Analyst - Loan Syndication

Prior experience with Loan IQ is a mandatory requirement. The role also requires alignment with EST working hours .

Purpose

To support the Agency & Trustee Services business (Corporate Finance) in the operational / middle office management and efficient oversight and execution of bespoke transactions acting as the Facility Agent, Security Trustee, Intercreditor Agent, Escrow Agent, Account Bank, USPP Paying Agent or Note Registry services. Such transactions are originated within Corporate & Institutional Banking and Corporate Finance.

To ensure work is dealt with efficiently and accurately, in accordance with transaction documentation, policies and procedures in order to provide Stakeholders / colleagues and customers with a cost effective and efficient best practice.

Key Accountabilities :

• Work closely to support the Agency Relationship Managers to provide a seamless service to Borrowers and Syndicate Lenders;
• Monitor, respond to and action all requests received in a timely and professional manner and escalate to Manager and Senior Manager in a timely manner where required;
• Adhere to processes and procedures pertinent to role including performing all controls associated with processes to minimise errors and rework;
• Escalate events, issues or breaches as they are identified and encourage team members to do so also (risk accountability forms part of all roles, as everyone is responsible for managing risk and compliance);
• Administer externally facing website, Debt Domain, throughout the lifecycle of deals;
• Process Transfer certificates / Secondary Trading requests;
• Coordination of AML / KYC on Lenders entering a Syndicated deal via a Secondary Trade, New Deal and any Refinancing&aposs;
• Monitor Agency PPS mailbox, maintain register and action emails in line with regulatory requirements;
• Co-ordinate requests to issue, amend or cancel contingent liabilities such as Bank Guarantees and Letters of Credit;
• Responsible for documentation distribution, storage, recall and maintenance of the security documents register;
• Co-ordinate requests to set up new, perform amendments or terminate bank accounts and term deposits controlled by Agency and Trustee Services;
• Co-ordinate minor administration related consent requests on behalf of the Agent;
• Co-ordinate execution and delivery of original documents including printing multiple copies of documents and arrangement of courier delivery;
• Completion of New and Terminated facility checklists and completion of the Deal Review process;
• Attend Stakeholder Meetings where required on behalf of the Agency Services Team
• Customer : timely resolution of requests / delivery against SLAs with minimal rework and errors
• People : contribution to engagement activities and team meetings, improved team engagement and increase agility (cross- skilling) between teams.
• Strong rigor around operational excellence, consistent productivity and good use of diverted time.
• Strong adherence to risk and controls frameworks to minimise risk events
• Contribution to deliver process improvements that improve customer service while reducing cost.

Required Experience-

7 years

Essential capabilities

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Skills Required

Loan Iq, Rtgs, Swift