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Wholesale Credit Administrator Associate II - Specialty Finance

New York, New York;

Job Description:

  • • Support and assist Credit Officers on a daily basis in the management of their portfolios, including the review of global credit facilities.
    • Creation of credit approval documents for new, renewed and amended trading, loan and GTS facilities, and the processing of these through the bank systems of record.
    • Review Credit Agreements to identify key financial reporting requirements, create tracking and monitor receipt of the same.
    • Create, maintain and monitor credit and financial events and manage exceptions. 
    • Review approved credit approval documents to ensure compliance with bank policy and procedures.
    • Use Tableau dashboard to proactively manage adherence to key metrics.                                                                                                                                                                                                                             
    • Respond to inquiries from credit officers and other business partners. Investigate and resolve incoming queries relating to the portfolio.
    • Maintain accurate document records.
    • Produce ad-hoc and prescribed reporting.                                                                                                                                                                                                              
    • Identify and resolve data quality issues.
    • identify and lead opportunities to improve operational efficiency, including partnering with technology on system connectivity and helping design and implement process and/or robotic solutions.

Required Job Skills:

  • • College graduate or equivalent and/or track record of relevant experience preferred
    • Institutional banking experience and knowledge of lending products is preferred
    • Good communication skills, both written and oral - ability to be concise and with attention to accuracy and detail; ability to influence business partners and stakeholders
    • Good interpersonal skills and team player with a proactive attitude and ability to think independently and laterally
    • Able to quickly absorb and follow credit policies and procedures; demonstrated ability to continuously learn and adapt with a proactive work ethic.
    • Strong work organizational skills with an ability to work under pressure to ensure commitment deadlines are met. Ability and willingness to work as part of a team is essential;
    • Strong technical skills including Word, Excel, PowerPoint
    • Familiarity with legal documentation (Credit Agreements) is preferred.skills including Word, Excel, PowerPoint
    • Familiarity with legal documentation (Credit Agreements) is preferred.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

  • • Support and assist Credit Officers on a daily basis in the management of their portfolios, including the review of global credit facilities.
    • Creation of credit approval documents for new, renewed and amended trading, loan and GTS facilities, and the processing of these through the bank systems of record.
    • Review Credit Agreements to identify key financial reporting requirements, create tracking and monitor receipt of the same.
    • Create, maintain and monitor credit and financial events and manage exceptions. 
    • Review approved credit approval documents to ensure compliance with bank policy and procedures.
    • Use Tableau dashboard to proactively manage adherence to key metrics.                                                                                                                                                                                                                             
    • Respond to inquiries from credit officers and other business partners. Investigate and resolve incoming queries relating to the portfolio.
    • Maintain accurate document records.
    • Produce ad-hoc and prescribed reporting.                                                                                                                                                                                                              
    • Identify and resolve data quality issues.
    • identify and lead opportunities to improve operational efficiency, including partnering with technology on system connectivity and helping design and implement process and/or robotic solutions.

Required Job Skills:

  • • College graduate or equivalent and/or track record of relevant experience preferred
    • Institutional banking experience and knowledge of lending products is preferred
    • Good communication skills, both written and oral - ability to be concise and with attention to accuracy and detail; ability to influence business partners and stakeholders
    • Good interpersonal skills and team player with a proactive attitude and ability to think independently and laterally
    • Able to quickly absorb and follow credit policies and procedures; demonstrated ability to continuously learn and adapt with a proactive work ethic.
    • Strong work organizational skills with an ability to work under pressure to ensure commitment deadlines are met. Ability and willingness to work as part of a team is essential
    • Strong technical skills including Word, Excel, PowerPoint
    • Familiarity with legal documentation (Credit Agreements) is preferred.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21023766

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Michelle Cancela

Referral Bonus:

0