Process and Analyze Customer Reporting items (interim and annual) by:
Maintaining a complete monitoring system (i.e. “Task Manager”) to ensure interim reporting is completed in a timely manner;
Updating Task Manger and Scotia Dealer Link with necessary information to ensure accuracy of the customer reporting requirements (this includes various data such as annual review date, frequency etc);
Completing the spreading of interim financial statements in Moody’s Risk Analyst/ CreditLens (RA) in an accurate and timely manner as per authorized frequency requirements
Performing trend analysis to monitor the health of client accounts and help determine client risk ratings;
Identifying and actioning customer reporting items that are overdue, and following up with customers for overdue items that are between 0 and 60 days overdue. The objective is to minimize the number of...