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Permanent

Loan Agency Relationship / Transaction Manager

London
money-bag Negotiable
615E167EEDEBAB863F5145B19B19DFBE
Posted 5 days ago

Loan Agency Relationship / Transaction Manager

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Loan Agency Relationship / Transaction Manager

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Elavon EuropeU.S. Bank Global Corporate Trust Services is a large provider of corporate trust services with clients seeking trustee, agency, escrow, document custody and money market issuing services. We operate across 48 domestic offices and three international offices, delivering a range of tailored payment solutions powered by the latest technology.This role focuses on the Loan Agency business, performing transaction document review and negotiation in compliance with U.S. Bancorp policies, procedures and applicable regulatory requirements. You will manage key customer relationships for the Loan Agency product, oversee transaction management and document review/negotiation for new deals and existing amendments, support internal deal setup, protect and grow fee revenues, and monitor market developments and competitor capabilities.Fitness and ProbityThis role is a ‘controlled function’ as defined by the Central Bank Reform Act 2010 Regulations 2011.Responsibilities

Responsible for the successful retention of existing customer relationships including generating new business to increase market share and profitability.Work with new business development to solicit new business from current relationships and pursue new opportunities.Enhance relationships with Borrowers, Lenders and Sponsors by providing responsive and professional service in all closing activities and ongoing fiduciary obligations.Prepare fee proposals based on standard pricing with modifications for non-routine responsibilities/parameters.Develop and execute a customer-calling program to ensure satisfaction, retention and identification of opportunities.Deliver outstanding service to existing customers for account information, questions, issues, education or other requests.Coordinate resolution of customer issues with specialised units and communicate outcomes.Grow fee revenues through repeat business, cost containment, and contribute to operational efficiencies.Monitor outstanding fees and collect receivables in excess of 90 days past due where applicable.Develop understanding of deal requirements for the loan agency product and stay abreast of market and regulatory changes affecting duties.Perform deal document review using standard bank language to ensure compliance with policies and regulatory requirements; evaluate risk and feasibility for new or amended deals.For new deals, manage pre-closing document review and coordinate comments from outside legal counsel, internal legal, Loan Operations and Analytics teams; negotiate comments with Borrower/Lender counsel in pre-closing review.For existing deals, manage document review and negotiation for ad-hoc issues such as waivers, consents or amendments.Prepare deal documents for signings/closings and attend in person as required.Manage loan closing/funding activities on behalf of the Bank, coordinating with the Loan Operations team as required.Perform client account reviews post-closing and flag compliance issues to Loan Operations for deal setup.Maintain knowledge of U.S. Bancorp policies, procedures and government regulations; ensure compliance.Collaborate with Corporate Trust Onboarding to ensure KYC requirements are completed for relevant counterparties on new and existing transactions.Ensure compliance with the Code of Ethics and anti-money laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements; participate in required training; follow account opening and suspicious activity referral processes.Key Competencies

Drive for Results: pursue goals with energy and perseverance; deliver results and be a top performer.Collaboration: build strong relationships, value diversity, and support team goals.Agility and Innovation: adapt to changing priorities and explore multiple solutions.Risk Management: identify and manage risks in compliance with laws and company policy.Ethics and Trust: maintain high ethical standards and act with integrity.Technical Competencies

Knowledge of Facility and Security agency rolesKnowledge of capital markets/loan documentation and closing functionsCorporate Trust and relationship/transaction management experienceKnowledge of loan operations and servicingQualifications

Bachelor’s Degree and/or 5-7 years of related experience; legal education/experience could be beneficial.This role has been identified as a Controlled Function (CF4) under the CBI Regulations. The Company may undertake due diligence to verify compliance with Fitness and Probity standards and related requirements. Applicants agree to provide information and documentation relating to qualifications, experience, employment history, financial soundness and other interests as requested. Employees are responsible for maintaining awareness of and complying with U.S. Bank’s Code of Ethics and applicable laws and internal policies. If accommodations are needed during any portion of the application or hiring process, please refer to disability accommodations for applicants.Benefits

We offer a fast-paced and diverse working environment with benefits to protect health and financial security, and development resources to support career growth.Posting may close early due to high volume of applicants.Additional Details

Seniority level: Mid-Senior levelEmployment type: Full-timeJob function: Finance and Sales

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