Loan Portfolio Transaction Manager

KrollAgency&TrusteeServices (FKA Lucid Agencyand TrusteeServices Ltd) was launched in 2017 and provides independent,conflict-free,third-partyloanagency,securityagencyandbondtrusteeservices.Servicingthe bond and loan markets, Kroll has developed its strong reputation by providing proactiveand bespoke services toitsclients.Wecurrentlymanageover900loanandbondtransactions.

Due to rapid growth, we are looking for talented individuals to join our Client Services team. 

Client Services responsibilities include but are not limited to the following:

• Ownership of a portfolio of loans and bonds from a BAU perspective

  • Documentation review for all BAU matters

  • Maintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunities

  • Represent creditors security interests

  • Act as a conduit between finance parties representing lenders

  • Track Obligor information undertakings, circulate to creditors (deliverables)

  • Collaboratewithmanagementto bringideas andsuggestions for best practice

• Consents, Waivers & Amendments

  • documentation review & negotiation of finance documents with counsel 

  • creditor outreach & facilitate questions on the request 

  • maintaining a creditor consent register and provide updates on consent threshold

  • executing amendment documentation and circulate to creditors

  • instruct OPS to implement amendments on internal operating platforms

• Obligor accessions 

  • documentation review & negotiation of finance documents with counsel 

  • creditor outreach & facilitate questions on the request including KYC

  • monitor KYC sign off from creditors

  • Liase with KATS KYC team to onboard new obligors

  • Executing accession documentation and circulate to creditors

  • Take additional security where applicable 

• Creditor Accessions

  • Review and execution of accession documentation (usually scheduled to ICA)

• Prepayments / repayments 

  • Review and execution of release documentation and pay-off letters 

  • Coordinate to finalise pay-off amounts

• Process accordions, upsizes & incremental facilities 

  • documentation review & negotiation of finance documents with counsel 

  • monitor CP’s

  • coordinate KYC requirements for new Borrowers / lenders

  • coordinate closing / funding for drawdown 

• Check payment files and release funds for BAU drawdowns and full repayments

• Security / collateral

  • Hold security over borrower / obligor assets for benefit of the creditors

  • Facilitate taking new security and releasing existing security

    • Review and execution of security documents

Attributesrequired:

• Knowledgeofcurrentloanmarketpractices

• Strong teamplayerwithexcellentcommunicationskills.

• Abilitytoworkunderpressureandmulti-task.

• Strong attentionto detailwithariskaware mindset.

• Wellorganisedandableto prioritisetasks.

• Availabletoworkextendedhoursasthebusinessdictates.

#LI-Hybrid

#LI-TM1