Loan Closer - Leading Financial Institution

  • Competitive + package
  • London, England, United Kingdom
  • Permanent, Full time
  • Orbis Consultants
  • 19 Feb 18 2018-02-19

Our client, a leading financial institution, is currently in the market for a Loan Closing Analyst to oversee trade settlement client relationships and provide loan settlement services to their growing client base.

Key Responsibilities

  • Manage client portfolio(s)/agency trades in loan trade settlement outsourcing services. 
  • Communicate proactively and effectively with clients. 
  • Coordinate with trade counterparties to receive and review par and distressed trade documentation.
  • Coordination with legal counsel and follow up, when needed, for distressed trades and participations 
  • Coordinate trade closings among clients, counterparties, and agents. 
  • Review trade documentation, includes trade confirms, assignment agreements, and funding memos for discrepancies prior to settlement including using third party systems. 
  • Follow up on outstanding trades and keep current comments updated.
  • Deliver closing packets to custodians and clients before stated deadlines. 
  • Understand and execute workflows and communication where necessary when the client takes on other WSO products.

Key Skills and Experience

  • Knowledge of par and distressed loans and the documentation.  
  • Knowledge of trade fee calculations
  • Ability to read and interpret credit agreements. 
  • Experience with daily loan transactions. 
  • Exposure to ClearPar/TSI/WSO systems a plus.