Vice President, Institutional Banking

Fubon Bank (Hong Kong); Hong Kong; On-site; HKD 600,000 - 800,000; Full time

Job summary

Fubon Bank (Hong Kong) seeks an experienced Transaction Documentation Specialist to coordinate the preparation, signing, and handover of credit documentation to operations. You will liaise with Legal, Credit, and other stakeholders to progress transactions, prepare facility letters, verify signing authorities, and monitor conditions precedent and post-completion undertakings.

A degree in law, banking, or finance and about 5–10 years in banking documentation is preferred; strong attention to

Qualifications

• Degree in law, banking, finance, business or a related discipline, or equivalent relevant professional experience.
• Approximately 5–10 years’ relevant experience in banking transaction documentation, credit administration, loan operations or transaction execution, preferably with a banking and/or legal background.
• Experience supporting the credit approval process and handling facility and security documentation, signing requirements, conditions precedent and drawdown arrangements.
• Familiarity with corporate lending transactions and the operational requirements of a banking environment; experience with Hong Kong transactions is preferred.
• Strong attention to detail, organisational skills and ability to manage multiple transactions and deadlines.
• Sound judgement in identifying issues and escalating them to the appropriate decision-maker.
• Strong communication skills and ability to work effectively with business teams, control functions, clients and external counsel.
• Proficiency in written and spoken English and Chinese; Cantonese and Putonghua capabilities are preferred.

Responsibilities

• Coordinate the transaction execution process from preparation of credit approval materials through documentation, signing, completion and handover to the relevant operational teams.
• Assist AOs in preparing and compiling credit applications, supporting documents and responses to approval conditions or queries; track approval status and outstanding requirements.
• Liaise with Legal, Credit, Operations, Compliance, external counsel and other relevant stakeholders to progress transactions and resolve execution issues.
• Prepare or coordinate facility letters and other transaction documents using approved templates and instructions; check commercial terms against credit approvals and identify discrepancies, non-standard provisions and proposed departures for review by the appropriate function.
• Coordinate client documentation requests and execution arrangements, including verification of signing authorities and completion formalities in accordance with internal requirements and Legal’s guidance.
• Maintain transaction checklists and monitor conditions precedent, outstanding documents, security perfection steps and post-completion undertakings, escalating delays or deficiencies promptly.
• Coordinate drawdown readiness and submission of completion materials to Operations, ensuring that required approvals and confirmations are obtained before release of funds.
• Maintain complete and orderly transaction records, document versions, approvals and audit trails in the designated systems.
• Provide regular updates on transaction progress, outstanding issues and target completion dates to AOs and the CBD team head.
• Help develop standardized checklists, workflows and reporting tools to improve execution efficiency and control quality.

Skills

Attention to detail

Organisational skills

Deadline management

Communication skills

English proficiency

Chinese proficiency

Education

Degree in law, banking, finance, business or related discipline

Job description

• Coordinate the transaction execution process from preparation of credit approval materials through documentation, signing, completion and handover to the relevant operational teams.
• Assist AOs in preparing and compiling credit applications, supporting documents and responses to approval conditions or queries; track approval status and outstanding requirements.
• Liaise with Legal, Credit, Operations, Compliance, external counsel and other relevant stakeholders to progress transactions and resolve execution issues.
• Prepare or coordinate facility letters and other transaction documents using approved templates and instructions; check commercial terms against credit approvals and identify discrepancies, non-standard provisions and proposed departures for review by the appropriate function.
• Coordinate client documentation requests and execution arrangements, including verification of signing authorities and completion formalities in accordance with internal requirements and Legal’s guidance.
• Maintain transaction checklists and monitor conditions precedent, outstanding documents, security perfection steps and post-completion undertakings, escalating delays or deficiencies promptly.
• Coordinate drawdown readiness and submission of completion materials to Operations, ensuring that required approvals and confirmations are obtained before release of funds.
• Maintain complete and orderly transaction records, document versions, approvals and audit trails in the designated systems.
• Provide regular updates on transaction progress, outstanding issues and target completion dates to AOs and the CBD team head.
• Help develop standardized checklists, workflows and reporting tools to improve execution efficiency and control quality.

Qualifications and Experience

• Degree in law, banking, finance, business or a related discipline, or equivalent relevant professional experience.
• Approximately 5–10 years’ relevant experience in banking transaction documentation, credit administration, loan operations or transaction execution, preferably with a banking and/or legal background.
• Practical experience supporting the credit approval process and handling facility and security documentation, signing requirements, conditions precedent and drawdown arrangements.
• Familiarity with corporate lending transactions and the operational requirements of a banking environment; experience with Hong Kong transactions is preferred.
• Strong attention to detail, organisational skills and ability to manage multiple transactions and deadlines.
• Sound judgement in identifying issues and escalating them to the appropriate decision-maker.
• Strong communication skills and ability to work effectively with business teams, control functions, clients and external counsel.
• Proficiency in written and spoken English and Chinese; Cantonese and Putonghua capabilities are preferred.