Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Finance Documentation Officer

UOB

  • # Investment Finance Documentation OfficerApplyremote type: Onsitelocations: Central Region (City Area)time type: Full timeposted on: Posted 16 Days Agotime left to apply: End Date: September 7, 2026 (30+ days left to apply)job requisition id: JR62311Company: 1011 United Overseas Bank Ltd **About UOB**United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.**Job Description**Assist Team Lead in managing and coaching the Credit Documentation Team. Prepare credit & security documentation (Lombard, Mortgage, Insurance, Single Stock etc) based on approved parameters. Ensure all approved terms are correctly reflected in the documents. Ensure all documentation are in order before releasing to Senior Client Advisors for client's acceptance / issuance to client. Check all returned documentation to ensure that it is in order (ie. All necessary documents are signed, signatures are duly verified, all pages returned and there are no amendments to the documents etc. If necessary, perform registration of charge(s). Be able to liaise independently with legal, compliance and other stakeholders on documentation issues and to negotiate clauses and protecting the Bank's interests vs client's requests. Obtain/renew/maintain master legal opinion for existing & new jurisdictions. Be the subject matter expert in documentation and represent the team/department on related matters/projects. Maintain templates of all credit & security documents.RequirementsMinimum 5 years (AVP) or 8 years (VP) of experience in Private Bank credit documentation Good command of the English language and understanding of the Private Bank business so as to be able to work on documentation templates and be able to negotiate with internal & external legal counsels. Be able to work independently & take initiative Is aware of cross-border requirements## **Additional Requirements**Develop, Engage, Execute, StrategiseBe a Part of the UOB FamilyUOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
  • J-18808-Ljbffr UOB

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Finance Documentation Officer in Oklahoma City, OK vacancy
  • $90k - $110k

    Overview The Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset management and...  ...a new transaction, and another day analyzing leases or loan documents to summarize various requirements, controls, etc. Preparing and... 
    Suggested
    Immediate start

    WS Development

    Oklahoma City, OK
    4 days ago
  •  ...Chief Operating and Digital Officer, this position provides financial...  ...leadership can prioritize investments, manage risk, and ensure...  ...This role serves as a key finance resource within Operations Administration...  ...and timely, with clear documentation of methodology, assumptions,... 
    Suggested
    Full time

    MidFirst Business Credit, Inc.

    Oklahoma City, OK
    2 days ago
  • $180k - $200k

     ...detailed analysis, quantifiable supporting documentation, and thorough justification for all...  ...preparations, Spring Program Reviews, Investment Budget Review, Program Management Reviews...  ...characteristics. Establish a program office point of contacts list to accurately develop... 
    Suggested
    Contract work
    Work at office

    Deltek Talent Management

    Oklahoma City, OK
    1 day ago
  • $100k - $130k

     ...planning across acquisitions, minority investments, and/or divestitures. Responsibilities...  ...costs, and synergies are captured and documented within HR M&A standard work and formal...  ...Bachelor's degree in Mathematics, Statistics, Finance, HR, or a related field. Experience... 
    Suggested
    Remote work
    Flexible hours

    Veralto

    Oklahoma City, OK
    3 days ago
  •  ...gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has...  ...JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or... 
    Suggested
    Full time
    Traineeship
    Summer work
    Immediate start
    Visa sponsorship

    Chase

    Oklahoma City, OK
    3 days ago
  • $94.59k - $218.48k

     ...Organization (ATO) and the Office of NextGen (ANG). We are seeking...  ...is seeking highly skilled Investment Planning and Analysis...  ...Plan and Business Case Summary documentation and Exhibit 53. Facilitate...  ...field (such as accounting, finance, etc.). Mathematics, Statistics... 
    Permanent employment
    Full time
    Contract work
    Part time
    For contractors
    Work experience placement
    Work at office
    Local area
    Remote work
    Worldwide
    Shift work

    Noblis

    Oklahoma City, OK
    13 hours ago
  • $50 - $60 per hour

     ...area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals...  ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Warr Acres, OK
    more than 2 months ago
  • $50 - $60 per hour

