Job Description

Executive Admin Support

  • Traditional C&I and CRE – Quarterly Asset Quality Monitoring (AQM) - Purpose: Portfolio review for Traditional C&I and Investor CRE
  • Obtain scope list from PAD
  • Schedule and invite stakeholders
  • Confirm loan list changes with PAD
  • Collect memos from frontline
  • Follow-up meeting minutes, distribute, and archive

CIB – Quarterly Asset Quality Monitoring (AQM) - Purpose: Portfolio review for Corporate & Investment Banking and Middle Markets

  • Create package folders - CIB Quarterly Reports
  • Collect package from frontline (Head of Portfolio)
  • Minutes and follow-up

Management Loan Committee (MLC) - Purpose: Organize and coordinate MLC meetings

  • Scheduling - Placeholder meeting set to recure
  • Create agenda, prepare package and organize meeting
  • Minutes and follow-up

General Loan Policy and Loan Procedure Committee (GLPC) - Purpose: O...

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