Associate Director, Lending Documentation Unit

About the role

This position within the Lending Documentation Unit supports various business units for the Non-Standard Documentation / Standard Documentation process in accordance with the Credit Documentation Process – General Roles and Responsibilities and any further guidance from the Global Head, LDU. The role acts as a business partner and independent guardian, balancing business needs with risk and compliance.

Responsibilities

• Support the implementation of the CM target operating model for LDU in the region.
• Identify process improvement initiatives to drive efficiency across LDU.
• Ensure Legal and LDU work in an integrated fashion.
• Collaborate with LDU in other centres to reduce duplicative work and ensure logical allocation of work, proposing exceptions to R&R where necessary.
• Ensure smooth and efficient hand-offs between CM Client Delivery teams and LDU.
• Resolve roadblocks and points requiring clarity collaboratively between LDU centres, Legal, and CM Client Delivery teams.

Non-Standard Documentation Process

• Review/check bespoke or externally prepared documentation for complex or syndicated transactions.
• Ensure financing structure and documentation comply with the terms and spirit of the relevant credit approval and the Bank’s policies and procedures (including Operational Risk).
• Work closely with internal legal counsel and engage with external counsel where required.
• Review and confirm satisfaction of all required documentation, policy requirements, and approvals via formal handover confirmation to the CM Client Delivery team for authorisation of client limits.

Standard Documentation Process

• Draft and negotiate contractual, security, and parental support documentation for uncommitted and committed bilateral facilities in line with credit approvals.
• Draft and negotiate local and global guarantees within the region and for the wider Bank network.
• Ensure financing structure and documentation comply with the terms and spirit of the relevant credit approval and the Bank’s policies and procedures (including Operational Risk).
• Set and collate all condition precedent/subsequent documentation.
• Engage external counsel for capacity and authority opinions and ensure review and sign-off of all legal opinions where required.
• Draft corporate resolutions/review constitutional documentation.
• Review and confirm satisfaction of all required documentation, policy requirements, and approvals via formal handover confirmation to the CM Client Delivery team for authorisation of client limits.

Qualifications

• Education: Bachelor’s Degree or Para Legal Training.
• Minimum 5 years of work experience in a similar role within Financial Services and/or Legal/Paralegal experience.

What We Offer

• Competitive salary and benefits aligned with the Fair Pay Charter, including core bank funding for retirement savings, medical and life insurance, and flexible/voluntary benefits in some locations.
• Time-off benefits including annual leave, parental/maternity leave (20 weeks), sabbatical (up to 12 months), and volunteering leave (3 days), with a minimum of 30 days combined annual and public holiday leave.
• Flexible working options based on home and office locations, with flexible working patterns.
• Proactive wellbeing support including Unmind (digital wellbeing platform), resilience and human skills development courses, global Employee Assistance Programme, mental health first-aiders, and self-help toolkits.
• A continuous learning culture with opportunities to reskill, upskill, and access physical, virtual, and digital learning.
• Inclusion in an organisation that values diversity, where everyone feels respected and can realise their full potential.

Expected annual base pay range for the role is 87,400 USD to 131,100 USD. The final offer will be determined based on skill set, depth of experience, education, internal relativity, and specific work location. Total compensation includes discretionary variable pay and a range of bank-sponsored benefit programs such as a 401k plan with up to 8% employer match, robust medical plan coverage with employer-funded Health Savings Accounts, inclusive family-building benefits, and flexible/hybrid working arrangements where applicable.