Wealth Management CMO SBLAR TL
Req #: 190045792
Location: Bangalore East, KA, IN
Job Category: Asset Management
KEY PERFORMANCE AREAS AND % TIME:
- Setup client and line of credit facilities in the credit systems while confirming that all required credit documentation is complete.
- Produce quality documentation and edits, cross-regionally, on all standard and non standard loan types, including but not limited to: Unsecured, Real Estate (footprint and non-footprint states),Marketable Securities, and Business Assets and Titled Collateral
- Ensure compliance to Private Banking guidelines/policy and Lending Regulations (FSA, Basel II, FIRREA, Reg Z., MDIA etc).
- Use available resources to find, review, and set-up loan covenants, and use the information to prepare quality Covenant Agreements and Loan Agreements.
- Review current and pending exceptions to covenant agreement terms that occur. Confirm their accuracy and proactively identify an appropriate resolution prior to escalation to extended team members to highlight to Underwriters and Bankers for resolution.
- Ensure that credit risk recommendations and mitigations are implemented.
- Partner with Capital Advisors and Analysts to capture terms and conditions stipulated in the credit approval and legal documentation into the corporate credit platform (via ARC).
- Coordinate all aspects of portfolio management on a daily basis including, but not limited to, maturing facilities, client annual reviews, unlinked outstandings, overlimits, temporary facility extensions or increases, document exceptions, covenant exceptions.
- Manage market and LOB transfers as clients and facilities are moved to new markets or to other LOBs outside of PB.
- Create Legal and the Credit File and Compliance Deal Folders for all facilities within Dealworks and file completed ARC proposals.
- Master CRRT and CWS reporting to support data and analytical needs.
- Responsible for maintaining critical Client credit data in Corporate Systems.
- Support Credit and Capital Advisory requests for targeted data summaries and portfolio risk analysis. Receive and review pre/post closing legal packages, comparing the legally documented terms and conditions to those stipulated in the credit approval memo and ARC, ensuring accuracy. Create / contribute transmittal / QCC when appropriate.
- Able to manage things in the absence of the supervisor
Key competencies must indicate competencies essential to do the job:
- Strong organizational and interpersonal skills
- Highly detail and results oriented
- Strong verbal and written communication
- Strong analytic skill
- Self-motivated and able to work independently
- Ability to multi-task and reprioritize work
- Ability to interact with varying levels throughout the organization
- Ability to recognize work in the pipeline and willing to work to completion
- Data mining
- MS Office
Languages: English is mandatory
3 Years 
Salary not disclosed 
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