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: Organize and coordinate GLPC meetings
Placeholder meeting scheduled monthly
Send reminders on expired...
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: Organize and coordinate GLPC meetings
Placeholder meeting scheduled monthly
Send reminders on expired...
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