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Corporate Officer Bilingual German/English

New York, NY | Direct Hire

Post Date: 10/04/2017 Job ID: 12080 Industry: Credit Administrator, Loan Administrator, Portfolio Administrator

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The Corporate Officer is responsible for loan closing, loan portfolio administration and marketing support of the Corporate Desk.  Coordinating and assisting the Relationship Managers and Group Leader in their day-to-day credit documentation, portfolio management, business development as well as operational functions as they relate to the department.

  • Coordination of Loan Closing, drafting of standard Loan Agreements, SBLC Issuance, assistance for all customer groups, i.e., Middle Market, multinational, syndicated and Project Finance credit facilities (coordinate loan/Iegal documentations, set up legal and credit files);
  • Assist RMs with closing items, i.e. admin. details, Operational Memos, tax, forms, Commitment Letters and general customer correspondence;
  • Liaise between Corporate Desk and other Departments locally and abroad;
  • Assistance to the GL and the RMs with respect to marketing initiatives, preparation of meetings, call report filings;
  • Customer correspondence and interaction in close coordination with RMs in English/German;
  • Onboarding of new Corporate Desk customers in our Onboarding Tool and maintenance of on-boarded Corporate Desk customers;
  • Portfolio Administration / Loan Rollovers, FX liaison functions with assistance of Termindatei,  FX Datei, Midas and ORF systems;
  • All Customer Support functions including but not limited to telephone contact with customers and head office, i.e. FX Dept., German branches, LRP, Sachsenbank and Sparkassen;
  • General assistance to the Department in all areas, including marketing;
  • Regular updating of customer mailing list allow for accurate information on file for rollovers and marketing purposes;
  • Reports as required for the department;
  • Back-up for Account Officers;
  • Prepare and/or assist with the preparation of group or customer presentations.


  • Experience as a banker, documentation or loan portfolio administrator
  • Good knowledge of banking and banking functions
  • Very good computer skills, i.e. MS Word, Excel, Outlook etc.
  • Good verbal and written bilingual communication skills German/English
  • Excellent organizational and time management skills
  • Be able to work well under pressure and independently
  • Be able to learn and apply new tasks as required by the department
  • Be able to prioritize work in order of importance for the dept.
  • Attention to detail and problem solving skills
  • Trustworthy, pleasant personality and genuine interest in assisting customers
  • Goal and profit oriented


  • Bachelor’ s degree in business, economics, or related field.


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Dan McNichol

Dan McNichol comes to Adams Consulting Group with more than 22 years in the banking and software industries. Dan also has over 15 years in the recruiting industry, in which includes a previous association with Len Adams at KPA Group. As a banker Dan started his career with Manufacturers Hanover Trust Co. as a management trainee in the International Funds Transfer Division. He eventually moved on to two regional banks where he ran various international operations groups including Letter of Credit, Collections, FX and Funds Transfer. During his tenure with National Community Bank (n/k/a Bank of New York), Dan was part of team that assisted in the trade services group migration from a manual to an automated environment. The opportunity to expand his technical skills provided an ensuing opportunity to move to the vendor side of trade services. As a recruiter, Dan has been involved with searches on behalf of financial organizations from small retail neighborhood banks to prime foreign and U.S. banks seeking mid- to senior-level managers in disciplines involving compliance, international, retail, credit, lending and operations.

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