Senior Associate

• Loan Administration & Processing:
• Oversee the lifecycle of syndicated loans, including origination, funding, interest payments, rollovers, and repayments.
• Ensure accurate setup and maintenance of loan terms in loan management systems.
• Process agent notices, rate resets, and amendments in a timely manner.
• Reconciliation & Compliance:
• Perform cash and position reconciliations to ensure loan balances align with agent bank records.
• Ensure compliance with credit agreements, regulatory guidelines, and internal policies.
• Address breaks, discrepancies, and exceptions with counterparties and internal teams.
• Data Management & Reporting:
• Maintain accurate records of loan transactions and client accounts.
• Generate and review reports on loan exposure, accruals, and payment schedules.
• Provide periodic reporting to stakeholders, including risk and finance teams.
• Stakeholder Coordination:
• Act as a liaison between borrowers, lenders, trustees, and loan agents.
• Work closely with internal teams, including middle-office, accounting, and operations, to ensure seamless transaction processing.
• Respond to client inquiries and resolve issues related to loan servicing.
• System & Process Improvement:
• Work on automation initiatives to enhance efficiency in loan processing.
• Leverage loan management systems like Geneva, SS&C Loans to streamline workflows.
• Support system upgrades and testing for enhancements related to syndicated loan functionalities.
  

Key Skills & Qualifications:

Technical Skills:

• Experience with syndicated loan servicing platforms.
• Strong understanding of loan accounting principles and regulatory requirements.
• Proficiency in Excel and financial reporting tools.
  

Soft Skills:

• Strong analytical and problem-solving skills.
• Effective communication and stakeholder management.
• Attention to detail and ability to manage large data sets.
  

Qualifications:

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• 7+ years of experience in syndicated loan operations, middle-office, or loan administration.
• Knowledge of market practices in loan settlements, reconciliations, and corporate actions.