Demo

Loan Client Service Support

WSN
Jacksonville, FL Full Time
POSTED ON 2/12/2025
AVAILABLE BEFORE 5/12/2025

Job Description

Handling the lender management administration for a portfolio of Syndicated Loans transactions (ranging from small ‘club’ deals to large leveraged facilities)

Coordinate lender onboarding for the closing of syndicated loan agented deals with our by liaising with borrowers, customers and lenders. This involves reviewing customer set up in Loan IQ

Assist with the primary syndication trade settlement process and secondary assignments in Clear

Our clients (internal / external), you will be building and maintaining a working relationship to support our clients loan book and mitigating any servicing risks

Loan Operations, you will be maintaining a daily relationship with this team to ensure operational servicing models for the business are met

Manage day-to-day borrower, customer and lender queries relating to loan positions, interest, fees, accruals, payments and trading to ensure satisfactory resolution.

ClearPar trade settlement system.

Ensure booking of deal level activity in various Corporate Trust and Agency internal systems

Participate in team’s improvement for operational controls, mitigate losses and ensure consistent and superior client satisfaction

Participate in cross-process initiatives formulated to create or improve existing functionality and processes

Identify and escalate open issues that represent risk to senior management

Dress Codes :

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