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Job Description:
Job Description:
This job is responsible for supporting Credit Officers on a daily basis in the underwriting, monitoring, and management of their portfolios. You will be trusted with a portfolio of institutional corporate clients from a credit administration perspective including key metric deliverables related to credit facilities and data quality. 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:
Supports and assists Credit Officers daily in the management of their portfolios, including the review of global credit facilities.
Coordinates pre- and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations
Reviews approved credit approval documents to ensure compliance with bank policy and procedures.
Responds to enquiries from credit officers and other business partners. Investigate and resolve incoming queries relating to the portfolio.
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
Maintains accurate document records.
Required Skills:
Effective oral and written communications skills in both English and Spanish, demonstrated across various lines of business and organizational 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 planning and prioritization
Identifying and executing practical solutions
Shares information/ideas and consistently identifies best practices
Attention to Detail
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