Identifying, structuring, negotiating and underwriting new credit opportunities and managing existing portfolios.
Responsibilities
Identifying, structuring, negotiating and underwriting new credit opportunities
Manage existing portfolios and develop appropriate recommendations for credit approval, ensuring compliance with documented covenants and financial reporting requirements
Underwriting and executing both loan and derivative structures, performing high-quality analysis, due diligence and credit presentations
Maintaining a thorough understanding of the content and aggregate risks within an assigned portfolio, trends and other Key Risk Indicators
Reviewing credit limits and monitoring collateral while balancing risk return of the portfolio
Manage and grow a portfolio of business customers, supporting them with day-to-day banking needs while providing tailored lending and financial solutions.
Responsibilities
Develop and manage strong relationships with business customers
Identify customer needs and provide tailored banking and lending solutions
Prepare high quality credit submissions and lending recommendations
Grow and retain a portfolio through proactive customer engagement
Collaborate with specialist partners across Westpac to deliver excellent customer outcomes
Support the Monterrey Global Corporates team in managing and developing relationships with Global Corporates clients in Monterrey, Mexico, driving the origination and sale of HSBC’s full suite of banking products and services.
Responsibilities
Support the Global Corporates Monterrey Head in the day-to-day management and development of a portfolio of Global Corporates clients
Lead the coordination of internal processes related to client onboarding, credit approvals, annual reviews, account planning and transaction execution
Prepare and review high-quality client materials, including account plans, business reviews, pipeline and transaction reports, client presentations and internal approval documents
Analyse financial information, management accounts and other relevant documentation to support credit and relationship-management decisions
Analyse companies, industries and relevant economic factors to identify trends, risks and business opportunities
Requirements
Bachelor’s degree in Business Administration, Finance, Economics, Engineering or a related discipline, or equivalent professional experience
Nice to have: Extensive knowledge of banking products and services
Lead the delivery of lending solutions across Schwab’s banking and wealth management ecosystem, owning product roadmaps, agile delivery, and client experience design.
Responsibilities
Own and coordinate a unified Bank Lending product roadmap across multiple lending products
Lead planning and execution readiness for lending solutions, translating strategy into prioritized outcomes
Partner with product owners and technical teams to deliver solutions in an agile environment
Drive intake and requirements management, running discovery to validate problems
Reduce handoffs and establish clear end-to-end accountability
Lead and manage a team of Privilege Banking Relationship Managers in Medan to achieve business objectives, deliver exceptional client service, and expand the Privilege Banking client base.
Responsibilities
Develop and implement strategies to grow the Privilege Banking portfolio
Lead, coach, and mentor a team of Privilege Banking Relationship Managers
Oversee the daily operations of the Privilege Banking team
Drive the cross-selling of a full range of banking products and services
Cultivate and maintain strong relationships with high-net-worth individuals
Requirements
Bachelor's degree in Business, Finance, Economics, or a related field
Credit AdvisorNewHSBC · Singapore, Singapore
Payments Operations SpecialistNewHarper · Atlanta, US+1 more
Director of Bank Lending Experience & DeliveryNewCharles Schwab Inc. · Westlake, US