Senior Portfolio Transaction Manager

2 days ago

London, Greater London, United Kingdom Kroll Inc. Full time

J o b S p e c i f i c a t i on – Client Services Account Manager

K ro ll A g e n c y & T rus t ee S e r v i c e s ( F K A Lucid A g e n c y a nd T rus t ee S e r v i c e s L t d ) w a s l a un c h e d i n 2017 a nd pro v i d e s i nd e p e nd e n t , c on f li c t -f r ee , t h i rd - p a r t y l o a n a g e n c y , s e c ur i t y a g e n c y a nd bond t rus t ee s e r v i c e s. S e r v i c i n g t he bond a nd l o a n m a r k e t s, Kroll h a s d e v e l op e d i t s s t ron g r e pu t a t i on b y pro v i d i n g pro a c t i v e a nd b e spo k e s e r v i c e s t o i t s c li e n t s. W e c urr e n t l y m a n a g e o v e r 900 l o a n a nd bond t r a ns a c t i ons.

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)
  • C o ll a bor a t e w i t h m a n a g e m e n t t o br i n g i d e a s a nd su gg e s t i ons f or b e s t pr a c t i c e

  • 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

A tt ri b u t e s r e qu ir e d :

  • K n ow l e dg e o f curr e n t l o a n ma r k et p r a c t i c e s
  • S t r o n g t ea m p l a y e r w i t h e x c e l l e n t c o mmu n i c a t i o n s k i l l s.
  • A b i li t y t o wor k u nd e r p r e ssur e a n d m u l t i - t ask.
  • S t r o n g a t t e n t i o n t o d e t a il w i t h a r i s k a w a r e m i nds e t.
  • W e ll or g a n i s e d a n d a b l e t o pr i or i t i s e t a s k s.
  • A v a il a b l e t o w o r k e x te n d e d h ours a s t h e b u s i n e ss d i c t a t e s.
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