Senior Officer, Specialist, Wealth Management Operations, Consumer Banking Ops, Technology & Operations
Summary
Oversee daily lending operations for wealth management products, including loan processing, disbursements, and compliance checks in a consumer banking environment.
- Support daily lending operations, including loan drawdown, repayment, maintenance, and system processing.
- Process and support various lending products, including Trust Lending, Insurance Policy Premium Financing, and Lombard Lending.
- Perform loan booking, disbursement, and related operational activities in accordance with internal procedures.
- Conduct Customer Due Diligence (CDD) checks and validate lending limits and collateral requirements.
- Prepare operational reports and ensure data accuracy and completeness.
- Ensure timely and accurate execution of lending transactions and maintenance of related documentation.
- Participate in system testing, process improvement initiatives, and operational projects when required.
Location:
Taipei Hub - 13FJob:
OperationsSchedule:
RegularEmployee Status:
Full time