US Bank Loan Agency Operations Analyst Category Banking 

United Kingdom, England, London 

59725877

Loan Agency Operations Analyst

Global Corporate

The Loan Agency business in London manages a portfolio of 300+ deals and a wide variety of facilities including jumbo leveraged, syndicated, commercial real estate, project finance and direct lending style loans - where US Bank act as the facility agent and security agent on the transactions.

Key Responsibilities:

• Act as a point of contact for Lenders and Borrowers.
• Processing drawdowns, rollovers, rate fixing, transfers, interest and principal payments for a varied portfolio of deals included leverage finance, real estate, club deals and others.
• Process Waterfall transactions.
• Liaise with Relationship Managers in the review and negotiation of draft loan documentationfroman operational perspective where the company is named as Facility Agent and Security Agent.
• Manage the funding process for new transactions, ensure system set-up and new deal checks are completed.
• Manage the workflow for secondary market transfers, including signing transfer certificates, collecting transfer fees, updating loan systems.
• Work with the analytics team to build out waterfall calculations for Credit Real Estate and Index Lined transactions, and other bespoke agreements.
• Review waivers and amendments from an operational perspective and update systems as necessary.
• Attend meetings with Relationship Managers to ensure understanding of the responsibilities of the Agent for individual transactions.
• Manage receipt and distribution of any financial information for allocated portfolio.
• Prepare deal summary document for each transaction highlighting deal specific nuances.
• Provide relevant data to maintain an accurate record of all transactions in the system database.
• Communication with Borrower, Lenders and other relevant parties in day-to-day issues / queries.
• Liaise with systems vendors to resolve issues.
• Prepare / check outgoing payments.
• Managing external bank account set up, online access and administration rights in respect of required Borrower accounts.
• Work with internal teams, collaborating with managers and project teams to streamline process and provide continuous improvements.

Experience & Key Skills:

• 1-3 years’ experience working in a Loan Agency function or 3rd Party Agent or a broader Loan Administration role.
• Preferably knowledge of the Facility Agent / Security Agent function in LA.
• Proven documentation review skills and ability to deal with complex refinancing.
• Ability to manage own workflow and to cope with complex transactions.
• Excellent communication, time management and customer service skills.
• Ability to multi-task and manage multiple demands whilst maintaining attention to detail.
• Good excel skills.