     ...area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals...  ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Bethany, OK
    more than 2 months ago
  • $85k - $95k

    Middle Office & Accounting Analyst Purpose of Role: The Middle Office & Accounting Analyst...  ...and controls, mitigating pricing risks and documenting enhancements to the framework. Incorporate relevant information into investment valuations to reflect fair value. Calculate... 
    Work at office
    Local area

    Man Group

    Oklahoma City, OK
    2 days ago
  • $50 - $60 per hour

     ...area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals...  ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Midwest, OK
    a month ago
  • $25 - $27 per hour

     ...processes and new hire onboarding activities. Prepare and distribute weekly and monthly payroll reports, billing invoices, and related documentation. Support Human Resources with FMLA administration, wage garnishments, employee time tracking, and other payroll-related... 

    Addison Group

    Oklahoma City, OK
    3 days ago
  •  ...partners closely with Human Resources and Finance to ensure alignment on employee data,...  ...payroll audits by providing accurate documentation and reports Reconcile payroll reports and...  ...century of listening to our customers, investing in our people, and refusing to settle... 
    Temporary work
    For contractors
    Local area
    Flexible hours

    M-D Building Products

    Oklahoma City, OK
    1 day ago
  • $54k

     ...A Career with Purpose The Office of Juvenile Affairs (OJA) is in search of a Payroll Specialist. This position will process payroll...  ...discrepancies. Reviews, approves, and processes payroll-related documents and transactions, including changes to tax status, voluntary deductions... 
    Full time
    Work at office
    Trial period
    Flexible hours
    Shift work

    Oklahoma Office of Juvenile Affairs

    Oklahoma City, OK
    3 days ago
  • $25 - $30 per hour

     ...email requests, update adjustment sheets, and maintain proper documentation. · Payroll Processing Execute labor batch processing within the...  ...tasks under tight deadlines. Proficiency in Microsoft Office applications, particularly Excel, is essential. The role requires... 
    Full time
    Contract work
    Work at office
    Remote work
    Flexible hours
    Weekend work
    Day shift
    Afternoon shift

    DNI (Delaware Nation Industries)

    Oklahoma City, OK
    3 days ago
  • $50k - $63k

     ...shapes the industry and informs investment Intelligence and advice that...  ...based in our Auburndale, MA office. We are seeking a highly...  ...in Xactly to ensure accuracy Document processes and contribute to SOPs...  ...functionally with Sales Ops, Finance, and HR during the transition... 
    Work experience placement
    Work at office
    Local area
    Remote work
    Work from home
    3 days per week

    Informa Group Plc.

    Oklahoma City, OK
    3 days ago
  •  ...evaluate new opportunities. This is not a back-office reporting seat. You’ll sit at the intersection of our Commercial, Finance, and Operations teams, with regular exposure...  ...of experience in oil & gas, energy trading, investment banking, consulting, or a comparable... 
    Contract work

    Flywheel Energy LLC

    Oklahoma City, OK
    2 days ago
  • $41.71k - $49k

     ...recommend alternative channels and provide personal banking and investment advice. Meets customer transaction‑based needs with seamless...  ...business strategy, protect assets, and adhere to applicable policy documents, laws, and regulations. Qualifications Typically between 1–2... 
    Part time
    Local area
    Day shift

    Koitecc Solutions

    Oklahoma City, OK
    5 days ago
  • $17 - $24 per hour

     ...standard operating procedures for all accounting services processing. Document correspondence and scan mailings in appropriate WatersEdge...  ...faith and practice. Working Environment Generally works in an office environment but may occasionally be required to perform job... 
    Hourly pay
    Part time
    Work at office

    WatersEdge

    Oklahoma City, OK
    4 days ago
  • $41.71k - $49k

     ...alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless...  ...strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents... 
    Part time
    Day shift

    Bmo

    Warr Acres, OK
    2 days ago
  • Founded in 2010, Warwick Investment Group is a SEC‑registered investment...  ...members and advisors across offices in Oklahoma City, Dallas,...  ...Assist with audit documentation and financial statement support...  ...Bachelor’s degree in accounting, finance or related field 5+ years of... 
    Work at office
    Work from home

