Administration Advisor, Business Financing

November 17, 2020

(Work place: Montréal)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-08The person in this position analyzes and follows up on the legal documentation, financial commitments, and institution of credit limits for participating loans, pursuant to sector policies, practices and standards. The incumbent performs activities pertaining to compliance, government guarantee follow-up and control of changes related to financing terms.

Specifically, the incumbent provides direct support to the account directors in the management of existing financing files and ensures the smooth management of commercial, agribusiness and institutional loan portfolios. The incumbent initiates and manages meetings to set up new loans with all the participants involved and coordinates all the required follow-up. The incumbent manages, analyzes and validates all types of financial reporting and assists borrowers and account directors in following up on risk management requirements by establishing margin calculations and financial checks.

Additional information

  • Process new financing files and make changes to existing ones. Follow up on credit authorizations to be completed.
  • Verify the legal documentation received and required in accordance with credit authorizations, identify any irregularities and recommend the appropriate corrective actions for approval on the various levels of decision-making within the organization.
  • Finalize all types of documents (financial/legal) related to offers of credit to be submitted and/or signed by the borrower, in accordance with the terms set out in the credit authorizations.
  • Follow up with relevant partners regarding the financial documents required for each file.
  • Submit for authorization any operational or monetary events that exceed the limits of the delegation of authority stipulated in the credit policy in effect within the organization.
  • Make calculations and conduct administrative operations related to the unit’s activities, and enter the data into the IT system accordingly.
  • Ensure compliance with financial commitments and conformity with legal documentation prior to loan disbursements and prepare operational instructions related to loan authorizations.
  • Prepare and submit to relevant parties the reports on financial documents that are received late, or on any irregularities with regard to client agreements.

Other working condition

  • Number of job available: 1


  • Bachelor's degree in a related field in business administration, finance or accounting
  • A minimum of two years of relevant experience in monitoring commercial financial liabilities
  • Experience as an account director is an asset
  • Excellent knowledge and mastery of commercial financing products and services
  • Specific knowledge of Microsoft Office (Excel)

Please note that other combinations of qualifications and relevant experience may be considered.

  • For vacant positions available in Quebec, please note that knowledge of French is required.

Specific knowledges

  • Strong knowledge and understanding of commercial financing products and services
  • Specific knowledge of Microsoft Office (Excel)
  • Independent speaker and writer, intermediate knowledge of English

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Business insight, Communicates effectively, Complexity, Differences, Nimble learning, Plans and aligns

Work Location

1170, rue Peel Montréal

Trade Union

Non Syndiqué

Unposting Date


Job Family

Risk management (FG)

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