Loan Agency Services, Associate II

• Act as liaison between borrowers and lenders, collaborate with other parties within the industry, including legal counsel, trustees and other third party service providers
• Maintain a working knowledge of all relevant portfolios and deal related documentation
• Reference, understand and extract Credit Agreement and governing document information to ensure compliance and update the Agency system accordingly
• Use judgment, interpretation and problem-solving to understand loan related information
• Calculate, invoice and disburse all deal related fees
• collect and disburse interest, principal, fee payments and new borrowing funds
• Coordinate funds movement for initial funding and closing
• Provide training to Associate level staff on policies and procedures
• Ensure proper system set-up including maintenance of changing deal attributes
• Understand services offered and risks as it relates to Agency and alert Manager of out of scope requirements, risk issues, etc
• Maintain facility commitments and process loan and facility-related activity including rollovers, rate settings, conversions, prepayments, assignments, amendments, etc
• Perform heavy data entry in agency systems and Microsoft Excel

• Bachelor’s degree in accounting, finance, economics, a related field, or commensurate work experience
• 2+ years of experience in bank loan agency, syndication or investment management operations experience
• Responsive, friendly, professional, and proactive communication approach
• Deadline-driven and highly organized with exceptional attention to detail
• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts
• Working knowledge of fundamental financial, accounting and operations concepts
• High proficiency in Microsoft Excel and experience with Bloomberg and other loan research tools a plus

Experience with Bloomberg and other loan research tools

• 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