Key responsibilities

• Coordinate with Relationship Managers and clients for required information and documentation for credit approvals
• Prepare credit proposals in line with bank policies, including financial analysis, business model updates, and compliance with approval terms and covenants
• Manage facility documentation, including follow-up with clients for sign-offs and lodging signed documents with CRAD
• Ensure completion of security creation and limit activation processes
• Support working capital facility referrals and liaise with clients/internal stakeholders to process transactions
• Monitor assigned portfolio including covenant compliance, insurance, valuation, and mortgage expiries
• Input data for system migrations (e.g., nCino) and other system updates as needed
• Provide MIS and performance reports within agreed timelines
• Execute ad-hoc asset-related tasks as assigned by the business unit