Investment Finance Documentation Officer

UOB • Phoenix, AZ

1d

About The Position

About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. Job Description Job Description Prepare credit & security documentation (Lombard, Mortgage, Insurance, Single Stock etc) based on approved parameters. Ensure all approved terms are correctly reflected in the documents. Ensure all documentation are in order before releasing to Senior Client Advisors for client's acceptance / issuance to client. Check all returned documentation to ensure that it is in order (ie. All necessary documents are signed, signatures are duly verified, all pages returned and there are no amendments to the documents etc. If necessary, perform registration of charge(s). Update document deficiency report & send monthly reminders. Generate monthly document deficiency report. Be able to liaise independently with legal, compliance and other stakeholders on documentation issues and to negotiate clauses and protecting the Bank's interests vs client's requests. Obtain/renew/maintain master legal opinion for existing & new jurisdictions. Be the subject matter expert in documentation and represent the team/department on related matters/projects. Maintain templates of all credit & security documents.

Requirements

• Candidate should preferably have a minimum of 2-5 years of experience in Private Bank credit documentation.
• Fresh graduates will be considered if there is relevant experience.
• Good command of the English language and understanding of the Private Bank business so as to be able to work on documentation templates and be able to negotiate with internal & external legal counsels.
• Be able to work independently & take initiative

Responsibilities

• Prepare credit & security documentation (Lombard, Mortgage, Insurance, Single Stock etc) based on approved parameters.
• Ensure all approved terms are correctly reflected in the documents.
• Ensure all documentation are in order before releasing to Senior Client Advisors for client's acceptance / issuance to client.
• Check all returned documentation to ensure that it is in order (ie. All necessary documents are signed, signatures are duly verified, all pages returned and there are no amendments to the documents etc.
• If necessary, perform registration of charge(s).
• Update document deficiency report & send monthly reminders.
• Generate monthly document deficiency report.
• Be able to liaise independently with legal, compliance and other stakeholders on documentation issues and to negotiate clauses and protecting the Bank's interests vs client's requests.
• Obtain/renew/maintain master legal opinion for existing & new jurisdictions.
• Be the subject matter expert in documentation and represent the team/department on related matters/projects.
• Maintain templates of all credit & security documents.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees