Loan Agency Senior Officer Job at Alter Domus (Dublin)

Loan Agency Senior Officer

The Loan Agency Team is responsible for external client service relating to new ...

Location

United Kingdom , London

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, accounting, business or economics or commensurate work experience
Ability to independently research and resolve complex problems
Ability to work closely with internal groups and external clients
strong communication skills
Demonstrated analytic skills, and a strong, proactive interest in learning and mastering new concepts
Strong Microsoft Excel skills and experience, or other loan research and analysis tools is an advantage
Experience working with syndicated loans, LMA documents, as well as trade claims.

Job Responsibility

Demonstrate detailed knowledge of the bank loan market in order to communicate with business and trading counterparties
Take a lead role in the trade settlement process of loan syndications, secondary loan trades, restructures, privates, and trade claims including funding and documentation matters
Maintain a strong knowledge of all relevant portfolios and deal related documentation to ensure controls are in place and that guidelines are adhered to
Act as primary point of contact for clients, possibly in an Account Manager role
Liaise with Administrative Agents with regard to KYC documentation, including administrative details
Act as mentor and resource for junior members of the team with ability to work toward building and management of team of closers
Interact with internal and external counterparts such as Portfolio Management, Attorneys, Compliance, Finance, Technology, Fund Administrators, Agent Banks, and Trading Counterparts/Brokers
Investigate and resolve closing and transactional issues, communicate all issues in a timely manner
Participate in the review of daily/weekly reports and metrics provided to clients to highlight status of trades and risks
Work in a dynamic team environment and participate in strategic initiatives

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

Loan Agency Senior Officer

The Loan Agency Team is responsible for external client service relating to new ...

Location

United Kingdom , London

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business or economics or commensurate work experience
Ability to independently research and resolve complex problems
Ability to work closely with internal groups and external clients
strong communication skills
Demonstrated analytic skills, and a strong, proactive interest in learning and mastering new concepts
Strong Microsoft Excel skills and experience, or other loan research and analysis tools is an advantage
Experience working with syndicated loans, LMA documents, as well as trade claims

Job Responsibility

Demonstrate detailed knowledge of the bank loan market in order to communicate with business and trading counterparties
Take a lead role in the trade settlement process of loan syndications, secondary loan trades, restructures, privates, and trade claims including funding and documentation matters
Maintain a strong knowledge of all relevant portfolios and deal related documentation to ensure controls are in place and that guidelines are adhered to
Act as primary point of contact for clients, possibly in an Account Manager role
Liaise with Administrative Agents with regard to KYC documentation, including administrative details
Act as mentor and resource for junior members of the team with ability to work toward building and management of team of closers
Interact with internal and external counterparts such as Portfolio Management, Attorneys, Compliance, Finance, Technology, Fund Administrators, Agent Banks, and Trading Counterparts/Brokers
Investigate and resolve closing and transactional issues, communicate all issues in a timely manner
Participate in the review of daily/weekly reports and metrics provided to clients to highlight status of trades and risks
Work in a dynamic team environment and participate in strategic initiatives

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Loan Agency Senior Officer

The Loan Agency Team is responsible for external client service relating to new ...

Location

United Kingdom , London

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business or economics or commensurate work experience
Ability to independently research and resolve complex problems
Ability to work closely with internal groups and external clients
strong communication skills
Demonstrated analytic skills, and a strong, proactive interest in learning and mastering new concepts
Strong Microsoft Excel skills and experience
Experience working with syndicated loans, preferably settlement of trades on par, distressed, LSTA and LMA documents, as well as trade claims

Job Responsibility

Demonstrate detailed knowledge of the bank loan market in order to communicate with business and trading counterparties
Take a lead role in the trade settlement process of loan syndications, secondary loan trades, CLO’s, restructures, privates, and trade claims including funding and documentation matters
Maintain a strong knowledge of all relevant portfolios and deal related documentation to ensure controls are in place and that guidelines are adhered to
Act as primary point of contact for certain clients, possibly in an Account Manager role
Liaise with Administrative Agents with regard to KYC documentation, including administrative details, tax and fund formation documents
Act as mentor and resource for junior members of the team with ability to work toward building and management of team of closers
Interact with internal and external counterparts such as Portfolio Management, Attorneys, Compliance, Finance, Technology, Custodians, Fund Administrators, Agent Banks, and Trading Counterparts/Brokers
Investigate and resolve closing and transactional issues and communicate all issues in a timely manner
Participate in the review of daily/weekly reports and metrics provided to clients to highlight status of trades and risks
Work in a dynamic team environment and participate in strategic initiatives

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Collateral Management Senior Officer

The Collateral Administration Associate plays a key role in managing and support...

