Senior ABL Transaction Associate
Core
Coordinating and overseeing the onboarding of new clients and introducers for an asset-based lending product, managing documentation, and supporting deal execution.
Role type
Senior Transaction Associate (Asset-Based Lending)
Builds
Working capital funding facilities (£1m-£10m) for established SMEs
Domain
Fintech / Commercial Finance / Asset-Based Lending
Deliverable
client delivery
Required skills
reviewing legal documentation for business finance, interpreting financial information (balance sheet, cash forecasting), understanding operational aspects of business finance (receivables, ABL), coordinating multiple deals simultaneously, preparing client drawdown requests, producing portfolio reports, managing KYC approval processes
Preferred skills
familiarity with legal processes and logistical requirements in corporate transactions, experience with corporate finance and debt advisory professionals
Technologies
Microsoft Excel, PowerPoint, Word
Responsibilities
Oversee onboarding of new clients and introducers including credit searches and KYC approval, maintain up-to-date documentation and reports adhering to regulatory requirements, diarise facility milestones and ensure timely receipt of client information, assist in production of monthly portfolio reports, escalate new or increased client/debtor risks to Senior Relationship Managers, engage with Risk, Operations, and Finance teams, assist in maintaining the introducer base