Credit Ops Specialist III

Step into a role where your expertise shapes the future of client service and risk management. As a Document Specialist in our Private Banking Credit Middle Office Closing Team, you'll play a critical part in executing complex credit transactions for high net worth clients. This is your opportunity to work on high-profile deals, collaborate with talented professionals, and drive process improvements within a world-class financial institution. Grow your career while developing specialized skills in legal documentation, regulatory compliance, and operational excellence. Join us and make a meaningful impact in a dynamic, client-focused environment.

As a Document Specialist within the Private Banking Credit Middle Office Closing Team, you play a vital role in supporting our commitment to delivering exceptional client experiences. You will prepare, review, and finalize a variety of legal documents, ensuring every detail meets the highest standards of accuracy and compliance. By collaborating with both internal partners and external counsel, you help facilitate smooth and timely client closings. Your work directly contributes to protecting the firm from risk and enhancing operational efficiency. Together, we strive to set the standard for excellence in client service and documentation within a dynamic, collaborative environment.

Job responsibilities

• Prepare, review, and finalize a wide range of legal documents for complex credit transactions
• Ensure all documentation meets regulatory, policy, and compliance requirements
• Coordinate closely with internal stakeholders and external counsel to guarantee accuracy and completeness
• Facilitate smooth and timely client closings by managing multiple priorities and deadlines
• Identify and mitigate regulatory and credit risks through thorough documentation practices
• Support process optimization initiatives to enhance operational efficiency and control
• Collaborate with cross-functional teams to deliver outstanding client service
• Maintain up-to-date knowledge of loan documentation, commercial real estate, and credit policies
• Contribute to the continuous improvement of documentation standards and procedures
• Provide guidance and support to team members on best practices and documentation requirements
• Participate in projects and initiatives that drive innovation and excellence within the team

• Bachelor's degree in accounting, finance, economics, business management, or equivalent professional experience
• Minimum one year of documentation experience
• Direct client interaction experience
• Exceptional written and verbal communication skills
• Advanced proficiency in Microsoft Word, Excel, and Outlook
• Strong analytical and organizational skills
• Proven problem-solving abilities
• In-depth understanding of legal credit documentation, covenants, ownership structures, and guarantees
• Outstanding organizational and time management skills
• Ability to prioritize and execute multiple projects simultaneously
• Demonstrated attention to detail and commitment to high-quality results