Job Purpose
The Delivery Lead will perform Loan Operations – Deal Closing, Loan Servicing, Loan Trading, Letter of Credit etc
Key responsibilities
- Maintain portfolio of Syndicated and Direct deals for Loan Servicing (Agency, Participant, Bi-lateral)
- Deal Closing and Amendments booking in Loan IQ
- Loan Trading settlements on effective date
- Letter of Credit – update and reconcile/book fees
- Processing BAU transactions and assist Team Members with the complex transactions
- Held refreshers to expend knowledge of team members
- Share best practices with team and client to improve work quality
- Manage regular reporting (Internal and External)
- Timely respond to all the requests and escalate items to management when needed
- Adhering to standard operating procedure & policies including compliance documentation
- Maintaining strong relationship with the client
Key Competencies
- Excellent written & verbal communication skills and ability to build effective relationships with various stakeholders.
- Strong understanding of Syndicated Loan Operations, Agency/Participant loan servicing, Deal Booking, Loan Trading, MS Excel, Loan IQ
- Bachelors/Masters in Commerce
- Ability to multi-task independently under tight timelines and eye for details.
- 4+ years of relevant experience in the field of Loan Operations