UnitedLex - Principal Loan Closer - Trade Settlement Operations

Principal Loan Closer - Trade Settlement Operations is a global data and professional services company delivering transformative legal, business, and technology solutions. With a strong presence across multiple regions, UnitedLex partners with Fortune 500 corporations, law firms, and financial institutions to optimize operations through data mastery, legal expertise, and cutting-edge digital innovation.

Our mission is to redefine how legal and financial services operate driving measurable value, compliance excellence, and performance transformation through analytics, process optimization, and technology enablement.

UnitedLex is committed to maintaining the highest standards of data privacy and security. The organization adheres to ISO 27001 : 2022 standards and has implemented 92 controls under the Information Security Management System (ISMS) across global offices to ensure client and data integrity.

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About the Role :

The Principal Loan Closer will play a critical role in managing and executing primary and secondary syndicated loan trades, ensuring seamless and accurate settlements in accordance with market standards. This position demands deep expertise in Loan Syndication, Trade Settlement, and Loan IQ operations, along with the ability to analyze, reconcile, and manage complex financial transactions in a fast-paced environment.

The role requires collaboration with internal and external stakeholders globally to maintain service excellence and ensure compliance with performance benchmarks.

Key Responsibilities :

Loan Operations & Settlement

• Execute and settle primary and secondary syndicated loan trades in LoanIQ through the detailed review of ClearPar funding memos.
• Process end-to-end loan-related activities such as drawdowns, borrowings, rollovers, conversions, and interest / fee payments.
• Review and validate trade economics in ClearPar, ensuring all trade data is accurate and up to date.
• Process loan lifecycle events related to trade settlement, ensuring adherence to all internal controls and market standards.
• Verify and manage all Standard Settlement Instructions (SSIs) before trade settlement.
• Identify, investigate, and resolve cash breaks, trade discrepancies, and reconciliation issues on a timely basis.

Stakeholder Management

Process Excellence & Compliance

Data Management & Reporting

Key Requirements :

Education : Bachelors degree in Finance, Accounting, Economics, Business Administration, or a related field.

Experience : Minimum 4 years of relevant experience in loan closing, syndicated loan operations, or trade settlement within a banking, financial services, or consulting environment.

Technical Strong expertise in Loan Syndication and Trade Settlement processes.

Analytical & Soft Skills :

Why Join UnitedLex :

(ref : iimjobs.com)