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Senior Manager, Account Admin & Billing - Mortgage Capital Markets Operations

Scotiabank
United Statesfull_timeVerifiedPosted 13 Sept 2024

About the role

 

 

 

Requisition ID: 207164

 Salary Range: 94,095.00 - 180,030.00 

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

 

Global Banking and Markets 

 

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. 

 

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.  

 

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries!  We work together to drive ambition for every future! 


Purpose


Responsible for account administration and billing functions for the Mortgage Capital Markets operations team in the U.S. ensuring, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies, procedures and with the global GWO utility.  

 

Act as primary liaison to Mortgage Capital Market clients for operational account administration related items, including execution of client and custodian account agreements and inquiries, set up of credit facility in loan platform and storage and maintenance of relevant documentation in line with Bank retention policies. Process monthly billing and statements to clients and resolve any issues identified accordingly. 


What You’ll Do 

 

  • Act as primary liaison to Mortgage Capital Market clients for operational account administration related items, including execution of client and custodian account agreements and inquiries set up of credit facility in loan platform and storage and maintenance of relevant documentation in line with Bank retention policies. Process monthly billing and statements to clients and resolve any issues identified accordingly. 
  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Ensure the proper completion of daily, weekly and monthly processes by self or Analyst for servicing of Mortgage products. 
  • Develop a robust understanding of supported GBP products and address client & internal inquiries in a timely & professional fashion, providing prompt resolutions & further troubleshooting issues as needed.
  • Identify, create and/or maintain operational controls to mitigate risk and drive efficiencies in all processes.
  • Clearly interpret & lead/support team with any ad-hoc work as needed, including but not limited to regulatory requests or special projects.
  • 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 in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 
  • Champions a high performance environment and contributes to an inclusive work environment.

 

What You'll Bring

 

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Company

Scotiabank

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