Credit Admin Documentation, Wealth Management 40k Foreign Bank

Main Functions * Prepare legal documents with credit extension to clients of HK booked * Issue banker’s guarantee and standby letter of credit * Prepare credit authorization ticket * Check daily reconciliation report * Prepare instruction to external lawyer for creation or release of mortgage deed, registration of de-registration of charge documents * Contribute operational permanent control policies and procedures

Credit Admin Documentation, Wealth Management, Foreign Bank - Budget 40k

Your new role

1. Prepare legal documents accurately and timely

• all the legal documents and the required actions should be accompanied with the package of legal documents given to the RM.
• all complete legal documents (including facility letter) should be cross checked before their distribution.

2. Prepare credit authorization ticket

• all approval conditions should be properly documented in the ticket which is the key control vehicle for documents.
• authorization ticket should be included with each credit proposal and properly signed.

3. Liaise with Legal counsel

• Credit Admin. Officer should be familiar with all legal guidance notes. Legal counsel should be referred on the exceptional cases.
• Information obtained from Legal counsel should be disseminated to all relevant team members for future. reference

4. Timely create and maintain credit limits, collateral values, and relevant data into respective systems and control logs

5. Be a team player

• Working closely with all other team members through free exchanges of information, mutual support in work coverage and professional interaction throughout daily operations