    Warwick Investment Group

    Oklahoma City, OK
    3 days ago
  •  ...hybrid work schedule (4 days in office and 1 day working from home)...  .... Assist with audit documentation and financial statement support...  ...Bachelor’s degree in accounting, finance, or a related field. 5+...  ...and digital workflows. #J-18808-Ljbffr WARWICK INVESTMENT GROUP LLC
    Full time
    Work at office
    Work from home

    WARWICK INVESTMENT GROUP LLC

    Oklahoma City, OK
    4 days ago
  • $25.5 - $36 per hour

     ...within deadlines Proficient in Microsoft Office Ability to provide community services,...  .../activities as necessary Ensures documentation that is prepared/completed is accurate...  ...Our Total Rewards package reflects the investments we make in our colleagues to help them... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group (TD)

    Oklahoma City, OK
    13 hours ago
  •  ...hybrid position (4 days in office and 1 day working from home)...  ...Support external audits providing documentation and explanations as needed...  ...’s degree in accounting, finance or related field. CPA certification...  ...complex financial data. #J-18808-Ljbffr Warwick Investment Group
    Full time
    Work at office
    Work from home

    Warwick Investment Group

    Oklahoma City, OK
    1 day ago
  •  ...Chief Investment Management Officer (CIMO) About the Company Rapid-growing cryptocurrency investment & trading company Industry Investment Management...  ...of driving the company's growth to meet its ambitious AUM targets. Travel Percent Less than 10% Functions Finance... 
    Work at office

    Confidential

    Oklahoma City, OK
    3 days ago
  •  ...conditions to provide insights for decision‑making. Evaluates investment opportunities or potential mergers and acquisitions by conducting...  .... Physical Demands Work is primarily performed in an office/warehouse setting. Regularly required to use hands to finger, handle... 
    Full time
    Temporary work
    For contractors
    Work at office
    Immediate start

    Chickasaw Nation Industries, Inc.

    Oklahoma City, OK
    3 days ago
  • $100k - $125k

     ...Company Overview We are an OKC based investment group seeking a Senior Corporate Accountant...  ...information and preparing requested documentation. Implementing and maintaining internal...  ...Qualifications Bachelor’s degree in Accounting, Finance or related field. A Master’s degree or... 
    Summer work
    Local area
    Work from home

    Jobot

    Oklahoma City, OK
    1 day ago
  • $22.5 - $29 per hour

     ...problem solving Proficient in Microsoft Office Notary License (Preferred) Customer...  ...transactions/activities as necessary Ensures documentation that is prepared/completed is accurate...  ...Our Total Rewards package reflects the investments we make in our colleagues to help them... 
    Work at office
    Local area
    Flexible hours

    TD Bank Group (TD)

    Oklahoma City, OK
    2 days ago
  •  ...problem solving* Proficient in Microsoft Office* Notary License preferred**Customer...  ...required controls, critical dates and accurate documents* Applies customer authentication...  ...*Our Total Rewards package reflects the investments we make in our colleagues to help them and... 
    Temporary work
    Work at office
    Local area
    Work from home
    Flexible hours
    Afternoon shift

    TD Bank

    Oklahoma City, OK
    3 days ago
  • $102.3k - $140k

     ...do you. About the Role As a Sr Financial Analyst - Strategic Finance, you will help drive UKG’s most important strategic and financial...  ...that shape long-range planning, value creation, investment prioritization, and executive decision-making. This role is ideal... 
    Shift work

    UKG (Ultimate Kronos Group)

    Oklahoma City, OK
    13 hours ago
  •  ...financial decisions and developing strategic insights to guide long-term planning and investment priorities. The ideal candidate will have 4-6 years of experience in strategic finance and strong analytical skills, along with proficiency in financial modeling using Excel... 
    Flexible hours

    UKG (Ultimate Kronos Group)

    Oklahoma City, OK
    13 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Finance Documentation Officer. Be the first to apply!