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Loan Trade Support Analyst (GBAM Ops) - Charlotte, NC

Charlotte, North Carolina

Job Description:

Position Overview

Main point of contact for requests relating to the administration of large corporate credits held by the Global Credit (GC) loan trading desk. Global Market Loan Operations provides settlements and services for secondary loan trade closings relating to corporate investor clients. Must be on hand to offer premium client service and manage the relationships between our internal business partners and external clients. Will be responsible for investigating and resolving complex discrepancies which could involve reading the credit agreement and completing manual calculations to ensure balances are correct. Will be tasked with providing supervisory oversight for our various process. Will be responsible for facilitating training for the team on processes, business policies and procedures. Must be comfortable with occasionally leading a project or new process implementation. Basic Understanding of credit documentation (e.g. Credit Agreement) in order to perform detailed reviews for accurate settlement and servicing. End to End processing of loans with accurate data input to various credit and operating systems (e.g. ACBS, BFT, Cash Manager, LoanRunner, etc).

Responsibilities

Validation of loan documentation for accurate trade settlements

Validation of loan commitments, interest payments, and fee payments

Manage periodic rate changes, rate rollovers, advances, collateral, invoicing,   repayments, and other loan agreement inquiries

Report Monitoring and reconciliations

Train the team on various procedures, policies and processes

Provide supervisory oversight on our various processes

Input wire instructions while attending to dual controls

Analysis and resolution of operational problems

Involvement in ad hoc projects for new processes or industry initiatives

Breaks investigation and resolution.

Requirements

  • Presentable, confident and client focused.

  • Excellent communications skills and proficiency with numbers/calculations.

  • Ability to work under pressure in a team environment.

  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds.

  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.

  • Knowledge of Operational Risk

  • Excel proficiency

Desired Skills

  • Previous experience within secondary loan trading desirable

  • Accounting/calculations background

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

  • Excels in working among diverse viewpoints to determine the best path forward.

  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.

  • Commitment to challenging the status quo and promoting positive change.

  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday-Friday, 8-5

Referral Bonus Amount:

0

Job Description:

Position Overview

Main point of contact for requests relating to the administration of large corporate credits held by the Global Credit (GC) loan trading desk. Global Market Loan Operations provides settlements and services for secondary loan trade closings relating to corporate investor clients. Must be on hand to offer premium client service and manage the relationships between our internal business partners and external clients. Will be responsible for investigating and resolving complex discrepancies which could involve reading the credit agreement and completing manual calculations to ensure balances are correct. Will be tasked with providing supervisory oversight for our various process. Will be responsible for facilitating training for the team on processes, business policies and procedures. Must be comfortable with occasionally leading a project or new process implementation. Basic Understanding of credit documentation (e.g. Credit Agreement) in order to perform detailed reviews for accurate settlement and servicing. End to End processing of loans with accurate data input to various credit and operating systems (e.g. ACBS, BFT, Cash Manager, LoanRunner, etc).

Responsibilities

Validation of loan documentation for accurate trade settlements

Validation of loan commitments, interest payments, and fee payments

Manage periodic rate changes, rate rollovers, advances, collateral, invoicing,   repayments, and other loan agreement inquiries

Report Monitoring and reconciliations

Train the team on various procedures, policies and processes

Provide supervisory oversight on our various processes

Input wire instructions while attending to dual controls

Analysis and resolution of operational problems

Involvement in ad hoc projects for new processes or industry initiatives

Breaks investigation and resolution.

Requirements

  • Presentable, confident and client focused.

  • Excellent communications skills and proficiency with numbers/calculations.

  • Ability to work under pressure in a team environment.

  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds.

  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.

  • Knowledge of Operational Risk

  • Excel proficiency

Desired Skills

  • Previous experience within secondary loan trading desirable

  • Accounting/calculations background

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

  • Excels in working among diverse viewpoints to determine the best path forward.

  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.

  • Commitment to challenging the status quo and promoting positive change.

  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21067576

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kimberly Ravlich

Referral Bonus:

0

Street Address

Primary Location:
900 W TRADE ST, NC, Charlotte, 28255