Location

United Kingdom , London

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics, Accounting, or a related field
Minimum of 3+ years experience in Fund Financing, CLO Administration, Structured Finance, or a similar field
Strong analytical skills with experience in cash flow and position reconciliation
Proficiency in Excel, with advanced formula skills and the ability to interpret model calculations alongside the deal indentures
Excellent attention to detail, organisational, and time management skills
Strong communication skills with the ability to collaborate effectively across teams and with external stakeholders
Knowledge of fund financing deal indentures (e.g., Facility Agreements, Agency Agreements and Collateral Administration Agreements)
Experience with debt portfolio management or similar finance roles
Ability to adapt to a dynamic, deadline-driven environment and handle multiple priorities

Job Responsibility

Manage and oversee a portfolio of private fund financing deals
Perform daily reconciliations of cash flows and asset positions, verifying the accuracy of principal and interest payments ahead of monthly reporting and investor payment deadlines
Investigate and resolve post-trade breaks (e.g., paydowns, interest payments, PIK, fees) by liaising with Loan Administration teams, Asset Services, Trade Settlement, Trustees, and Agent Banks
Support trade settlement processes, ensuring accurate and compliant trade execution
Conduct calculations for various financial tests, including coverage, collateral quality, and portfolio profile assessments as stipulated by deal indentures
Maintain accurate deal models (Borrowing Base) with up-to-date data on portfolio positions, holdings, and cash flows to support reporting accuracy
Prepare monthly and quarterly reports for clients, ensuring data integrity and timely completion of deliverables as stipulated in the deal indentures
Provide key support for investment managers by running hypothetical scenarios on new advances and asset acquisitions, facilitating strategic decision-making processes
Oversee payments and foreign exchange transactions related to asset purchases, cash cleaning, and invoicing, ensuring precision and timeliness
Assist the team on onboarding new deals by helping setup new assets in Solvas as well as and populating global asset data to ensure the portfolio is up to date by the deal closing date

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Collateral Management Senior Officer

The Collateral Administration Associate plays a key role in managing and support...

Location

Ireland , Dublin

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics, Accounting, or a related field
Minimum of 3+ years experience in Fund Financing, CLO Administration, Structured Finance, or a similar field
Strong analytical skills with experience in cash flow and position reconciliation
Proficiency in Excel, with advanced formula skills and the ability to interpret model calculations alongside the deal indentures
Excellent attention to detail, organisational, and time management skills
Strong communication skills with the ability to collaborate effectively across teams and with external stakeholders
Knowledge of fund financing deal indentures (e.g., Facility Agreements, Agency Agreements and Collateral Administration Agreements)
Experience with debt portfolio management or similar finance roles
Ability to adapt to a dynamic, deadline-driven environment and handle multiple priorities

Job Responsibility

Manage and oversee a portfolio of private fund financing deals
Perform daily reconciliations of cash flows and asset positions
Investigate and resolve post-trade breaks by liaising with Loan Administration teams, Asset Services, Trade Settlement, Trustees, and Agent Banks
Support trade settlement processes
Conduct calculations for various financial tests, including coverage, collateral quality, and portfolio profile assessments
Maintain accurate deal models (Borrowing Base)
Prepare monthly and quarterly reports for clients
Provide key support for investment managers by running hypothetical scenarios on new advances and asset acquisitions
Oversee payments and foreign exchange transactions related to asset purchases, cash cleaning, and invoicing
Assist the team on onboarding new deals by helping setup new assets in Solvas as well as and populating global asset data

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Fulltime

Institutional Credit Management - Export Agency Finance - Senior Vice President

This First Line role would ideally be suited to someone working in the capacity ...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant years of experience at a senior level
Preferred experience with export agency finance transactions
Bachelor's degree in finance or accounting (preferred) - previous experience working in a financial institution with additional experience in a loan officer or underwriting role (credit trained a plus)
Advanced analytical skills including the ability to read and assess company financial statements, cash flow, industry and competitive analysis and projections
Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process
Excellent organizational skills, attention to detail, and the ability to complete assignments in a timely manner
Effective written and verbal communication skills
Problem recognition and resolution skills
Ability to work autonomously and within a team
Proficient in various spreadsheet and word processing applications (Excel and Word are preferred), including the use of graphs and charts, and Moody's financial analysis software

Job Responsibility

Work with Bankers, Product Partners and Underwriters on global export agency finance transactions
Build a solid understanding of Citibank products and services within Trade, Banking and the broader organization
Mastering Citibank's credit policies and practices and regulatory policies
Experience with credit approval, documentation, structuring, execution of export agency finance transactions
Provide training for risk and business partners on export agency finance processes
Recommend changes to process to achieve greater efficiency
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

Global benefits offered to our global workforce, designed to support well-being, growth and work-life balance

Fulltime

New

Associate/Vice President - ECA & Multilateral Financing Solutions ("EFS"), Middle East

The Associate/Vice President will support the origination, structuring, executio...

