Global Operations Specialist Credit

hace 2 días

Madrid, Madrid, España Swiss Re A tiempo completo
About the Role

We are seeking a skilled Global Operations Specialist Credit to join our team at Swiss Re. As a key member of our Credit and Surety Operations team, you will play a critical role in supporting our underwriters in Trade Finance, Commodity Finance, Project Infrastructure, and Portfolio Solutions.

Key Responsibilities
  • Closely interact and coordinate with internal stakeholders in Operations and Underwriting located in various regions and markets globally, as well as with external stakeholders such as clients, brokers, and service providers.
  • Process and administer correct reflection of client inquiries in our systems and handle credit documents administration throughout their entire lifecycle (issuance, amendments, cancellation, invoicing).
  • Support the underwriting and renewal processes in analysis, development, and evaluation of documents, such as underwriting files, master risk agreements, and preparing policies or cover notes as draft.
  • Collaborate globally with other team members and our service provider to ensure best client service to our credit clients and brokers.
  • Analyze and identify premium and fee discrepancies and determine appropriate measures.
About the Team

Our Credit & Surety Operations team is an emerging team redefining into a trusted partner, closely collaborating with the global Credit & Surety business teams. With passion, as well as our service and customer orientation, we strive for high customer satisfaction and help the business to achieve its profitable growth aspiration.

About You
  • You are aware of the importance of clients, understand their needs, and are passionate to work with them in order to meet or exceed their expectations.
  • You like to take personal ownership for your day-to-day responsibilities, do not need close supervision, and are able to set the right priorities in the context of the business.
  • You are a true team player, are passionate in sharing your expertise, and help others to grow.
  • You are building and maintaining effective working relationships with peers, both internally and externally.
  • You appreciate working with global intercultural teams.
  • You perceive change as an opportunity rather than a threat and enjoy shaping the future.
  • You always look for opportunities for improvement and develop practical solutions.
  • Obstacles cannot stop you, but let you find ways to overcome them.
Essentials
  • You have obtained first experience in an area with financial institutions or corporates credit products, preferably in an international bank, broker, and/or insurance company.
  • Previous experience in client-facing servicing role, preferably in a finance environment.
  • Completed commercial education, preferably banking specialist or bachelor studies in economics or associates degree or job experience equivalent.
  • Basic knowledge and understanding of Trade Finance and/or international Guarantee business.
  • Familiar with KYC, AML procedures, and sanctions, commercial and company law.
  • Proficiency in English language, reading, written, and verbal, is a must (B2 or higher).
  • Demonstrate good digital literacy and experience with Microsoft Office.
  • SWIFT knowledge for documentary business is a plus.
  • Demonstrate proficiency in intermediate-level math, administrative, and clerical procedures, including handling files and records, general economic, and accounting principles, and processes for providing customer service.

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