Job Description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $69,000.00 and $85,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

The Fund Finance Credit Control team within Credit Portfolio Management is seeking a Credit Control Coordinator to support the operational activities of the team. This coordinator-level position is responsible for application processing, portfolio administration, reporting, workflow management, and general team support.

This role is best suited for an individual who is highly organized, detail-oriented, and motivated to deliver accurate, timely work in a fast-paced environment. The ideal candidate demonstrates a strong aptitude for learning, problem-solving abilities, self-motivation, and a proactive, team-oriented mindset. Relevant education, training, or work experience is beneficial; however, demonstrated learning agility, attention to detail, organizational effectiveness, and a strong work ethic are the primary factors for success in the role.

The Coordinator will be responsible for managing a high volume of administrative and operational tasks while maintaining strict attention to detail and meeting established deadlines. The successful candidate must be comfortable working within defined procedures, balancing multiple priorities, and collaborating effectively with team members and stakeholders across the organization.

Many responsibilities within this role are highly time-sensitive and require active monitoring throughout the business day. The Coordinator is expected to take ownership of workflows from initiation through completion, proactively tracking application status, following up on outstanding items, and ensuring matters continue to progress without unnecessary delays. Success in the role requires responsiveness, strong prioritization skills, and the ability to remain engaged with multiple transactions as they move through various stages of the review and approval process.

Position Scope and Career Expectations

This position is designed as a coordinator-level operational support role focused on the accurate and efficient execution of established processes. Success in the role is measured through reliability, accuracy, responsiveness, attention to detail, and the ability to manage a high volume of work within defined procedures and timelines.

Given the transaction-driven nature of the work, the role requires active ownership of applications and requests from initiation through completion. The Coordinator must regularly monitor workflows throughout the business day, respond to requests in a timely manner, follow up on outstanding items, and coordinate with stakeholders to ensure applications progress through required review and approval stages within established service expectations. The ability to manage deadlines, escalate issues promptly, and maintain continuous oversight of assigned workflows is essential.

This position is designed as a stable coordinator-level operational role with a consistent scope of responsibilities. While employees are encouraged to develop expertise and proficiency within the position, advancement opportunities would be dependent upon changes in business needs, organizational structure, available positions, or a material expansion of role responsibilities.

Role Objectives: Delivery

1. Monitor group email inboxes and workflow queues, logging, tracking, and routing incoming requests to appropriate stakeholders.
2. Gather, organize, and maintain required documentation to support application review and processing.
3. Accurately capture and input financial information into bank-approved templates and systems, processing applications in accordance with established guidelines, procedures, and policies.
4. Review application data at various stages of the process to ensure completeness, accuracy, and compliance with internal standards and documentation requirements.
5. Monitor and actively manage the status of applications throughout the approval lifecycle, following up with relevant stakeholders, identifying bottlenecks, and escalating issues as necessary to ensure applications continue progressing toward approval within required timeframes.
6. Prepare and distribute recurring reports, including but not limited to quarterly collateral reporting, monthly compliance reporting, and other departmental reporting requirements.
7. Maintain organized records and documentation related to applications, reporting, and portfolio activities.
8. Support operational initiatives and provide general administrative assistance to team members as required.

Qualifications and Skills

• Demonstrated ability to quickly learn and apply knowledge related to credit analysis, subscription-secured finance, regulatory requirements, compliance frameworks, internal systems, and bank policies.
• Ability to manage high-volume data entry and repetitive processing tasks while maintaining exceptional accuracy, attention to detail, and adherence to deadlines.
• Strong organizational and time-management skills, with the ability to prioritize multiple tasks and manage competing deadlines.
• Demonstrated ability to manage time-sensitive workflows that require ongoing monitoring, proactive follow-up, and coordination among multiple stakeholders.
• Effective verbal and written communication skills, with the ability to build positive working relationships with team members and stakeholders.
• Strong problem-solving skills and a proactive approach to completing assigned responsibilities.
• Demonstrated commitment to operational excellence, process discipline, and continuous improvement.
• Ability to work effectively in a fast-paced environment while adapting to changing business priorities and requirements.
• Team-oriented mindset with a willingness to support the broader group and contribute wherever needed.
• Proficiency in Microsoft Office applications, particularly Excel, Outlook, Word, and PowerPoint.
• High level of professionalism, dependability, accountability, and attention to detail.

Additional Requirements

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.