Location

United Arab Emirates , DUBAI

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, economics, business or related field
Minimum 6 to 12 years of experience in the export finance sector or in a structured finance environment
Excellent communication, interpersonal and logical skills
Advanced proficiency in Microsoft Office applications with ability to prepared high-quality client presentations, proposals, and transaction-related documentation
Proactive, disciplined and solutions oriented
Commercial mindset with strong relationship management skills
Ability to work under pressure and a commitment to solving issues
Strong familiarity with ECA financing structures and OECD consensus framework
Strong understanding of ECA loan documentation and financing structures
Experience in Middle East-related transactions preferred

Job Responsibility

Support the origination, structuring, execution and portfolio management of Export Credit Agency ("ECA"), multilateral agencies, and private insurers finance transactions across the Middle East (Gulf Cooperation Council & Egypt)
Develop EFS activities in the region including internal and external marketing, origination and, when needed, acting as Deal Leader/Transaction Manager of EFS transactions
Identify and originate ECA-backed financing opportunities with sovereigns, corporates, project sponsors, and financial institutions
Draft indicative offers in collaboration with the Products & Structuring team of the EFS business line
Maintain and develop relationships with clients and government entities, Export Credit Agencies, exporters and EPC contractors, financial institutions and syndicate banks, external advisors and consultants
Work closely with Coverage and other product teams to deliver integrated financing solutions
Structure and execute ECA-covered and structured export finance transactions across various sectors including infrastructure, energy, transport, industrials, and telecom
Coordinate due diligence processes including financial, technical, legal, insurance and environmental & social aspects
Lead or support negotiations of financing documentation alongside the Products & Structuring team and external counsel
Prepare credit applications, internal committee materials, and transaction presentations

Fulltime

Customer Contact Specialist - Life

Communicate verbally with policyowners, agents, third parties and internal suppo...

Location

United States , Sioux Falls

Salary:

35085.00 - 58475.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred
Previous customer service/call center experience Preferred
Must have the ability to communicate effectively and tactfully with agents and policyowners
Must have knowledge of and ability to maneuver through multiple information screens
Excellent verbal and written communication skills
Must have strong organizational skills
Strong problem solving skills
Ability to work efficiently and independently or in a team environment
Able to adapt to frequent change

Job Responsibility

Communicate verbally with policyowners, agents, third parties and internal support departments in matters relating to customer needs
Approach all interactions with the customer at the forefront, using the corporate shared values as the guide for all interactions
Responsible for front line/customer facing in responding to inbound calls by providing support to agents, policy owners, third parties or others in verbal and written communication using a professional and friendly approach
Answer calls regarding policy values, various features and rider benefits, coverage options, indexed and variable policy performance, products, interest rates, address changes and allocation changes, withdrawals, surrenders, transfers and exchanges, beneficiary changes, ownership changes, guideline and regulations, annual and quarterly statements, completing forms and provide standard established turnaround times
Acquire and maintain working knowledge of company products
Field questions regarding policy loans, billing and accounting processing, grace processing and lapse notification
Display a working knowledge of premium and contribution regulations
Correctly identify appropriate regulations to ensure proper handling of requests
Consult and coordinate with all other applicable departments including New Business, Agency Services, Sales and Marketing, Customer Correspondence and the Annuity/Life Division
Submit accurate and timely requests via workflow system to ensure work item is handled in accordance with varying departmental procedures

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Friday afternoons off year-round, generous paid time off, and paid holidays
Paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Volunteer time off, and our company nonprofit matching gift program
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

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Loan Agency Senior Officer

Job Description

Job Responsibility

Requirements

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What we offer

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Loan Agency Senior Officer

Loan Agency Senior Officer

Loan Agency Senior Officer

Loan Agency Senior Officer

Collateral Management Senior Officer

Collateral Management Senior Officer

Institutional Credit Management - Export Agency Finance - Senior Vice President

Associate/Vice President - ECA & Multilateral Financing Solutions ("EFS"), Middle East

Customer Contact Specialist - Life

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