Loan Agency Operations Analyst - Transfers
Listed on 2026-07-23
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Finance & Banking
Loan Servicing, Banking Operations
Loan Agency Operations Analyst - Transfers
U.S. Bank Global Corporate Trust Services is one of the largest providers of corporate trust services in the world. Our clients look to us for trustee, agency, escrow, document custody and money market issuing services via our 48 domestic offices and three international offices. The Loan Agency business in London manages a portfolio of 300+ deals and a wide variety of facilities including jumbo leveraged, syndicated, commercial real estate, project finance and direct lending style loans - where U.S. Bank acts as the facility agent and security agent on the transactions.
We are looking for someone to join the team who can bring strong client service, communication and time management skills.
Key Responsibilities- Act as a point of contact for lenders and borrowers in relation to the transfer process.
- Process transfers for a varied portfolio of deals including leveraged finance, real estate, club deals and others.
- Manage the workflow for both primary and secondary market transfers, including signing transfer certificates, collecting transfer fees, and updating loan systems.
- Update KYC system to add incoming lenders prior to sign‑off on transfers.
- Reconcile transfer fees weekly, chase any overdue or unpaid fees in a timely manner.
- Maintain lender contacts in Debt domain to handle financials/waiver/amendment requests received by all lenders in facilities.
- Maintain lender contacts in central address book for facilities not covered by Debt domain to support distribution of financials and related matters.
- Provide relevant data to maintain an accurate record of all transactions in the system database.
- Communicate with borrowers, lenders and other relevant parties regarding day‑to‑day issues or queries.
- Liaise with systems vendors to resolve issues.
- Work with internal teams, collaborating with managers and project teams to streamline processes and provide continuous improvements.
- 1–2 years’ experience working in a loan agency function, 3rd party agent or a broader loan administration role.
- Preferably knowledge of the facility agent/security agent function in loan agency.
- Documentation review skills to review transfer certificate templates, assignment agreements and accession deeds.
- Ability to manage own workflow and cope with high volume of transfers.
- Excellent communication, time management and customer service skills.
- Ability to multi‑task and manage multiple demands while maintaining attention to detail.
- Knowledge of the transfer process using Clearpar.
- Working knowledge of Debt domain.
- Good Excel skills.
We are committed to providing an inclusive and accessible recruitment experience. If you need adjustments at any stage of the application or hiring process, please contact your recruiter for guidance and support.
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