Client Services Associate, Agency and Trustee Services, L3.1

KrollAgency&TrusteeServices(FKA LucidAgencyandTrusteeServices Ltd) was launched in 2017 and provides independentconflict-freethird-partyloanagencysecurityagencyandbondtrusteeservices.Servicingthe bond and loan markets Kroll has developed its strong reputation by providing proactiveand bespoke services toitsclients.Wecurrentlymanageover900loanandbondtransactions.

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)

  • Collaboratewithmanagementto bring ideas andsuggestions for best practice

• 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 CPs

  • 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

Attributesrequired:

• Knowledgeofcurrentloanmarketpractices

• Strongteamplayerwithexcellentcommunicationskills.

• Ability toworkunderpressure andmulti-task.

• Strongattentionto detailwithariskaware mindset.

• Wellorganisedandableto prioritisetasks.

• Availabletowork extendedhoursasthebusinessdictates.

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