Banking Advisor

2 days ago

New York, New York, United States Northern Trust Full time
About Northern Trust

Northern Trust is a leading global financial institution that has been in continuous operation since 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

Associate Banking Advisor

The Associate Banking Advisor will provide the lending team with credit support for a variety of items, including acting as a liaison between the lenders and the underwriting team, assisting lenders with due diligence for new loan requests, monitoring financial covenants and financial reporting tracking, reviewing loan documents, communicating with clients, and general business development activities.

Key Responsibilities
  • Assists Bankers with client portfolios and internal administration of accounts; communicates regularly with clients and attends client meetings.
  • As appropriate, may manage a small portfolio of clients and makes presentations at Group and Senior Credit Committee meetings.
  • Coordinates and reviews loan documents for new and renewal fundings, submits loans documentation for evaluation and booking, follows up on missing loan documentation to ensure receipt and complete submission.
  • Coordinates commercial/custom approval process by submitting requests for underwriting and loan documentation. Assists Bankers to coordinate the preparation of loan documentation with internal and outside counsel.
  • Develops and maintains working knowledge of loan agreements, financial statements, compliance certificates and other documentation required to monitor client relationships.
  • Coordinates with National Credit Center, with oversite by the Relationship Managers, the preparation of Credit Memos.
  • Coordinates with Account Managers, Treasury Management Consultants and Operations team on transactions including payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up to date; execution of client servicing events, communicating with clients and other internal and external partners.
  • Oversees development of appropriate action plans for client servicing and coordinates with other team members across the Trust and Investment disciplines to ensure execution and follow-up.
  • Develops clear understanding of client needs behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions.
  • Assists Bankers with internal administration of accounts (including internal Loan Review process) business development and client presentations for clients.
  • Assists Banking teams and Leadership with special projects as assigned.
  • Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures.
  • Is well versed in the compliance requirements for new accounts and relationships. Monitors loan document deficiencies and reviews compliance reports for adherence to policy and procedures.
  • Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
  • Will have direct interaction with committees and Senior Leadership.

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