What are the responsibilities and job description for the Ultra High Net Worth Loan Operations Specialist position at Credit Suisse?
The UHNW Lending and Deposit Group is responsible for originating lending facilities and deposits for Ultra High Net Worth clients of the Investment Banking Capital Markets Division. The UHNW Operations role sits within the Global Corporate Banking COO Group and is tasked with supporting the UHNW Lending and Deposit team. The role is responsible for the booking and maintenance of loan facilities and deposit products, as well as assist senior management with key IT and client initiatives.
Successful individuals provide strong daily performance across a multi-faceted process with an ability to establish effective relationships with all clients, lending and deposit officers, credit risk management, and various other support organizations within IBCM.
Additional primary responsibilities of this role include, but are not limited to:
- Input of transactional data surrounding Loans and Deposits in T24.
- Monitoring of unique bookings during the life cycle of a given product, ensuring all terms are captured throughout.
- Management of key control aspects of the loan booking and execution process including, but not limited to, collection of documents, validation of loan booking, and archiving of data received from clients and Front Office.
- Accurate recording of reporting and collateral covenants within Black Mountain.
- Analysis of supporting documentation to ensure compliance.
- Identification and reporting of collateral shortfalls including working with UHNW Lending, UHNW Coverage and clients to identify timely resolution of same.
- Efficiently manage daily control items (KRI’s) by reviewing and reconciling where applicable.
- Monitor pipeline and closed deal reporting requirements, including data analysis, and booking feasibility.
- Preparation and distribution of client communication regarding upcoming interest, fee and principal payments.
- Preparation of various management reports using large data sets.
Your future colleagues
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers comprehensive financial solutions to our clients, including innovative products and specially tailored advice. Aiming for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create new value for our clients, shareholders and communities. Credit Suisse maintains a Working Flexibility Policy, subject to the terms as set forth in the Credit Suisse United States Employment Handbook. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values
This position offers remote working opportunities for an agreed amount of days per week.
We are looking for:
- 1-3 years of proven work experience in financial services or corporative environment.
- Proficient in use of Microsoft Excel and Outlook.
- Experience working in client-facing role.
- Able to organize, prioritize and multi-task in a fast-paced, high volume environment.
- Result oriented and displays enthusiasm, confidence & dedication.
- Outstanding written and verbal communication skills.
- Ability to work independently and as a dedicated team-member.
- Proven interpersonal skills including listening, problem solving and attention to detail.
- Dedication to fostering an inclusive culture and value varied perspectives.
Your new employer
Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.
We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.
Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible. Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law. If you require assistance during the recruitment process, please let your recruiter know.
Credit Suisse complies with applicable federal, state, and local laws, as well as regulatory requirements, regarding considering of employment qualified individuals with criminal histories and prohibiting discrimination in employment in every jurisdiction in which it maintains facilities.
All Credit Suisse employees in the USA must be fully vaccinated against COVID-19 and submit proof of vaccination prior to their start date, except where exempted by applicable law.