Process Advisor

3 weeks ago

Pune, India Barclays Full time

Job Title: Process Advisor

Location: Pune

About Barclays

Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.

Risk and Control Objective

Take ownership for managing risk and strengthening controls in relation to the work you do.

Working Flexibly

Hybrid Working

Structured hybrid role

Introduction:
The Facility and Collateral Documentation team are responsible for the production and issuance of Credit agreements to the Mortgage Advisors/Front Office for completion. The role holder will be responsible for Document Generation, Document Issue, Sanction Data Transposition, Administration fees, dealing with Solicitors instructions, Valuation ordering/validating, Conditions Precedent Execution and Lapsed Facility letter management.

What will you be doing?
- The Facility and Collateral Documentation team is responsible for the production and issuance of Credit Agreement (Facility & Security documents) to the RM/FO and Solicitors for completion and execution.
- The Facility and Collateral Setup team is responsible for the receipt and validation of returned Credit Agreement documents (inc. Fit to Lend checks and Limit Marking) and the setup of these on the required system before drawdown is completed. The role holder will be responsible for Document Receipt & Management, Document Validation, Conditions Precedent Execution, Account Opening, Expired Facility Letter Management, Setup Facility, Book Collateral and Mark Limits.
- The Draw Facility Team is responsible for drawing execution upon client request and management of any drawdown issues arising from lapsed facilities or failed transactions. The role holder will be responsible for; issuing drawdown letters, basic client authority checks, managing failed transactions/return of funds, there will also be internal liaison with relationship managers.
- The Collateral Registration and Perfection team is responsible for registration and perfection of collateral with third parties across all security types, jurisdictions and legal entities. The role holder will be responsible for; document management, registration of collateral with 3rd parties; document validation, document custody and perfection, there will also be 3rd party liaison. Within this role it is essential to have detailed knowledge of security types across asset classes.
- The Monitoring team is responsible for the collateral and facility monitoring, information validation and escalation of breaches to appropriate Credit Risk and Private Bank functions. The role holder will be responsible for; issue escalation/exception management, information integrity checks, feeds checks, margin calls/close out, bespoke monitoring, revaluation requests and internal liaison.
- The Monitoring team are also responsible for the management of excess account positions and the issuance of regulatory documentation in correspondence with the above. The role holder will be accountable for reviewing, identifying and taking the appropriate actions on excess positions.
- The Credit Servicing team is responsible for facility and collateral administration: ranging from customer enquires through lifecycle event management to collateral discharge and facility closure. The role holder will be responsible for; process execution, lifecycle event management, facility amendments, customer enquiries/complaints, managing daily volumes of post and managing end of terms.

The Controls Team takes ownership for implementing and adherence to internal and external controls and regulations. The role holder will be responsible for; a number of tasks including; quality assurance, audit, risk event management, root cause analysis and regulatory adherence.

What we’re looking for:
A strong financial background preferably would be within Credit

Excellent command of the English language being fluent in spoken, written and oral English

MS Office Application Suite (Preferably Word, Excel & PowerPoint)

Excellent verbal and written communication skills

Good analysis and problem solving skills

Strong control awareness

Skills that will help you in the role:
Qualified Graduate (B.Com) or MBA (Finance) preferred

Enthusiastic, motivated, self-starter, pro-active and a team player

Strong interpersonal skills and excellent communicator

Willingness and ability to take ownership of issues and manage through to a successful resolution

Assertiveness, tenacious and control focused

Expected to take accountability/responsibility of deliverables

Providing innovative judgement which can be contributed as part of the decision making process

Where will you be working?

Pune

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