What are the responsibilities and job description for the Loan Operations - Dallas position at Delta Capita?
We have an exciting opportunity to work with one of our prestigious clients at a Tier 1 Investment Bank. You will be working as part of a fast-paced Loan Servicing operations team, communicating with multiple teams internally and externally. We are looking for someone with commercial loans experience (bilateral and syndicated loans) and loan lifecycle knowledge.
Key responsibilities :
Trade processing & confirmation
Manage all closing loan trades from trade date to settlement. Supporting & managing loan lifecycle across the assigned portfolio, executing various syndicated loan transactions daily
Prepare, post & review LSTA / LMA standard documents and other various loan documents including trade confirms, assignment agreements, funding memos to ensure documentation accurately reflects the instruction of the trade ticket
Processing payments relating to the assigned loan portfolio (e.g. interest payments and fees)
Settlement
Confirm trade details and fee calculations
Review LSTA / LMA standard documents and other various loan documents
Manage trade activity and settlements
Fail and risk management
Ability to identify and escalate issues to management, sales, traders, etc.
Efficient and timely management of daily control reports (KRI's) by reviewing & reconciling where applicable
Troubleshoot issues that arise from trade discrepancies and raise escalations to management and the trade desk to execute trades
Update and maintain trade status reports as required
Client service
Acting as direct point of contact for external contacts and ensuring timely to inquiries, resolving client issues, reconciling lender discrepancies, etc.
Daily coordination with internal and external clients
Establish and maintain strong working relationships with all stakeholders including agents, borrowers, counsel, counterparties, sales team, and trade desk.
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