Documentation and Credit Specialist

Department: Hedging
Location: Remote
Reports To: VP, Senior Documentation & Credit Specialist

Salary: $48,000-$62,000

Summary Job Description:
PCBB is looking for an individual who is able to work hard in a fluid environment, evidences strong problem solving skills, and is results-driven. PCBB offers valuable learning opportunities to those who evidence diligence and ability.
The Documentation and Credit Specialist position is designed for an individual with derivative and documentation experience, and with experience in the financial industry. This individual will be able to perform their responsibilities with moderate oversight and has a strong capability to engage with PCBB’s client institutions and internal partners. This position reports to a Senior Documentation Specialist and will work closely with PCBB’s BLP team. This individual will have the opportunity to grow in the derivatives documentation team and learn more about BLP. 
Duties and Responsibilities: 
  • Support a team of high-performing specialists for PCBB’s BLP team. This includes providing concise and pro-active communication to the BLP team, especially regarding the status of active transactions. 
  • Communicate with client institutions regarding the status of credit approvals. 
  • Track and confirm receipt of executed versions of all loan documents. This includes running monthly SalesForce reports to ensure all Trade Ticketed, Amended and Terminated deals are accurately documented in PCBB’s document storage system(s) (AccuSystems).
  • Prepare Bloomberg LEI third party authorization forms, register LEI’s on behalf of the borrower and follow up with supporting documents as needed from Bloomberg.
  •  Provide BLP portal support and maintenance as it relates to customer bank and lender onboarding.
  • Provide excellent customer service and support to internal and external clients.
  • Must be able and willing to work flexible hours to ensure that all time zones are supported.
  • Enhance and update PCBB’s Salesforce system (alongside PCBB’s Salesforce Administrator) to continually improve the BLP process, as needed.
  • Provide administrator-level support to the BLP derivative operations team, as needed. 
  • Perform document audit projects or assist with other special projects, as needed.
  • Stay current on all banking regulatory training requirements and derivatives regulations.
Skills Required: 
  • Exceptional attention to detail 
  • Focused and task oriented 
  • Excellent written and oral communication skills 
  • Able to track and prioritize multiple projects simultaneously 
  • Timely and accurate completion of work
  • Self-motivated and energetic; ability to perform under minimal supervision
  • Proficient using various software applications, including Excel and Word
Education/Experience Requirements:
  • B.S. College degree in finance, economics or related field of study
  • Minimum of 3 years of prior experience in the financial industry with emphasis on derivatives and documentation or similar environment.

Physical Demands/Work Environment:

The physical demands/work environment described here is a representation of what must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand or sit; use hands/arms/fingers to handle, feel or reach, talk/hear, position self to move and have visual acuity to determine accuracy, neatness, and thoroughness of the work assigned. The employee may be required to lift and /or move up to 25 pounds. The noise level in the work environment is usually moderate.

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PCBB is an equal opportunity employer and will consider qualified applicants for employment without regard to race, color, national origin, ancestry, sex, gender, gender identity, gender expression, religious creed, disability (mental and physical), medical condition, genetic information, age, marital status, sexual orientation, military and veteran status, or any other characteristics protected by federal, state or local law.