Job Description
Summary
The purpose of this job is to support the Pilot Company's Energy Trading, Marketing and Logistics platform within the Credit and Trade Finance department to include ongoing project management, research and analysis, counterpart onboarding, system administration, coordination on daily credit and collateral process management and performance of trade surveillance and credit limit guidance.
Essential Functions
- Complete credit scoring, analysis, and reviews in support of the credit limit approval process and in line with the credit policy.
- Maintain the credit and collateral system of record including counterpart information, contacts and onboarding documentation, credit ratings, parent guarantees, letters of credit, family hierarchies, and trade credit insurance.
- Work with the Manager, Commercial Credit and Trade Finance, to build, maintain and improve credit scoring models and review templates.
- Build reporting layouts within the credit system to manage daily credit tasks and support periodic commercial and senior management reporting.
- Manage daily trade reports and distribute approved trading list to desk or business line commercial & cross functional teams.
- Support the Compliance team on all know your customer (“KYC”) requirements.
- Onboard all external legal trading entities including counterparts in compliance with the current onboarding policies and procedures.
- Support the Manager, Commercial Credit and Trade Finance, on strategic initiatives including trade credit insurance, Moody’s Analytics, systems initiatives and transformations, and other projects as needed.
- Model behaviors that support the company’s common purpose; ensure guests and team members are supported at the highest level.
- Complete other duties as assigned.