Corporate Analyst - Khobar

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Job Description - Corporate Analyst - Khobar

  • This role processes operational transactions, assists RO in monitoring overall status of portfolio and contribute in preparing basic data related to the credit file for annual review.
  • This role provides support to Relationship Managers / Officers and /or the Head of Regional Customer Support Unit in respect of various operational matters and processing requests from customers. He/she normally assists the RM / RO prepare Credit Files and other reports. This role does not have a requirement to sell products or services but has a commercial impact in terms of the level of service that is provided to customers.
  • Attends to daily transactions including (but not limited to):
  • Loan initiation, roll over and settlement
  • Deposit initiation, roll over and settlement
  • F/X transactions
  • Handling the prompt processing of exceptional request for approvals providing justification.
  • Inter-faces between clients and other operational entities in the Bank for:
  • Responses to queries on account statements, daily balances, reversal of charges, etc.
  • Resolving (in consultation with concerned RO and Unit Head) submission / regularization of legal documents and securities.
  • Maintenance of Credit Limits
  • Follows-up with concerned ROs prompt regularization of excesses.
  • Initiates requests for sub-allocation, deferral memos for missing / discrepant legal documents and securities on a timely basis.
  • Assists in the preparation of Credit Files in terms of:
  • Initiating credit information request on a timely basis
  • Compiling required statistics and profitability figures in coordination with Administrative Assistant / Support Staff.
  • Preparing Short Form Credit File
  • Following-up, submission of F/S and completion of spread sheet, in consultation with concerned RO contact designation person at client office in order to request/obtain clarifications required in the context of the financial analysis.
  • Back-up other Credit Analysts in their absence as required
  • Graduate in Business Management.
  • Alternatively, a PDP graduate without any other practical experience
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