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East West Bank Client Services Account Mgr in New York, New York

Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.

Our Commercial Cross Border Banking team is looking for a seasoned Account Services Manager to join the team.

  • Assist RMs with the new account openings

  • Assist RMs with existing account service inquires and issues

  • Assist PMs with commercial loans maintenance

  • Work with loan monitoring on set up of financial reporting/covenant requirement in the system

  • Pull out raw data and create financial tickler exception report and ILM post-closing report for team review on weekly basis

  • Run comprehensive Management Report via CASH Track

  • Obtain required financial reports per loan agreements

  • Spread financial statements for both prospects and existing customers

  • Complete covenant tests for existing customers

  • Submit wavier/extension request via FRCE

  • Perform due diligence reports via vendor platform such as UCC search, Lien Search, Good Standing certificate, Business/Consumer Experian, Google Search, OFAC Search etc

  • Collect good faith deposits via Smartfee tracker system

  • Complete risk rating test in excel model per guidance based on latest financial spread

  • Input information into CCR system according to completed Narrative, Signed Term Sheet, Approved Pricer and Rate Lock Sheet, appraisal, environmental report, etc.

  • Upload all required attachments and generate/merge final report

  • Submit for Loan Documentation via ILM

  • Prepare extension letters to the borrowers

  • Prepare waiver letters to the borrowers

  • Work with closing team (outside counsel, if applicable) to clear pending items until closing transactions

  • Minimum 5+ years of account services experience

  • Must be bilingual (Mandarin)

  • Working experience in China preferred

  • Strong knowledge of EWB new account opening process, compliance requirements, and commercial account structures

  • Ability to manage high-volume, time zone difference in a timely manner

The base pay range for this position is USD $26.00/Hr. - USD $35.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Requisition ID: 2022-9806

Street: 535 Madison Avenue, 8th Floor