Administrator, Financial Security

Title:
Credit Administration & Planning Associate
Department:
Credit Business Co-Ordination
Hybrid - 3 days onsite, Bishopsgate, EC2M
12 Month CONTRACT
Total Cash Compensation - £180.00 Daily rate
Credit Administration, facility agent and deposit business.
To assist in the customer dealing function dealing administratively with all loan, deposit and savings account rate quotations emanating from bilateral clients. To assist facility agent jobs administratively. To assist deposit business promotion administratively. To assist credit business related administrative issues, such as Know Your Customer process, handling credit applications reviews, etc.
# Personal Assistant for front office
, to assist administrative tasks, including expense administration for business trip, entertainment, etc. for all of Global Banking Unit members.
Credit Administration, facility agent and deposit business
To receive telephone and written instructions from bilateral customers and act upon these in the appropriate manner on behalf of each department in GBU.
To work closely with the Loans Administration Department and Global Market Unit on a daily basis; Monitoring of system maturity reports for existing deposit and loan contracts; proactively contacting the customer for their instruction, liaising with the Loans Administration Department on transactions to be processed and informing the Global Market Unit of funding requirements in a timely manner.
Understanding the customer’s desired cash flows when settling cross product transactions, ensuring that back office areas are provided with clear and concise information for any netting transactions.
Preparation of Management Information – by developing and maintaining a relationship management database; keeping records of accurate contact details, all historical quotation information and providing detailed analysis of all potential transactions.
To liaise and coordinate with relevant department in the branch for deposit business promotion.
To coordinate with each department of GBU and Operational Planning Department for Know Your Customer process, including but not limited to collecting necessary documents from relationship manager / agent bank / customer and registering information and those documents to the KYC system. To support loan facility agent job, and execute its operations following to instruction from managers. To check the credit applications as one of the CBCD reviewers and communicate with the front office when necessary for correction/amendment.
A strong aptitude for statistics, coupled with at least two years’ experience in the financial sector, credit rating monitoring.
~‘Good PC skills, particularly with MS-Access and MS-Excel.