Position Overview

Please note that this role is temporary for 12 months.

The Analyst, Document and Data Management, is responsible for processing tasks related to data collection and data integrity, such as maintaining the Electronic Client Files (ECFs), the entry of financial statements in our systems and other similar tasks at BDC.

Responsibilities

• Preview and index documents sent by other service center employees before uploading them into the ECF, following established procedures to maintain document quality and accuracy.
• Process requests for re-indexation of documents in ECF.
• Review the financial statements received and validate the breakdown of the data in the various BDC systems.
• Track outstanding items to ensure that available customer information is up to date (e.g., status receipt record, account relationship analysis, etc.).
• Prepare and send letters to ...