Credit Platform Services Analyst

Job description

Are you ready to make a meaningful impact in the world of private banking? This role offers a unique opportunity to enhance your skills, drive process improvements, and contribute to a team that values innovation and excellence. As a Credit Platform Services Analyst, you will support Private Banking Operations through excellence, innovation, and collaboration. Our teams—Deal Specialist, Collateral Monitoring, and Credit Reporting & Covenant Monitoring—work together to deliver seamless credit services, uphold the highest standards of compliance, and drive process improvements.

Tasks

• Draft and validate credit documentation in partnership with Legal, Lending Solutions, and Credit Risk Executives
• Monitor collateral values, credit exposure, and ensure compliance with authorized limits
• Set up and monitor credit covenants and client-specific conditions, escalating breaches as needed
• Process loan drawdowns, asset transfers, and approvals in line with credit policy
• Produce regular, ad hoc, and regulatory reporting, delivering actionable insights to senior management
• Drive process improvement, automation, and participation in strategic projects
• Keep procedures up to date and build strong partnerships across teams

Requirements

• Up to 2 years of relevant experience in private banking, credit products, or related areas
• Full working proficiency in English
• Proactive, responsive team players with excellent interpersonal and communication skills
• Individuals with strong commitment, integrity, and the ability to meet tight deadlines
• Organizational and problem-solving skills with attention to detail
• Proficiency in Microsoft Office (especially Excel); experience with Alteryx, Tableau, Python, Qlik, and/or VBA
• Strong ability to work with data, digest information, and develop innovative solutions
• Passion for process efficiency, control, and continuous improvement

Preferred qualifications

• Fluent Spanish is a plus