Description
Are you ready to make a meaningful impact in the world of private banking? This role offers a unique opportunity to enhance your skills, drive process improvements, and contribute to a team that values innovation and excellence.
As a Credit Platform Services Analyst within Private Banking Operations, you will support Private Banking Operations through excellence, innovation, and collaboration. Our teams - Deal Specialist, Collateral Monitoring, and Credit Reporting & Covenant Monitoring - work together to deliver seamless credit services, uphold the highest standards of compliance, and drive process improvements.
Job responsibilities:
* Draft and validate credit documentation in partnership with Legal, Lending Solutions, and Credit Risk Executives
* Monitor collateral values, credit exposure, and ensure compliance with authorized limits
* Set up and monitor credit covenants and client-specific conditions, escalating breaches as needed
* Process loan drawdowns, asset transfers, and approve payments in line with Credit Policy
* Produce regular, ad-hoc, and regulatory reporting, delivering actionable insights to Senior Management
* Drive process improvement, automation, and participate in strategic projects
* Maintain up-to-date procedures and build strong partnerships across teams
Required qualifications, capabilities, and skills:
* Up to 3 years of relevant experience in private banking, credit products, or related fields
* Full working proficiency in English
* Proactive, responsive team players with excellent interpersonal and communication skills
* Individuals with strong commitment, integrity, and the ability to meet tight deadlines
* Organizational and problem-solving skills with attention to detail
* Proficiency in Microsoft Office (especially Excel); experience with Alteryx, Tableau, Python, Qlik, and/or VBA
* Aptitude for working with data, digesting information, and developing innovative solutions
* Passion for process efficiency, control, and continuous improvement
Preferrable qualifications, capabilities, and skills:
* Fluent Spanish is a plus