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Wholesale Credit Admin Associate II

Dallas, Texas;

Job Description:

Why should I apply? (Overview of Role)

* WCA is a front line unit and part of GCIB Credit within Global Banking & Markets

* Ownership and autonomy over a portfolio of institutional corporate clients from a credit administration perspective

* Ownership of key metric deliverables related to credit facilities and data quality

* Responsibility for delivering to deadlines

* Work closely with credit and operational business partners

* Learn about clients, industries and risk management

* Help simplify and improve our processes

* Opportunity to grow

* Great place to work

What will I be doing? (Responsibilities)

* 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 loan, trading and GTS facilities, and, the processing

of these 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.

* Help simplify and improve our processes – active discussion

Competencies we look for

* Strong communication skills, both written/oral, can 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 we look for

Essential Skills 

* University graduate or equivalent and/or track record of relevant experience

* Institutional banking experience and knowledge of lending products an advantage

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

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Why should I apply? (Overview of Role)

* WCA is a front line unit and part of GCIB Credit within Global Banking & Markets

* Ownership and autonomy over a portfolio of institutional corporate clients from a credit administration perspective

* Ownership of key metric deliverables related to credit facilities and data quality

* Responsibility for delivering to deadlines

* Work closely with credit and operational business partners

* Learn about clients, industries and risk management

* Help simplify and improve our processes

* Opportunity to grow

* Great place to work

What will I be doing? (Responsibilities)

* 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 loan, trading and GTS facilities, and, the processing

of these 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.

* Help simplify and improve our processes – active discussion

Competencies we look for

* Strong communication skills, both written/oral, can 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 we look for

Essential Skills 

* University graduate or equivalent and/or track record of relevant experience

* Institutional banking experience and knowledge of lending products an advantage

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21080807

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jennifer Murphy

Referral Bonus:

0