Loan Operation and Credit Documentation Specialist
1 day ago
Your role:
As a member of Loan Ops and Documentation team supporting Australia booking center within GWM APAC Operations Hub, the team’s key responsib.....
Your role:
As a member of Loan Ops and Documentation team supporting Australia booking center within GWM APAC Operations Hub, the team’s key responsibilities include:
- Preparation and checking of credit documentation for Australia GWM credit products such as Lombard, Mortgage and Structured transactions. Ensure that documents are drafted in accordance with the Credit Approval, Bank’s policy and guidelines as well as any regulatory requirements with the required conditions and covenants such as registration of charge. Other miscellaneous documents include but not limited to margin call letters, pricing changes, credit cancellation and any other credit related documentation;
- Ensure accuracy of the credit documents that are returned to the Bank are properly executed and all conditions precedent are met before limit and/or collateral set up in core system for utilization. Update of the document status in the system to track and follow up on the pending documents with Front Office/ relevant party and escalate to Credit Officer / Management when necessary;
- Transaction processing and/or approval including Loan approval, SBLC / BG issuance, Funds transfers, Security and/or Asset transfers within the approval credit limit &/or collateral position. Ensuring any exceptions are highlighted & approved by relevant authority; Follow-up for the renewal of incoming SBLC/BG taken as collateral and update in the system once received;
- Other admin duties such as but not limited to retrieval of Swift messages, audit confirmation and reporting.
- Update and maintenance of system on the credit facility approval /collateral updates and other updates as required for data maintenance.
- Support of Strategic Initiatives and Projects as and when assigned. Performing administrative tasks and ongoing clean-up and housekeeping (when required).
Your team:
You will be working under WM APAC Operations Hub division located in Singapore supporting GWM Australia Business. As a member of Loan Ops and Documentation team, you play a critical role in the managing of Credit documentation, providing prompt and high quality service and support in credit operation matter to Australia GWM.
Your expertise:
- Diploma/ University degree;
- At least 5 years experience in Private Banking credit documentation and/or credit operation;
- The candidate must have good attention to detail, strong organization skill, resourceful in problem solving and service oriented;
- Strong communication and interpersonal skill;
- Able to prioritize and work under a wide variety of situations;
- The candidate should be self-motivated, resourceful, demonstrate good judgment.
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