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Workflow Coordinator

Montreal, Quebec · Banking/Loans
Are you a seasoned loan operations professional with a passion for accuracy, process optimization, and team enablement? A leading global financial institution is seeking a Workflow Coordinator to support and validate complex loan transactions, guide junior team members, and ensure smooth daily operations within a dynamic, high-volume environment.
This role is ideal for someone who knows corporate loan processing inside and out and thrives in a collaborative operations setting. While this is not a formal management position, you’ll act as a subject matter expert (SME)—mentoring team members, validating work, and coordinating the daily workflow for a cross-functional loan operations team. You’ll work closely with international counterparts and report to the local team lead.

What You​ Will Do:

Workflow Coordination & Operational Oversight
  • Assign files and prioritize daily tasks across a team of loan administrators.
  • Validate transactional activities such as drawdowns, repayments, rollovers, rate fixings, interest/fee postings, and reconciliations.
  • Act as the key quality checkpoint before submissions are finalized, ensuring accuracy, data integrity, and compliance with internal policies.
Mentorship & Subject Matter Expertise
  • Serve as a go-to expert on loan processing operations (bilateral, syndicated, agency, and participant roles).
  • Provide ongoing coaching, technical guidance, and on-the-job training to junior team members.
  • Motivate the team through consistent standards, constructive feedback, and a hands-on leadership style.
Data Quality & Controls
  • Perform data reviews and daily operational checks; serve as a backup for the Team Lead during absences.
  • Ensure compliance with operational controls, regulatory standards, and internal audit requirements.
  • Escalate issues or gaps to management in a timely and effective manner.
Project Support & Process Improvement
  • Participate in internal projects, including system enhancements, process updates, and User Acceptance Testing (UAT).
  • Support broader change management initiatives aimed at improving loan operations efficiency.

What You Bring:

Education & Experience
  • Bachelor’s or Master’s degree in Business, Finance, IT, or a related discipline
  • 7+ years of experience in commercial loan operations, preferably in an international banking environment
  • Deep knowledge of corporate lending, loan administration systems (e.g., ACBS), and operational workflows
  • Experience coordinating team workflows or quality validation in a high-volume setting
Skills & Attributes
  • Strong analytical skills and meticulous attention to detail
  • Excellent communication skills in English (verbal and written); French is a strong asset
  • Comfortable working with multiple stakeholders across time zones
  • Proven ability to mentor others and influence without direct authority
  • Proficient in Microsoft Office (especially Excel); exposure to loan servicing and payment systems a plus
  • Ability to manage time-sensitive tasks and thrive in a fast-paced, deadline-driven environment
  • Strong problem-solving and investigative mindset

Why Join?

  • Work with a global team on complex, high-impact commercial loan transactions
  • Hybrid work model offering flexibility and work-life balance
  • Opportunity to step into an informal leadership and SME role without direct people management
  • Participate in global projects and system modernization efforts
  • Make a meaningful contribution to the accuracy and integrity of the bank’s operations
If you’re ready to take on a senior operational role where your expertise, leadership, and attention to detail make a difference—apply today.
 

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