Loan Agency Services, Sr. Associate

alter Domus

$60K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, business, or economics (or equivalent experience).
  • 3+ years of investment management operations or bank loan agency/syndication experience.
  • Ability to quickly learn and resolve issues independently.
  • Collaborative mindset with both internal teams and external clients.
  • Strong verbal and written communication skills.
  • Ability to thrive in a deadline-driven environment.
  • Excellent organizational skills with detail-oriented follow-through.
  • Proficient in Microsoft Excel and familiar with Bloomberg and other analytical tools.

Responsibilities

  • Act as primary owner of assigned deals, ensuring seamless management.
  • Coordinate with Loan Agency support for deal information dissemination.
  • Review and negotiate administrative issues within credit agreements.
  • Maintain the agency system for all credit agreement attributes.
  • Oversee calculation, invoicing, and disbursement of deal-related fees.
  • Manage funds movement during funding and closing processes.
  • Ensure timely collection and disbursement of payments to lenders.
  • Train support staff on loan lifecycle and industry standards.

Benefits

  • Access to Alter Domus Academy for professional development and resources.
  • Support for professional accreditations and study leave.
  • Flexible work arrangements and generous holiday policies, including a birthday off.
  • Continuous mentoring for career progression.
  • Engagement in sports, events, and social activities.
  • 24/7 Employee Assistance Program support.
  • Opportunity to participate in the Employee Share Plan.
  • Additional local benefits based on location.
Full Job Description
JOB DESCRIPTION:

  • Act as a primary owner of assigned deals.
  • Work with Loan Agency support staff to manage and communicate deal information to the borrower and lending group.
  • Review and negotiate administrative issues within credit agreements.
  • Oversee the maintenance of the agency system to reflect attributes of each credit agreement and related governing documents.
  • Oversee the calculation, invoicing, and disbursement of all deal-related fees; Assume responsibility for the coordination of funds movement related to initial funding and closing, managing closings for lenders, transferring positions by assignment, and working closely with the borrower and lending group.
  • Oversee ongoing maintenance of facility commitments and processing of loan/facility-related activity, including rollovers, rate settings, conversions, prepayments, assignments, amendments, waivers, et cetera0
  • Oversee accurate and timely collection and disbursement of interest/principal/fee payments to lenders.
  • Ensure collection of new borrowings from lenders and disbursement to borrower.
  • Act as senior liaison between borrowers and lenders, ensuring compliance with the terms of the credit agreement and other governing documents.
  • Maintain expert knowledge of all relevant portfolios and deal-related documentation.
  • Train and coach support staff on the life cycle of a loan, deal documentation, industry standards, and professional communication and execution of client workflow deliverables.
  • Exhibit an elevated level of professionalism and a client-focused approach that is responsive, proactive, accountable, and reliable, adjusting communication appropriately for various levels and parties.
  • Work in a dynamic team environment and participate in strategic initiatives, identifying and implementing best practices and operational efficiencies.
  • Use judgment, interpretation, and problem-solving skills to understand loan information to successfully resolve exceptions.


QUALIFICATIONS:

  • Bachelor's degree in finance, accounting, business, or economics (or commensurate work experience).
  • 3+ years of investment management operations experience or bank loan agency/syndication experience.
  • Ability to quickly learn new concepts and independently research and resolve issues.
  • Ability to collaborate with internal groups and external clients.
  • Strong verbal/written communication skills.
  • Ability to excel in a deadline-driven environment.
  • Excellent organizational skills with exceptional attention to detail and follow-through.
  • Demonstrated analytic skills, strong working knowledge of fundamental financial/accounting/business concepts, and a proactive interest in learning and mastering new concepts.
  • Strong Microsoft Excel skills and experience.
  • Knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools.

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Salary range depending on experience: $60,000-105,000

WHAT WE OFFER

We are committed to supporting your development, advancing your career, and providing benefits that matter to you.

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.

Our global benefits also include:
  • Support for professional accreditations such as ACCA and study leave
  • Flexible arrangements, generous holidays, plus an additional day off for your birthday!
  • Continuous mentoring along your career progression
  • Active sports, events and social committees across our offices
  • 24/7 support available from our Employee Assistance Program
  • The opportunity to invest in our growth and success through our Employee Share Plan
  • Plus additional local benefits depending on your location


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