Credit Support Associate I - Global Wealth & Investment Management
About The Position
This job is responsible for assisting with tasks related to the credit process. Key responsibilities include assisting risk activities including, monitoring financial reporting, coordinating the onboarding of clients as the first point of engagement for client teams, and supporting coordination of a systematic execution of the credit process in partnership with managers, specified teams, and operations. Job expectations include working with other Enterprise Credit associates and staying current on the bank's policies, procedures, and systems. "Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
Requirements
- 12+ months of experience with a working knowledge of financial institutions’ credit policies, procedures, and guidelines
- Proficiency with MS Office Applications with emphasis on Excel and Word
- Well organized and able to work independently with minimal management oversight
- Manage multiple assignments simultaneously and meet deadlines
- Prioritize numerous time sensitive and business critical activities
- Ability to build partnerships across the organization
Nice To Haves
- Customer and Client Focus
- Issue Management
- Prioritization
- Written Communications
- Attention to Detail
- Collaboration
- Collection Management
- Oral Communications
- Adaptability
- Customer Service Management
- Planning
- Recording/Organizing Information
- Research
Responsibilities
- Engages with team members to support partnership with teams to manage the bank's portfolio via monitoring financial package collection, maturities, annual reviews/financial analysis summaries, past due payments, and failed covenants
- Assists in resolving client needs such as ordering pay-off letters
- Assists in risk management by clearing collateral exceptions to reduce the bank's legally binding exposure
- Engages in timely and accurate deal coordination through engaging outside counsel to prepare loan documentation, assisting with the completion of pre-close checklists, and connecting with fulfillment to book facilities in the system of record
Benefits
- Pay Transparency
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
