Job Description

The Analyst, Loan Specialist is responsible for providing financial services to bilateral clients by verifying loan applications, deposits, FX, Letter of credits and import bills to ensure they comply with set policies and procedures and predetermined credit lines. The position also provides administrative support to the department.

Key Accountabilities:

\xef\x83\xbc Verifies that all customer loan applications, deposits, FX and import bills comply with policy and procedure and predetermined credit lines.

\xef\x83\xbc Contact clients to obtain loan rollover / repayment / drawdown requests and negotiate loan pricing and other terms within relevant approvals.

\xef\x83\xbc Responds to customer inquiries and report complaints to supervisor/management/account officer

\xef\x83\xbc Sends transaction confirmation/market information to customers.

\xef\x83\xbc Prepares daily client loan balance reports from established records to update individual customer credit lines.

\xef\x83\xbc Ensures that complete and current customer documentation is maintained on file, reporting any discrepancies to supervisor/account officer or Management.

\xef\x83\xbc Provides other administrative assistance, e.g. drafts correspondence, reports customer complaints to Associate and VP. as may be assigned.

\xef\x83\xbc Input daily loan deals into Loan IQ.

\xef\x83\xbc Update and monitor customer\'s accounts for transactions requests and preparing, passing entries.

\xef\x83\xbc Understand and verify all loan documentation and briefs, ensuring that terms and conditions contained in the documents comply with the approved credit facility prior to the disbursement of funds and during the life of the loan.

\xef\x83\xbc Filing and maintenance of Security Documents in the vault

\xef\x83\xbc Prepare and issue Standby Letters of Credit and invoices for Bilateral Credit Facilities

\xef\x83\xbc Participate loan system testing when necessary

\xef\x83\xbc Prepare and update desktop and procedures manuals.

\xef\x83\xbc Ensures full compliance with all of the Bank\'s policies and procedures, including Anti-Money Laundering policies, and the requirements of the relevant regulatory bodies as communicated by SMBCC\'s Compliance Department.

Interpersonal/Communications:

Internal: Most Bank departments to exchange information, especially Treasury Dept., Operations Dept., Account Administration Department and Business Promotion team

External: Customers to provide financial services.

RESPONSIBILITY:

JOB SPECIFICATIONS:

Knowledge: Undergrad degree (preferably in mathematics or statistics).

Experience: Minimum 3-5 years previous related corporate banking and trade finance experience preferably interfacing with Corporate clients (deal with loan, FX and deposit and L/C products) and working in a high pressure, deadline driven work environment

Skills: Good interpersonal, strong organizational and communication skills. Good telephone manner. Ability to multi-task & work in a fast- paced environment.

Computer Applications: Loan IQ, FOX, OBS, Profile, Microsoft Office including Word and Excel
Loan Agreements, Loan Review, Loan Structure, Loan Servicing, FX Connect

Robert Half is the world\'s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.4154. All applicants applying for Canadian job openings must be authorized to work in Canada.

\xc2\xa9 2022 Robert Half. Qu\xc3\xa9bec permit number AP-2000503. By clicking \xe2\x80\x9cApply Now,\xe2\x80\x9d you\'re agreeing to Robert Half\'s Terms of Use.

Robert Half

Robert Half est la premi\xc3\xa8re et la plus grande firme de solutions de gestion des talents sp\xc3\xa9cialis\xc3\xa9es au monde, qui met en relation des chercheurs d\'emploi hautement qualifi\xc3\xa9s avec des opportunit\xc3\xa9s au sein de grandes entreprises. Nous offrons...

Jobboom