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Cantonese speaking Loan Documentation Clerk - Ref: 1707-23

  • Location: London - Central London
  • Salary: £20k-22k + benefit
  • Job Type: Permanent
  • Languages: Chinese Cantonese
  • Categories: Financial Services


Salary:      £20k-22k + benefit
Status:      Permanent
Location:   Central London

Responsible for handling the contractual documentation of facilities in compliance with terms as per proved credit proposal; and carrying out other loan related support functions.

Key responsibilities:

" To prepare other ancillary documents, e.g. Borrower's authority to disclose information and Independent Legal Advice (ILA) interview notes for BDD to follow up with their clients
" To Prepare Loan Commitment Report
" To Liaise with BDD and prepare weekly loan enquiry table for Head Office
" To Prepare reports for the General Manager, Head Office and OBOD as required, including the monthly BDD statistics report ; reports on customer referral to BEA China and loan yield analysis for Head Office; quarterly referral report for OBOD
" To prepare / review standard offer letters ensuring that the terms are in compliance with terms as per approved credit proposal
" Register new offer letter on monitoring report, monitor return of signed offer letters; and prepare report on bi-weekly basis advising non-return of offer letters and outstanding fees
" To check and ensure that the offer letters and other documents returned by Borrower are duly executed
" To check to ensure the solicitor firm's to act on our behalf is to have a minimum of two Solicitors Regulatory Authority partners; and if not seek instructions from account officers
" To prepare Security requisition form
" To carry out on SAS RIP Approval input (stage 3) and Input MG/LD ref after drawdown
" To handle fee payments and invoices on banking systems; to reconcile suspense accounts after paying valuers' invoices; to update the valuation register manually once payment has been done; and to scan invoices into INVU
" To monitor the outstanding items (e.g. original copy of offer letter, valuation fees, certificate of legal validity etc.) after drawdown from time to time
" To prepare lapsed memos for naturally matured and fully repaid loans and to update lapsed memo monitoring report

Key requirements:

" University Degree educated to a minimum of 2.1
" Fluent Cantonese and English
" GCSE and A-Level qualifications
" To have a good academic record with the majority of the results being A grades.
" The ability to comply with the Bank's risk management policies and perform the related monitoring measures.
" Understands the overall responsibilities and functions of the department and effectively apply the skills and knowledge required of the position.
" The ability to perform effectively at times of pressure and work effectively with minimum direct supervision.
" The ability to provide services to customers (both external & internal) and address their needs. Willingness to offer help. Ability to make favourable impressions: courtesy, patience & flexibility.
" Mandarin speaking and writing skills desirable

Thank you for taking the time to apply to People First.  If your application is successful, you will be contacted within 7 days but I’m afraid that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation.

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