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 ReportsCollect package from frontline (Head of Portfolio)Minutes and follow-upManagement Loan Committee (MLC) - Purpose : Organize and coordinate MLC meetings
Scheduling - Placeholder meeting set to recureCreate agenda, prepare package and organize meetingMinutes and follow-upGeneral Loan Policy and Loan Procedure Committee (GLPC) - Purpose : Organize and coordinate GLPC meetings
Placeholder meeting scheduled monthlySend reminders on expired or expiring Policies and ProceduresCreate agenda, prepare package and organize meetingMinutes and follow-upDirector Loan Committee (DLC) - Purpose : Organize and coordinate DLC meetings
Placeholder meeting scheduled bi-weeklyCreate agenda, prepare package and organize meeting.Linda Chau document meeting minutesBoard of Directors (BOD) - Purpose : Prepare package for Board of Directors
Prepare BOD package with all items approved / reported from DLCAdministrative Task
Order Supplies : SCAMonthly 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 schedulingShift Timing-9 : 30pm IST to 6 : 30am IST (8am PST to 5pm PST)