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MUFG Union Bank Customer Statements-Custodian Analyst in Trenton, New Jersey

Customer Statements-Custodian Analyst - 10043408-WD


Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2020).In the Americas, we’re 13,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We’re a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.

Customer Statements-Custodian Analyst

Job Summary :

This analyst position will mainly reside in the Statements unit especially January through June during seasonal activity (January and April being the busy months where time off is limited). In general, Client’s dealing with MUFG Bank., Ltd. are audited by a third party and that their party requires an independent statement delivered from MUFG. The Statement team is responsible for sending these ad hoc statements. This Analyst position will be focused on mainly Agented type transitions, other type products, such as loans, deposits and derivatives, customer inquiries as well as support the streamlining of new reporting. This position will be the second in line with this unit of 5, not including 4 vendor supporting staff. This position will also partner with our Data Custodian team, where understanding and quality checking will be required and at times, perform certifications. This team validates key data elements (KDE) that effect liquidity and regulatory reporting. Although most of the Statements and Custodian process is outsourced, this position will bridge the gap for more complex questions and support the onshore team.

Major Responsibilities :

  • Support the balance confirmation mailbox by performing the statement send process, logging and/or delegating Agented and other type confirmations. Partner with unit lead to support where and when necessary.

  • Train and educate team on complex requests.

  • Close gaps on communication delays by quickly understanding the client’s ask and knowing the lines of business for product support which applicable. Support team with this understanding.

  • Review the accuracy of KDE Certification templates as submitted by Offshore Data Custodians for both MUBK and MUB and at high volume times support with certifications.

  • Assist in identifying improvements and streamlining the processes for both Statements and Custodian. Lead report changes leveraging the systems division.

  • Work with management, quality teams and lines of business to support trends and issues that arise. Building relationships where broken or unclear.

  • Assist when applicable to perform Audit of Post Boarding from MUB and MUBK Post Boarding team, including review and support failed KDE reviews.


Skills & Experience :

  • Minimum of 4 years with Loan Operations experience and/or Documentation/Administration experience. Specific to Syndicated/Agented trading.

  • Excellent oral and written communication skills.

  • PC skills are required, especially Microsoft Office applications.

  • Ability to work independently with little oversite

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Job : Operations

Primary Location : NEW JERSEY-Trenton

Job Posting : May 3, 2021, 9:59:07 AM

Shift: : Day

Schedule: : Full Time

Req ID: 10043408-WD