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Wholesale Credit Admin Associate II - CREB

Charlotte, North Carolina;

Job Description:

The Wholesale Credit Admin Associate II role manages a large portfolio of mixed complexity multiproduct credit relationships within the Commercial Real Estate Banking group. Responsible for monitoring customer exposure, data integrity and compliance with Credit Policy, process, procedures and regulatory guidelines. Compares and evaluates the output of multiple systems to determine cause of data integrity issues and works to remedy those issues. Monitors and assists in the resolution of various client needs and ensures that role activities comply with internal bank audit/control requirements. Independently reviews credit documentation for portfolio tracking and compliance monitoring. Reviews Credit Approval Memorandums and executed loan documents for new and existing credit exposure related to end-to-end data entry and  process and procedures monitoring compliance. Deals directly with business partners and/or external clients regarding requests for financial and collateral monitoring, policy requirements, waivers or questions regarding clarification of financial statement collection, covenant requirements and expired credit exposure. Prepares, reviews and distributes various reports to ensure accuracy related to independent data entry and data management. Participates in projects that define Policy and Procedures, as a result of evolving businesses and creation of necessary efficiencies. Important member of the Commercial Real Estate Banking team and risk management process.

Required Skills:

  •        Data Management and data entry skills
  •        Strong professional communication skills and client‐facing presence
  •        Effective organizational and time management skills
  •        Exceptional sense of urgency and resolution skills
  •        Delivery of world class client experience; customer service focus
  •        Attention to detail and able to execute in a fast paced environment
  •        Responsive to customer needs
  •        Proven self‐motivator with the ability to effectively prioritize work
  •        Ability to coordinate with multiple points of contact (internal and external)
  •        Experience in the financial services industry preferred, specifically related to commercial banking

Desired Skills:

  •        BA/BS degree; Business degree preferred
  •        Project management experience
  •        Paralegal skills (i.e. understand legal language and experience with legal docs)
  •        Prior loan closing experience (or similar)
  •        Understanding of Commercial Real Estate
  •        Proficiency in technology, including Microsoft application

**This position can be filled as a WCAAI (Band 7) or WCAAII (Band 6), depending on experience*

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Wholesale Credit Admin Associate II role manages a large portfolio of mixed complexity multiproduct credit relationships within the Commercial Real Estate Banking group. Responsible for monitoring customer exposure, data integrity and compliance with Credit Policy, process, procedures and regulatory guidelines. Compares and evaluates the output of multiple systems to determine cause of data integrity issues and works to remedy those issues. Monitors and assists in the resolution of various client needs and ensures that role activities comply with internal bank audit/control requirements. Independently reviews credit documentation for portfolio tracking and compliance monitoring. Reviews Credit Approval Memorandums and executed loan documents for new and existing credit exposure related to end-to-end data entry and  process and procedures monitoring compliance. Deals directly with business partners and/or external clients regarding requests for financial and collateral monitoring, policy requirements, waivers or questions regarding clarification of financial statement collection, covenant requirements and expired credit exposure. Prepares, reviews and distributes various reports to ensure accuracy related to independent data entry and data management. Participates in projects that define Policy and Procedures, as a result of evolving businesses and creation of necessary efficiencies. Important member of the Commercial Real Estate Banking team and risk management process.

Required Skills:

  •        Data Management and data entry skills
  •        Strong professional communication skills and client‐facing presence
  •        Effective organizational and time management skills
  •        Exceptional sense of urgency and resolution skills
  •        Delivery of world class client experience; customer service focus
  •        Attention to detail and able to execute in a fast paced environment
  •        Responsive to customer needs
  •        Proven self‐motivator with the ability to effectively prioritize work
  •        Ability to coordinate with multiple points of contact (internal and external)
  •        Experience in the financial services industry preferred, specifically related to commercial banking

Desired Skills:

  •        BA/BS degree; Business degree preferred
  •        Project management experience
  •        Paralegal skills (i.e. understand legal language and experience with legal docs)
  •        Prior loan closing experience (or similar)
  •        Understanding of Commercial Real Estate
  •        Proficiency in technology, including Microsoft application

**This position can be filled as a WCAAI (Band 7) or WCAAII (Band 6), depending on experience*

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22006987

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Veronica Furillo

Referral Bonus:

0