Transaction Manager, Loan Agency

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Overview:
Excellent opportunity for an individual with solid knowledge and experience of Loans Agency and related transactions, to join a large, global financial organisation.  The successful candidate will assist in managing a growing portfolio of business.  This role will entail managing the Facility and Security Agency function across an allocated portfolio of clients/transactions, including Real Estate, Direct Lending, Project Finance and Leveraged Finance deals.
 
Responsibilities include:      
  • Managing the Facility and Security Agency function across a varied portfolio of transactions, including (but not limited to) Real Estate, Direct Lending, Project Finance and Leveraged Finance deals.
  • Setting up new transactions using the internal Agency Management Monitoring Tool.
  • Reviewing loan documentation, ensuring that all operational requirements are aligned with the Company’s offering, and ensuring that sufficient protections and indemnities are documented.
  • Closing and managing complex transactions.
  • Managing and coordinating the waiver and amendment processes.
  • Managing and coordinating loan transfers between new and existing lenders.
  • Liaising with and registering/logging communications with borrowers, lenders and advisers etc.
  • Liaising with Loans Administration and Business Development departments, providing support to the Loans Administration department, as required.
  • Managing and coordinating relevant internal KYC requirements for new transactions.
  • Arranging and participating in meetings/conference calls, as required.
  • Ensuring that client responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines.
  • Monitoring/controlling compliance by the borrower of all agreed obligations, compulsory actions and milestones.
  • Assisting lenders in decision-making processes, as required.
  • Assisting in supporting and training less experienced team members.
  • Ad hoc duties.
Skills & experience required:
  • Previous experience of Loan Agency related transaction Management.
  • Previous experience of managing a portfolio of Facility and Security Agent deals.
  • Ability to understand and interpret a Facility Agreement and associated finance documents.
  • Ability to prioritise workload and meet agreed deadlines.
  • Ability to work as part of a team, as well as using own initiative.
  • Syndicated Lending experience and/or Loan Administration experience – Beneficial.
  • Strong communication skills.
  • Ability to work under pressure and to prioritise tasks accordingly.
  • Proficient with Microsoft Office Suite or related software.
  • Experience with Intralinks/Debtdomain or similar loans communication tools – Advantageous.