Senior Associate-Executive Assistant (Night shift)

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)