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Join an American MNC, which provides Private Banking, Asset Management, Treasury & Security Services, Private Wealth Management services and is one of the largest banks in the United States with a history dating back over 200 years.
Credit Products Delivery (CPD), under Commercial Bank Wholesale Lending Services, is a dedicated lending & trade finance execution support function with the ultimate goal of providing a superior client experience ensuring timely client focused service whilst retaining a strong risk and control framework locally and partnership with regional and global teams to deliver consistently. The team supports the Bankers and Trade Sales and works closely with business partners across Credit, Legal, Compliance and line of business operations to deliver a client focused support model and seamless execution.
In carrying out this role the key responsibility is the facilitation and management of the deal lifecycle from mandate through to execution and serving as the first point of contact for Bankers and Trade Sales, providing transaction support (particularly for cross-border and complex transactions), and managing the document execution and deal closing process. Partner with the LIBOR Transition Project team and work across multiple business and product lines, support LIBOR remediation efforts in accordance with the firm-wide transition plans, ensure delivery of satisfactory client experience. The role will report to the Head of Hong Kong Credit Product Delivery. This position will be based in Hong Kong.
Deal Closing & Client Support
LIBOR transition and transformation: coordination of legal document remediation process, escalate any issues and roadblocks to Bankers and the LIBOR Transition Project team
Transaction coordination: primary point of contact and escalation across end to end deal lifecycle, including onshore, offshore and cross-border deal coordination
Provide insight into negotiation of legal agreements and status of transaction closing. Escalate backlogs and issues to Bankers as needed to move the transaction along the closing lifecycle
Track handoffs, process and timing/requirements, metrics and escalations as required
Pipeline Management and Support.
Coordination of legal documentation across all lending products
Managing the execution of credit facility letters, deal closing process, ownership of sourcing and reviewing client constitutional documents, conditions precedent / subsequent
Preparation and coordination of deviations (including approvals) during negotiations across all categories
Populating standard agreements and performing gap analysis / preparation work on non-standard docs for legal
Manage controls framework, reporting and escalation for transaction execution
Working across functional areas to ensure all operational, financial and technology risks have been addressed
Collaborating with business and support functions to drive best practices both internally and in the external markets
Bachelor degree in related disciplines and 5+ years of working experience
Fluency in English and Cantonese
Credit Administration, Transaction Management or Credit Execution experience
Strong credit and documentation knowledge across core lending products/agreements (e.g. Loans, Trade finance, specific local market knowledge where required)
Strong relationship management and partnership with the Business, Technology and Corporate groups
Sound understanding of banking processes and products
Excellent verbal, written and interpersonal communication skills
Ability to problem solve and deliver solutions at root cause
Highly organized, motivated and strong prioritization skills
History of success working in a team environment
Flexibility to handle multiple tasks and changing priorities
Strong decision-making capabilities and the ability to identify problems and drive to resolution
Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner
Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment