Loan Administration Assistant (Hybrid)
- Full time
- Los Angeles, California, United States, California, United States View on Map
Job Description
Corporate Loan Administration Assistant
Location:Â Downtown Los Angeles, CA (Hybrid – 3 days a week in office)
Job Code:Â F65GL
- Facilitate FD/Checking Account Opening and related inquiries.
- Provide Trade knowledge (Bank Guaranty/Standby/Letter of Credits) to clients as needed.
- Perform KYC/CDD for clients.
- Compute ROE
- Coordinate IBG document execution to facilitate loan processing.
- Ensure accuracy and timeliness in assigned tasks.
- Assist special or other projects.
Responsibilities
- Provide indicative rates to US FD clients for new placement and rollover transactions as needed.
- Coordinate US FD Account Opening/Maintenance.
- Facilitate US client open/close bank accounts in Singapore.
- Assist Standby Letter of Credit/Bank Guaranty application.
- Update US Account Opening process/manual and align process with Head Office’s requirements.
- Set up and maintain prospect/customer names in AOS system (including name search, registered information, ).
- EG/DOA group set up & maintenance in AOS
- Assist for client mandate change and CMCP Maintenance.
- Coordinate IBG document execution. Arrange documentation execution within turnaround time (Including NDA, Engagement Letter, Administrative Details Form, request Tax Form, Commitment letter, Credit Agreement and Amendment etc..).
- Prepare CIF No. request
- Upload Account plan and Call report to IDW system.
- Conduct search request via EWSS on a needed
- Coordinate Audit confirmation (Loan/Deposit)
- Maintain billing for IBG customers
- Process and update operational assessment indicators for the Los Angeles Representative Office on a monthly basis. (Back-up only)
- Process and classify all operational and regulatory risk incidents for compliance reporting. (Back-up only)
- Assist in capturing all RCSA assessments accurately in the GRC system. (Back-up only)
- Manage and Service the ARP transactions for US clients as needed. (Back-up only)
Assist in tasks/projects as directed.
Experience
- Have a minimum of 3-5 years relevant loan experience in the financial institution industry.
Education
- Bachelor’s degree
- Independent and motivated team player
- Possess strong interpersonal and communications skills
- Excellent customer service skills with ability to deal tactfully, confidently, and ethically with both internal and external customers
- Results-oriented, Strong attention to accuracy and detail is required
- Have the ability to work on own initiative, ability to prioritize workloads and deliver to tight timescales
- Ability to problem-solve & provide suggestions to operational issues through a pragmatic and commercially sound approach
- Proficient MS Office Word/Excel/PowerPoint skills and understanding of core banking systems
Estimated salary range:Â (DOE) $95K to $115K, plus annual bonus, medical, dental, vision, life, vacation, 401KÂ Â
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