Credit Support Associate I - Document Imaging - Global Wealth & Investment Management
Core
Supports the credit process by accurately imaging and managing documents for new and renewal deals, monitoring financial reporting, and coordinating deal execution.
Role type
Associate credit support specialist (document imaging and coordination)
Builds
Credit deal documentation and monitoring workflows for Global Wealth & Investment Management clients
Domain
Banking / Credit Operations / Document Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Document imaging, MS Office (Excel, Word), process ownership, independent work, prioritization, partnership building
Preferred skills
System knowledge of EDR, GUS, ImageTrust, Adobe Acrobat
Technologies
EDR, GUS, ImageTrust, Adobe Acrobat Standard
Responsibilities
Image documents according to the Universal Document List; monitor financial reporting, maturities, and covenants; coordinate deal execution and pre-close checklists; resolve client needs such as ordering pay-off letters; clear collateral exceptions to reduce legal exposure
Seniority
Entry-level Associate