Have you made first experience in client servicing in finance area, possess strong interpersonal skills and enjoy direct client / broker contact? Then we are looking for YOU!
About the Role
Be ready to support our Underwriters in Trade Finance, Commodity Finance, Project Infrastructure and Portfolio Solutions as an Operations Specialist in our Credit line of business. This includes the timely and accurate handling of client/broker requests, inquiries and accurate policy issuance.
In particular your responsibilities will include the following:
Closely interact and coordinate with internal stakeholders in Operations and Underwriting located in various regions and markets globally, as well as with external stakeholders such as clients, brokers, service provider
Process and administer correct reflection of client inquiries in our systems and handle credit documents administration throughout their entire lifecycle (issuance, amendments, cancellation, invoicing)
Support the underwriting and renewal processes in analysis, development, and evaluation of documents, such as underwriting files, master risk agreements and preparing policies or cover notes as draft
Collaborate globally with other team members and our service provider to ensure best client service to our credit clients and brokers
Analyze and identify premium and fee discrepancies and determine appropriate measures
About the Team
Credit & Surety Operations is an emerging team redefining into a trusted partner, closely collaborating with the global Credit & Surety business teams. With passion, as well as our service and customer orientation we strive for high customer satisfaction and help the business to achieve its profitable growth aspiration. Our team is acting across many locations in Europe, Asia Pacific, as well as North and Latin America and represents a network of operational experts.
Our team is continuously improving and evolving the Operating model and is striving to standardize and improve the processes to offer best market services.
About You
You are aware of the importance of clients, understand their needs and are passionate to work with them in order to meet or exceed their expectations. You like to take personal ownership for your day-to-day responsibilities, do not need close supervision and are able to set the right priorities in the context of the business.
You are a true team player, are passionate in sharing your expertise and help others to grow.
You are building and maintaining effective working relationships with peers, both internally and externally.
You appreciate working with global intercultural teams.
You perceive change as an opportunity rather than a threat and enjoy shaping the future.
You always look for opportunities for improvement and develop practical solutions. Obstacles cannot stop you, but let you find ways to overcome them.
Essentials
You have obtained first experience in area with financial intuitions or corporates credit products, preferably in an international bank, broker and or insurance company
Previous experience in client facing servicing role, preferably in finance environment
Completed commercial education preferably banking specialist or bachelor studies in economics or associates degree or job experience equivalent
Basic knowledge and understanding of Trade Finance and/or intl. Guarantee business
Familiar with KYC, AML procedures and sanctions, commercial and company law
Proficiency in English language, reading, written and verbal, is a must (B2 or higher)
Demonstrate good digital literacy and experience with Microsoft Office. SWIFT knowledge for documentary business is a plus.
Demonstrate proficiency in intermediate level math, administrative and clerical procedures including handling files and records, general economic and accounting principles, and processes for providing customer service
Nice to have
Experience with Credit Insurance business, including Bank Trade Finance, Trade Credit Insurance, Commodity Finance and Political Risk Insurance lines
Knowledge of additional languages of relevant markets (French, German)
Take the next step in your career and do not hesitate to apply! We are looking forward to reviewing your application.
As this role requires regular communication in English, please make sure to submit your application and CV in English language.
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