Execution Support Analyst
Responsibilities:
New and Amended Deal Maintenance
• Prepare loan summaries for new and amended facilities based on the terms and conditions of the legal documentation.
• Input or revise covenant requirements in Creditnet based on the conditions stated in the legal documentation
• Gather and forward documentation required for KYC/AML remediation and interact with Client Onboarding to ensure new account openings in a timely manner.
• Complete and submit M@OS and RMPM forms open client accounts
• Prepare and submit commitment letters, transaction details, and signature pages within stated deadlines
Ongoing Deal Maintenance
• Input covenants into Creditnet when received, update covenant compliance tracking log and gather signed covenant checklists.
• Assist Bankers with AML recertification
• Perform Squad+ data verification quarterly based on annual review schedule.
• Submit M@OS forms as needed in order to preserve the integrity of the data in Atlas2.
• Submit changes to RMPM as needed in order to preserve the integrity of the data in RMPM.
Report Verification, Distribution and Maintenance
• Track down and record compliance documentation reported on monthly Compliance Exception Report from CCR.
• Update and submit the weekly capital report based on deal activity.
Additional Responsibilities
• Provide rate updates and manage bilateral uncommitted facilities.
• Access and manage deal documentation by downloading, saving to the shared drive and forwarding to appropriate individual. Track down missing documentation reported on monthly Documentation Exception Reports from CCR.
• Prepare e-credit and physical files (credit, financials, compliance, borrowing base).
• Assist in the annual budgeting process of the Loan Book as needed.
• Assist in other data collection projects as needed.
• 3-5 years of relevant experience
• College degree required
• Proficient in Microsoft Office, Lotus Notes, and the internet
• Must be detail oriented, able to multi-task, and able to function in a fast paced, deadline driven environment
• Strong oral and written communication, interpersonal and organizational skills
• Must be able to function independently, but also in a team environment
• Investigative personality, able to function within a global organization.
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