ICG Middle Office Support Banker
Core
Provide operational support for credit portfolios, loan documentation, and compliance for Global Industrials, Specialized Industries, and Institutional Client Group (ICG) Credit teams.
Role type
Middle Office Support Banker
Builds
Operational enablement and relationship support for credit and sales teams
Domain
Financial Services / Commercial Banking
Required skills
Credit portfolio monitoring, loan document management, collateral monitoring, regulatory compliance, system navigation (Web OD, nCino, Salesforce, HOGAN, AFS), account maintenance, KYC documentation, internal inquiry resolution
Preferred skills
Analytical problem-solving, organizational time management, independent and collaborative work, Microsoft Office proficiency, adaptability to new systems
Technologies
Web OD, nCino, Salesforce, HOGAN, AFS, Treasury Management platforms
Responsibilities
Monitor assigned credit portfolios for past dues, payments, and exceptions; Identify and escalate irregularities in credit and collateral; Partner with Relationship Managers and Portfolio Managers on client activities; Support operational tasks including loan pre/post-boarding, overdrafts, and ACH suspensions; Maintain accurate client records and regulatory documentation; Complete account maintenance and resolve internal inquiries
Seniority
Mid-level, hands-on IC