Corporate Client Service Coordinator (Csc)
CurrentProvide excellent client service to BDC clients in resolving basic client questions and inform senior levels of complex cases. Respond promptly, accurately, and professionally to existing and potential clients by ensuring compliance with policies, procedures, and practices. Prepare letters to clients and professionals according to the specific process (e.g., letter of intent, letter of offer and mandates to professionals), and/or prepare proposals/contracts for clients ensuring that the information is accurate and entered in our system, that all necessary documents are prepared, that the required conditions and forms are met, signatures are obtained, and follow-up is done.Actively participate in portfolio development by identifying funding opportunities and developing innovative value-adding solutions to meet client needs Conduct pre-qualification and risk rating assessment activities for existing and potential BDC Financing clients Proactively participate in the branch's marketing efforts by organizing events, campaigns, and activities, preparing marketing communications, and providing on-site logistical support.