial services with strong credit skills.
- In-depth knowledge of credit policies practices and loan documentation.
- Expert understanding of complex loan and security documentation requirements.
- Excellent analytical problem-solving and communication skills.
- Ability to thrive in a fast-paced dynamic environment.
- Fluency in English; bilingual in French preferred.
- Strong working knowledge of Power BI and Microsoft Office.
- Knowledge of Wealth Management offerings (Scotiatrust Private Investment Counsel ScotiaMcLeod MD Financial Management).
Why Work With Us
At Scotia Wealth Management youll lead a team that plays a critical role in delivering exceptional service and ensuring compliance across Private Banking. We offer:
- A dynamic and collaborative work environment
- Opportunities for professional growth and development
- Competitive compensation and benefits
Location(s): Canada : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.
At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.
Required Experience:
Senior Manager
Key Skills
- Information Management
- Adobe Acrobat
- Continuous Improvement
- Records Management
- Assembly Experience
- User Acceptance Testing
- Project Engineering
- Sharepoint
- Filing
- Document Management Systems
- Mentoring
- Document Management
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
