• Profile
Job Description
Job purpose
  • To be part of a busy Credit Department whose involvement with the Bank’s Credit process is comprehensive – from origination through documentation, monitoring and control through to recovery.
  • To perform a key administrative role within credit to assist with the smooth running of the department.

Key Responsibilities

  • Organising committee meetings, including sending out agendas and papers, letting the front line know the scheduling of their application, setting up conference calls, attaching minutes to the application and sending to the front line.
  • Monitoring the AL Credit Risk inbox. Printing applications, memos, excess requests, and notifying other members of the team of emails that require approval.
  • Logging applications and adding them to the agenda for Committee meetings if necessary. Creating front sheets and credit opinion papers for the applications.
  • Indexing approvals and other files into VC.
  • Administration re Creditsafe.
  • Sending out approvals to the Banker and Credit Ops.
  • Workflow management, ensuring applications are dealt with in a timely manner.
  • Producing monthly MI on the volumes and values of applications received.
  • Collation of all functional MI, analyse trends and provide observations to Snr Management for consideration. Track, monitor and follow the progress of action items that emanate from internal committees in order to ensure that key deliverables are achieved within set time frames.
  • Monitoring the incoming CVR Reports and Broken Limits, and chasing these where necessary.
  • Updating data on monthly Manco slides.
  • Formatting weekly packs of sanctioned applications to go to Credit Committee.
  • Ensure internal management processes are followed – internal reporting, expenses, clear desk, etc.

Key Interfaces

All business areas across the Bank.

Person Specification

Knowledge / Experience

  • Prior operations/administration experience essential
  • Prior Banking or Financial Services experience / background preferable
  • Good computer skills, including data extraction & analysis, report writing, macros & leveraging systems for MI
  • Excellent written & spoken communication skills. Ability and confidence to deal effectively and professionally with people across the business
  • The individual should demonstrate an ability to work in a methodical, logical and accurate fashion. Must be conscientious and diligent in their work to ensure accuracy of data. Must understand importance of and deliver accuracy & perfection
  • Excellent time management, organisational & administrative skills, ability to work under pressure, responsible, proactive, dedicated and consistently able to achieve results.
  • Remains motivated and confidential at all times.
  • Ability to act on own initiative

Key Skills

  • Attention to detail, quality and high standards
  • Ability to work well in a Team environment
  • Sense of urgency when required
  • Good communication skills, both written and verbal with a positive demeanour
  • Capable of working under pressure and using own initiative
  • Ability to handle multiple tasks simultaneously whilst remaining flexible, proactive and efficient


Educated to A level standard or equivalent experience essential  


  • Communication and confidence
  • Team Working
  • Planning and reviewing
  • Influencing Others
  • Relationship management
  • Problem solving and judgement