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As Transaction Services Expert, you will be responsible for managing complex and standard lending in Loan IQ for HSBC Continental Europe, supporting end-to-end credit customer journey across Corporate and Institutional Banking (‘CIB’). The role will require you to manage operational activities with within defined Service Level Agreements (‘SLA’) and high-level quality, while ensuring that areas of operational risks are identified, monitored and managed effectively to enable business continuity. Adaptability to a changing environment and alignment of operation to strategic decisions will be key to succeed.
Job Responsibility:
Manage all structured and syndicated loan files related to asset financing, LBOs, corporate loans, real estate developer loans, international trade-related loans, and buyer credits for standard & complex transactions
Produce operational comments on the Loan Agreement for the TMU/ISV Sector middle-office Teams
Collaborate closely with Transaction Managers and TMU/ISV Sector Teams to draft, finalise, and maintain accurate Deal Summary Templates (DSTs), ensuring they reflect the executed Loan Agreement and are promptly updated following any amendments or waiver decisions that impact the agreement’s static data
Input deals into the operating system (Loan IQ) and enter data into various management tools/systems
Establish refinancing contracts with the trading room and handle deal closing
Monitor generated payments and pending items (principal, interest, fees)
Manage relationships with pool banks and borrowers
Ensure compliance with HSBC rules (FIM, ethics)
Requirements:
University degree in one of the following fields: Banking, Finance, Accountancy, Economics, Law
Experience in the banking industry and corporate credit area
Knowledge of corporate finance, understanding of complex financial loan operations, proficiency with Loan IQ operating system, accounting knowledge
Proven experience in managing a broad group of stakeholders in an international environment
Strong interpersonal skills, rigor, efficiency, proactivity, dynamism, team spirit
Good analytical skills, with the ability to multi-task and manage several applications
problem-solving skills, excellent communication and the ability to work in a team
Fluent English (oral and written)
Proficiency in MS Office
Nice to have:
French would be an asset
What we offer:
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)