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Loan Agency

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A leading global investment bank are looking for a Loans professional to join their thriving loans team. Role Purpose The job holder will be responsible for carrying out a host of daily operational and oversight activities in relation to a book of syndicated loans in our role as Facility Agent.


  • Review of the documentation from an operational perspective
  • Manage Deal and Facility setup in Loan IQ
  • Coordination with the Client Service and Transaction Manager on the operational aspects of the closing process (initial drawdown / fees, conditions precedent etc)
  • Coordination with operational City Sites for static data set up including SSI’s and Call Back.
  • Coordination with City Site ops team to ensure key static has been set up in a timely manner.
  • Perform Quality Assurance function on new deal set up and amendments.
  • Review of the documentation from an operational perspective.
  • Set up Deal in Loan IQ for new transactions and complex amendments based on the facility agreement.
  • Co-ordinate and process Leverage / Par trading with syndications and trade queries / settlements.
  • Checking secondary Loan/Claim documents and settlement of trades.
  • Managing & maintaining Ancillary carves outs and movements.
  • Prepare and manage drawdown, rollover, margin adjustment, repricing prepayments and.
  • repayments on complex transactions.
  • Checking and Releasing Cash flows.
  • Reconciliations and Investigations.
  • Margin changes (Maintaining ratios, Covenants).
  • Fee settlement & Billing (Commitment, Utilisation, SBLC, Waiver, Agency & Upfront)Strong understanding of and adherence to all regulatory requirements (DFA / EMIR / FATCA / MiFID etc).
  • Establish and support strong relationships with key individuals in the client’s management team.


To be successful in this role you should meet the following requirements:

  • Hold a sound knowledge of Loan IQ & a good understanding of the Syndicated Loan product and market.
  • Strong communication skills to deal with internal and external clients both written and verbally.
  • Strong organisational skills and the ability to prioritise work, to ensure transaction deadlines are achieved.
  • Pro-active problem solving attitude.
  • Experience of primary syndication and/or secondary trading is desired.
  • Able to deliver high accuracy and volume of work to excellent standards under pressure
  • Experience across more complex loans books such and Commercial Real Estate, Leverage and Acquisition Finance, Export Credit Agency, Aircraft/Shipping and Project Finance desirable, but not critical.
  • Strong understanding of operational risk.
  • Client focused, with a proven record of commitment to excellent customer service.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Operations

Industry: Banking

Salary: £55,000 - £65,000 per annum + plus benefits

Workplace Type: Hybrid

Experience Level: Associate

Location: London

Job Reference: QNLMFW-F250CF2E

Date posted: 24 May 2024

Consultant: Selena Quambusch

Phone number:


Selena Quambusch

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