Closely monitor the team on day to day basis to ensure all SLA’s are met and any exception are immediately escalated for resolution. Adherence to laid down QUALITY & QUANTITY SLA's.
100% compliance to process related policies, guidelines and controls. Deal Closing, processing Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees and external payments, collection of interest, Nostro & Past Due Reconciliation. Support the secondary trading desk with Tarde booking and settlements
Escalates issues as required to the management. Liaise with other departments within the bank (front office, middle office back office) as well as external contacts (Borrowers, other Banks, Trustees, etc)
Ensure timely follow ups with the agent / customer for any missing notifications. Ensure all the funding with in the SLA are been completed the same day.
Be the SME – be the first internal POC all Process related queries and clarifications from the Team members and route these to onshore teams for resolution if required
Be the first point of escalation for all Process related issues from internal/external customers. Should have an eye for detail to ensure all documents are processed and reviewed correctly.
Responsible to perform peer QC checks for transactions processed, Ability to identify changes to processes and procedures to improve productivity and efficiency
Provide constructive process related feedback to line manager for the team members, Drive adoption towards a robust Knowledge Management model including maintenance of SOPs, process/policy change management, training of new joiners and ongoing training of existing Team.
Motivate and support the Team Members to meet their Goals and Objectives. Self-motivated and flexible with working hours. Drive Process improvements and other initiatives. Ability to work under pressure and high volumes.
Required qualifications, capabilities and skills
Bachelor's degree with a minimum of 4-6 years of relevant loan servicing work in syndicated loans or experience in a back office/financial industry
You should have knowledge of loan systems like loan IQ will hold an added advantage
You must have knowledge of nostro/cash matching, General Ledger reconciliation and SWIFT and remittance systems
Strong problem solving and investigative skills to undertake analysis, resolve issues/problems related to loans operations
Strong MS office and analytical skills, Experience in process training a unit/individuals
Strong risk & control mindset, Knowledge of investment banking products including Loans