Analyst, Corporate Credit Services, General Wholesale Operations
Purpose
Contribute to the success of the Corporate Credit Services Team by performing various loan servicing functions.Key responsibilities include triaging emails, reviewing loan instructions, processing credit documents, validatinglending calculations, and maintaining accurate balances in our enterprise book of record. This ensurescompliance with credit authorizations and limits. A significant aspect of the role is leading exceptionmanagement, where the Analyst is responsible for identifying discrepancies and effectively resolving them.Additionally, the Analyst will contribute to operational reporting and quality control efforts, ensuring dataaccuracy and adherence to regulatory and financial standards. The Analyst will also participate in continuousimprovement initiatives aimed at enhancing our processes and mentoring entry-level Analysts.
Accountabilities
- Manage and support all activities related to the loan and Letter of Credit lifecycle, including document review, initialfunding, drawdowns, paydowns, rollovers,
rate changes, amendments, and loan maturities.
- Oversee a portfolio of medium to complex corporate loans and letters of credit, ensuring accuracy and integrity indata management, accounting reconciliation, and record-keeping.
- Administer instructions from agents on participations and direct deals, verifying limit availability and accuracy ofcalculations during fund disbursement.
- Coordinate internal funding requirements to support daily loan servicing activities and manage exceptions.
- Execute and reconcile loan payment while ensuring timely processing and resolution of past dues and management of all exception items in accordance with team's SLAs.
- Classify and archive emails in Outlook promptly.
- Monitor case creation in Arteria for correct classification and manage reconciliation reporting to ensuresynchronization between systems.
- Support the production of daily operational