Senior Associate-Executive Assistant; Night shift

Position: 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 One Trust.
- 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)