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Loan and Project Agency Account Manager - Assistant Vice President

Deutsche Bank
Santa Ana, CA Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 4/3/2025
Job Description:

Job Title Loan and Project Agency Account Manager

Corporate Title Assistant Vice President

Location Santa Ana, CA

Overview

As the Account Manager in Loan Agency Services you will provide agency services on a diverse portfolio of structured finance loan transactions including construction bridges, syndicated loans, international cross-border financings, and export credits across various industries and sectors. You will manage a portfolio of both domestic and international clients. As the Client Service Specialist, you will collaborate with internal/external stakeholders, to deliver an exceptional client experience.

What We Offer You

  • A diverse and inclusive environment that embraces change, innovation, and collaboration

  • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

  • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement

  • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

  • Educational resources, matching gift, and volunteer programs

What You'll Do

  • Manage a wide range of transactions for international and domestic clients, varying in complexity. Roles include collateral agent, administrative agent, trustee, and intercreditor agent

  • Monitor transactions to verify borrower compliance with governing documents including provisions related to budget, base case, insurance, security arrangements, Events of Default, and reporting requirements. Review and approve disbursement requests, monitor draw procedures, manage flow of funds mechanics and internal loan administration

  • Responsible for processing amendments, waivers, and consents requests. Manage all interactions between borrowers, lenders, independent engineers, legal counsels and internal units

  • Work with Transaction Management Group to ensure that all new transaction documents are finalized to clearly reflect Project Finance Agency Services team's roles and duties

  • Manage portfolio in compliance with operational policies, procedures, and metrics. Participate in workout or restructuring situations

  • Prepare periodic administrative reviews of entire portfolio

Skills You'll Need

  • Bachelor's Degree in Business or related. Relevant experience in loan agency and/or Corporate Trust

  • Knowledge of syndicated loan structures, collateral & security trustee services and administrative agent functions

  • Understanding of legal deal documentation

  • Proficiency with software such as Outlook, Microsoft Excel, and PowerPoint

  • Knowledge of LS2 / Loan IQ system

Skills That Will Help You Excel

  • Strong interpersonal and verbal/written communication skills

  • Ability to multi-task and excellent attention to detail

Expectations

It is the Bank's expectation that employees hired into this role will work in the Santa Ana office in accordance with the Bank's hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in California is $97,000 to $136,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please emailHR.Direct@DB.com.

#LI-HYBRID

#LI-REMOTE

#LI-ONSITE

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices:EEOC Know Your Rights;Employee Rights and Responsibilities under the Family and Medical Leave Act;Employee Polygraph Protection ActandPay Transparency Nondiscrimination Provision.


Deutsche Bank is an Equal Opportunity Employer - Veterans/Disabled and other protected categories.

 

Salary : $97,000 - $136,000

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