Diversified Industries Middle Office Credit Execution Specialist

About the role

The DI Credit Execution team supports the Healthcare, Emerging Healthcare Technology, Industrials, Technology, Media & Telecom (TMT), Consumer & Retail, and Global Canada lines of business within Corporate & Investment Banking. The team partners with Portfolio Managers to book the credit exposure approved for their clients. The role offers a hybrid work schedule with some in-office expectations.

Responsibilities

• Provide credit deal team support responsible for accurate initiation of loan packages, review of loan documentation, and pre-closing and closing tasks for direct and operating exposure
• Coordinate loan booking and closing activities to ensure consistent, timely, and accurate credit delivery to our clients
• Evaluate and ensure accurate new and existing data in the systems of record
• Partner with managers to resolve issues and provide status updates on implementations
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or education

Desired Qualifications

• Knowledge of credit systems, such as nCino, Salesforce, LIQ, TRE, CoRS, WCIS, ICMP, ART, RCS, and WBRS
• Knowledge of corporate banking booking and closing processes
• Understanding of the credit underwriting and customer due diligence processes
• Understanding of corporate loan structures and navigation of documents, specifically outside counsel-prepared credit documents
• Experience applying compliance and regulatory requirements, including Reg U, Reg W, Volcker, QFC, CRR, Flood, et al.
• Ability to make timely, independent judgment decisions while working in a fast-paced and results-driven environment
• Attention to detail and ability to complete high-quality work products
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Outstanding problem-solving and decision-making skills
• Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement