Senior Analyst I Portfolio Transaction Management Agency and Trustee Services
Senior Analyst I Portfolio Transaction Management Agency and Trustee Services
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Job Description
Kroll Agency & Trustee Services (FKA Lucid Agency and Trustee Services Ltd) was launched in 2017 and provides independent conflictfree thirdparty loan agency security agency and bond trustee services. Servicing the bond and loan markets Kroll has developed its strong reputation by providing proactive and bespoke services to its clients. We currently manage over 900 loan and bond transactions.
Due to rapid growth we are looking for talented individuals to join our Client Services team.
Day to Day responsibilities
Ownership of a portfolio of loans and bonds from a BAU perspective
o Documentation review for all BAU matters
o Maintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunities
o Represent creditors security interests
o Act as a conduit between finance parties representing lenders
o Track Obligor information undertakings circulate to creditors (deliverables)
o Collaborate with management to bring ideas and suggestions for best practice
Consents Waivers & Amendments
o documentation review & negotiation of finance documents with counsel
o creditor outreach & facilitate questions on the request
o maintaining a creditor consent register and provide updates on consent threshold
o executing amendment documentation and circulate to creditors
o instruct OPS to implement amendments on internal operating platforms
Obligor accessions
o documentation review & negotiation of finance documents with counsel
o creditor outreach & facilitate questions on the request including KYC
o monitor KYC sign off from creditors
o Liase with KATS KYC team to onboard new obligors
o Executing accession documentation and circulate to creditors
o Take additional security where applicable
Creditor Accessions
o Review and of accession documentation (usually scheduled to ICA)
Prepayments / repayments
o Review and of release documentation and payoff letters
o Coordinate to finalise payoff amounts
Process accordions upsizes & incremental facilities
o documentation review & negotiation of finance documents with counsel
o monitor CPs
o coordinate KYC requirements for new Borrowers / lenders
o coordinate closing / funding for drawdown
Check payment files and release funds for BAU drawdowns and full repayments
Security / collateral
o Hold security over borrower / obligor assets for benefit of the creditors
o Facilitate taking new security and releasing existing security
Review and of security documents
Essential Traits
Knowledge of current loan market practices
Strong team player with excellent communication skills.
Ability to work under pressure and multitask.
Strong attention to detail with a risk aware mindset.
Well organised and able to prioritise tasks.
Available to work extended hours as the business dictates.
#LITM1
#LI Hybrid
Required Experience:
Senior IC
Employment Type
Full-Time
