Support Credit Officers in underwriting, monitoring, and managing credit portfolios.
Serve as a key liaison between credit teams, operations, and Global Market business partners.
Handle complex transactions and provide support to other associates to mitigate risks.
Manage end-to-end credit processes including underwriting, monitoring, and documentation
Coordinate pre- and post-closing activities, including due diligence and approval documentation
Support client onboarding by reviewing client prospectuses to identify risk objectives and ensure alignment with credit policies
Monitor compliance with credit agreements; maintain ticklers and collect financials
Identify and resolve data quality issues; suggest process improvements
Ensure adherence to policies and procedures
Lead or contribute to special projects
Coach and support other team members
Requirements
Experience in institutional banking and Global Markets (2-5 years)
Knowledge of trading documentation and agreements (ISDA, MSFTA, Repo, etc.)
Understanding new business, including reviewing prospectuses and documentation to identify risk objectives and ensure compliance with internal policies
Ability to manage and analyze large data sets, using tools like Excel or BI platforms to identify trends, inconsistencies, and opportunities for process improvement.
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Familiarity with credit and risk systems, and ability to navigate data across multiple platforms to support underwriting and monitoring activities
Strong attention to detail and organizational skills
Effective written and verbal communication
Ability to prioritize and manage time effectively
Collaborative mindset with customer focus
Benefits
This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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