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 or expiring Policies and Procedures
- Create agenda, prepare package and organize meeting
- Minutes and follow-up
Director Loan Committee (DLC) - Purpose: Organize and coordinate DLC meetings
- Placeholder meeting scheduled bi-weekly
- Create agenda, prepare package and organize meeting.
- Linda Chau document meeting minutes
Board of Directors (BOD) - Purpose: Prepare package for Board of Directors
- Prepare BOD package with all items approved/reported from DLC
Administrative Task
- Order Supplies: SCA
- Monthly Clean Desk Compliance - Collect and submit department's clean desk (SCA, PAD, ENRM, SAD, CRAD, Appraisal) to OneTrust.
- Business Continuity - Annually support with coordinating to support continuity planning and readiness for Credit Admin (SCA dept)
- Calendaring - Manage CCO scheduling
Shift Timing-9:30pm IST to 6:30am IST (8am PST to 5pm PST)
