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Executive Administrative Specialist
Executive Administrative SpecialistAcuity Knowledge Partners • Haryāna, Republic Of India, IN
Executive Administrative Specialist

Executive Administrative Specialist

Acuity Knowledge Partners • Haryāna, Republic Of India, IN
2 days ago
Job description

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)

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    Executive Administrative • Haryāna, Republic Of India, IN