DISBURSEMENT OFFICER

BDC • Montreal, QC

1d • Hybrid

About The Position

The Disbursement Officer ensures the integrity, completeness, and accuracy of financial data within the systems by demonstrating a thorough knowledge of the Bank's policies and procedures. This person is responsible for ensuring the efficient processing of transactions to client accounts by reviewing and analyzing transactions while ensuring compliance with the Bank's policies and procedures. This person is also responsible for the preparation of financial analysis and reports.

Requirements

• College diploma in accounting or administration
• 2 to 5 years’ experience in accounting
• Good knowledge of accounting practices and principles (IFRS)
• Experience in account reconciliation and bookkeeping (Sales, Accounts Receivable, General Ledger, etc.) using accounting software (AS400, CRM an asset)
• Good knowledge of MS Excel
• Ability to maintain excellent communication and interact quickly with customers (internal at all levels) and provide high quality service
• Detail oriented and a good team player
• Ability to work independently, good organization and ability to meet deadlines
• Bilingual (English and French, oral, and written)

Nice To Haves

• AS400, CRM an asset

Responsibilities

• Promptly resolve all difficult transactions brought to his or her attention by contacting field staff to recommend action to be taken, initiating corrective actions pertaining to customer accounts monitoring and following-up on such recommendations
• Evaluate all adjustment situations that will affect customer statements, analyze and resolve any inconsistencies in line with policies and procedures, and make recommendations as required
• Ensure that all payments are properly applied against customer files, reconcile the bank account, supervise, and evaluate their conformity with BDC policies and procedures while also ensuring their timely processing
• Ensure timely processing of Amendment Service Request (operations) and evaluate their conformity with BDC policies and procedures
• Develop, maintain, and supervise a support service to branches by making recommendations and suggestions to them in servicing the needs of their customers in the most courteous way and provide ongoing training and coaching to field staff
• Document processes and procedures and make recommendations for their improvement.
• Participate in the preparation of timely, accurate, and reliable financial reports
• Ensure that all requests for financial information on loan activities from the shareholder, government agencies, media, internal departments and other stakeholders are responded in a timely manner within deadlines
• Participate, or assist with special projects

Benefits

• Flexible and competitive benefits
• Employee Savings and Investment Plan where BDC matches part of your voluntary contributions
• Defined Benefit Pension Plan
• $750 wellness and health care spending account
• Paid vacation each year
• Five personal days
• Sick days as necessary
• Offices are closed from December 25 to January 1
• Hybrid work model

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree