Loan Trading Services Associate

Overview

Are you looking for a new challenge? Then you found the right position for you! Process loan transfers/trades, solve inquiries fast, and enhance controls in a high-pressure team. As a Loan Trading Services Associate within the Wholesale Lending Services (WLS) team, you ll serve as a vital resource for the EMEA Agency Trading team. Your role includes the investigation of inquiries, reviewing lender transfer requests and the fundamental understanding of our trading platforms and systems.

You will be expected to provide and communicate solutions (in person, by phone, and by email) in a fast-paced, high-pressure environment.

• Review and process Lender submitted Loan Syndication Transfer Requests, ensuring adherence to specific transfer provisions as outlined in the underlying Loan Credit Agreement
• Ensure accurate and timely capture of all new external primary and secondary loan trades in agent books and records
• Review credit agreements, specifically assignability language
• Prepare daily/monthly MIS reporting to track the status of open items and measure risk
• Assist the team in ad-hoc requests including technology enhancements / UAT exercises
• Provide support for non-BAU projects and initiatives designed to improve automation and strengthen the team’s control environment
• Contribute to WLS wider projects & initiatives

• Ability to identify problems and escalate them promptly
• Good organization and prioritization skills
• Ability to work well under pressure and to tight deadlines
• Strong verbal, written and interpersonal communication skills
• Confident, self-starter, assertive and energetic who sets high standards of performance for self
• Personal motivation and drive to deliver excellence and make a difference every day
• Excellent analytical and problem-solving skills
• Extremely detailed and control orientated
• Keen to understand the detail

• Familiarity with loan-based software (LoanIQ, Clear Par)
• Knowledge of the trade lifecycle and/or experience supporting a trading business
• Prior knowledge of loan products or trading operations