Trade Finance Associate

GBC International Bank•Industry, CA

48d

About The Position

The Trade Finance Associate plays a key role in supporting the Bank's commercial lending operations by learning the end-to-end loan process, strengthening client relationships, and enhancing service quality. The Associate will work closely with loan officers, operations staff, and technology partners to support credit facility monitoring, documentation, client service coordination, and performance tracking related to loan and trade finance activities.

Requirements

Associate's degree or equivalent experience required.
2-4 years of experience in mortgage, consumer/commercial lending, or financial services
Exceptional communication and interpersonal skills-comfortable working with both clients and internal teams
Highly organized, detail-oriented, and proactive
Strong computer and software skills (MS Office, CRM systems, loan origination tools)

Responsibilities

Loan Operations Support
Learn the full life cycle of commercial loans-from packaging and documentation to loan closing
Support in gathering, reviewing, and organizing application documents, due diligence items, and compliance documentation
Assist in coordinating with internal stakeholders to ensure loans are processed and booked accurately
Client Coordination
Follow up with clients to collect required documentation or clarify missing information
Maintain timely and professional communication with borrowers to ensure a smooth lending process.
Customer Relationship Management
Contact existing clients to verify satisfaction with services and proactively resolve issues
Monitor credit facilities and account activity for red flags or unusual behavior
Alert appropriate departments of any service gaps, client concerns, or workflow issues
AI Marketing & Reporting Support
Work with internal data and marketing partners to monitor campaign effectiveness
Assist in preparing reports that track lead generation, conversion metrics, and outreach activity
Service Quality & Team Support
Contribute to the team's efforts to enhance client service responsiveness
Support the development of a more consistent, team-wide approach to client communications and service expectations
Assist in identifying and addressing bottlenecks in the loan process that affect turnaround time or customer satisfaction
Other duties as assigned.