Purpose of Position
This position is to provide assistance and support to Vice President of Loan Administration and is responsible to in-charge of maintaining customer information databases, including credit and corporate documents within various applications, such as DMS (Document Management System), CMS (Covenant Management System) and Debt Domain (agency website) and responsible to those systems.
The position is also to responsible to review, manage and upload all type of credit agreement, corporate account documents and covenant material into DMS and CMS, ensuring that all processes and policies are followed during this process to provide the highest level of accuracy and consistency.
This position is also responsible for the management of electronic and paper based data and information storage systems within the Bank.
Key Accountabilities
- Responsible for ensuring that all customer documents and record are correct and up to date in each application, DMS and CMS.
- Review and monitor renewal of Canadian PPSA (Personal Property Security Act), registration liens, Certificates of Insurance and other security documents
- Ensure DMS and CMS are maintaining in the prescribed logical index ensuring that safeguards are in place and followed to safeguard and restrict documents as per users and sensitivity.
- Review type of documents and load to the relevant categories and folders in the system.
- Ensure all customer records, such as credit agreement, corporate account document and periodic compliance submission, are upload into DMS and CMS in timely manner.
- Follow the instruction of VP Loan Administration to load documents or reports in Debt Domain when the Bank acts as an agent of deals.
- Ensures to be in full compliance with all of the Bank’s policies and procedures, including Anti-Money Laundering policies, and the requirements of the relevant regulatory bodies as communicated by SMBCC’s Compliance Department.
Account Administration
Job Specification : Knowledge :
Knowledge :
Undergrad degree Experience :
Minimum 5 years previous related corporate banking experience preferably with handling various type of legal agreement or corporate documents or records, and working in a high pressure, deadline driven work environment
1-2 years managing people is a plus.
Work independently, good interpersonal, strong organizational and communication skills. Attention in details and ability to multi-task & work in a fast- paced environment.
Computer Applications : DMS, CMS, Microsoft Office including Word and Excel
About SMBC