Loan Agency Operations Analyst
Core
Manage a portfolio of 300+ corporate trust loans (leveraged, syndicated, CRE, project finance) as a facility and security agent, processing payments, transfers, and documentation.
Role type
Senior Loan Agency Operations Analyst
Builds
Operational execution of loan facilities and trust services for corporate clients
Domain
Corporate Finance / Trust Services / Loan Agency
Required skills
Loan Agency operations, Facility Agent/Security Agent knowledge, complex refinancing documentation review, workflow management, Excel, multi-tasking
Preferred skills
None explicitly stated
Technologies
Loan systems, Excel
Responsibilities
Process drawdowns, rollovers, rate fixing, transfers, and payments; Manage funding process and system set-up for new transactions; Handle secondary market transfers and update loan systems; Liaise with Relationship Managers on loan documentation; Prepare deal summary documents and maintain transaction records; Manage external bank account administration; Collaborate on process improvements.
Seniority
Mid-to-Senior, hands-on IC