Wholesale Credit Admin Associate II - Global Corporate and Investment Banking

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Job Description:
This job is responsible for supporting Credit Officers on a daily basis in the underwriting, monitoring, and management of their portfolios. Key responsibilities include managing end-to-end processes involving credit underwriting, ongoing monitoring, and portfolio management of financing, treasury management, and traded products transactions. Job expectations include acting as a primary liaison with the credit teams, operations, and other business partners.

Responsibilities:

• Coordinates pre- and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations

• Monitors requirements by creating and clearing monitoring ticklers and sourcing required financial statements and other documents per the terms of the credit agreement or other documentation

• Identifies and resolves data quality issues

• Identifies opportunities to improve operational efficiency

• Understands policy and procedures and ensures compliance

• Support and assist Credit Officers daily in the management of their portfolios, including the review of global credit facilities.

• Creation of credit approval documents for new, renewed and amended loan, trading and GTS facilities, and their processing through the bank systems of record.

• Review approved credit approval documents to ensure compliance with bank policy and procedures.

• Identify and resolve facility data discrepancies.

• Respond to inquiries from credit officers and other business partners. Investigate and resolve incoming queries relating to the portfolio.

• Monitor and resolve facility document exceptions.

• Create, maintain, and monitor credit and financial events and manage exceptions.

• Maintain accurate document records.

Required Qualifications:

• 5+ years' of Institutional banking experience and knowledge of lending products

• PC literate and systems oriented with proficiency in all Microsoft applications

• Strong organization and communication skills

Desired Qualifications:

• Bachelor's Degree

• Communicate effectively across various lines of business and levels.

• Ability to adapt to a changing environment and responsibilities

• Quickly learns and understand processes, systems, and products

• Functions under pressure to meet deadlines, proficient at multi-tasking and managing competing priorities

• Ability to escalate when needed

• Can independently analyze complex issues, identify, and execute practical solutions

• Proactively shares information/ideas and consistently identifies best practices

• Ability to work as part of a diverse team and display reliability, flexibility, and open/ constructive communication in a courteous and professional manner

• Can influence others and build relationships

• Aptitude to take on additional ad hoc initiatives outside of normal day to day activities

Skills:

• Attention to Detail

• Data Collection and Entry

• Record Keeping

• Oral Communications

• Written Communications

• Collaboration

• Customer and Client Focus

• Planning

• Prioritization

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

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