As an Analyst in the Deals Specialist team, you will develop all-round expertise in credit documentation. You will collaborate closely with Lending Advisors, Credit Risk Executives, and Legal teams on specialty lending to deliver exceptional client service, facilitate loan origination, and provide customized credit documentation for the Private Bank's Ultra High Net Worth market teams.
Job Responsibilities
- Handle credit documentation lifecycle, including preparation, liaising with internal legal on documentation drafting, signature verification, scanning, and filing.
- Liaise with external counsel on transactions to ensure documentation is accurate and compliant with regulatory and registration requirements.
- Collaborate closely with the Credit Underwriting team, Credit Executives, and other stakeholders to manage credit facilities extended to Asia Private Banking clients.
- Support process improvement by assisting in mapping the end-to-end documentation process, identifying problems, participating in root cause analysis to understand potential factors causing issues, contributing to actionable recommendations, helping design solutions, and assisting in quantifying operational benefits.
- Explore and develop automation opportunities for existing reports using Intelligent Automation tools like Alteryx, Python, Unqork and UiPath.
Required Qualifications, Capabilities, and Skills
Preferred Qualifications, Capabilities, and Skills
- Hands on knowledge of credit documentation preparation is a plus.
- Knowledge and/or experience of KYC and cross-border regulatory issues.
- Good understanding of Private Banking credit products, financial markets, and the securities industry.
Proficiency in Tableau, Alteryx, Python, Unqork, UiPath would be a strong plus.