Company:
Mindlance
Location: Chesterbrook
Closing Date: 19/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Loan Solutions Activity
" Act as both main and secondary contacts for Client relationships on the Loan Solutions US service delivery across both Loan & Collateral Administrations platforms as required.
" Oversee the service delivery completed in Loan Solutions Portugal, ensuring the service is of a high standard and on time, monitoring in accordance with SLA and prevailing governance.
" Monitor and support operational and regulatory processes in the department to ensure that they are effectively carried out and coordinated within company procedures, guidelines and expectations. Recommend improvements where appropriate in line with best practice.
" Work under general guidance from more senior staff referring more unusual and complex matters upwards for support when required.
" Focus on providing analyses and interpreting results based on expertise and experience to help identify opportunities for improvements to the service that the Client Delivery team can provide to clients.
" Deliver small-scale projects or well-defined tasks on major projects to improve operational support to clients.
" Establish relationships to identify business and client requirements and provide appropriate support.
" Completion and/or oversight checks of Loan Solutions service delivery
" Manage any client queries or escalations ensuring appropriate actions are taken to resolve any service issues in a timely manner
" Responsible for ensuring all client KPI s and service delivery commitments are being met in accordance with client service level agreements.
" Support junior level staff and working with colleagues and managers to contribute to enhancements, change controls and the on board of new business and service delivery.
" Working with colleagues, management and internal stakeholders to support onboarding of new funds across the Loan Solutions product portfolio.
" Monitor the ongoing production process and the effective utilization of resources.
" Act on feedback from client reviews to maintain client satisfaction.
" Oversight of local and IOC production activity.
" Monitor team performance, identifying potential savings and improvements and escalating any issues as appropriate.
" Set an example and promote a culture of delivery excellence within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion.
" Ensure the Loan Solutions Manager and others, as appropriate, are kept aware of all issues/problems/queries/work in progress that may impact the quality of service being given.
" Adherence to bank policies and compliance requirements.
Compliance and Risk Management
" Assist the Loan Solutions Manager to maintain policies, manage internal / external audits, and work collaboratively with the key stakeholders in the organisation.
" Assist the team with technical development and regulatory change management activities.
" Assist in dealing with technical queries from clients / auditors / internal stakeholders.
" Monitor and communicate relevant updates to the team.
" Support responses to requests in collaboration with Operational Risk and Control teams, ensuring timely and accurate communication and strong working relationships.
" Work with the Loan Solutions Manager to develop a strategic approach to risk and compliance across the department.
" Proactively review team processes to drive continuous improvement and efficiencies while also mitigating risks.
" Develop a strong understanding of the obligations and service standards required under the client service level agreements and ensure appropriate protection of clients interests.
" Assist the Loan Solutions Manager in the periodic update of client service level agreements to ensure the service offered is accurately and appropriately reflect and to suitably protect the parties interests.
" Ensure that procedures and checklists are in place and maintained on an appropriate basis.
" Working with the Loan Solutions Manager to ensure complete, accurate and timely error reporting ensuring preventative actions are suitably implemented.
" Work with the Loan Solutions Manager to identify training needs, and to develop and support training initiatives within the LDO US team as required.
Self-Management / Personal Development
" Develop effective working relationships and communications with staff and ensure that staff are motivated, developed and supported.
" Manage own time and activities effectively setting an example through good housekeeping and time management
" Take responsibility for personal development and training.
" Keep up to date with legislative and regulatory changes affecting the business.
" Actively participate in the objectives and appraisal processes by completing a self-evaluation and suggesting appropriate development to ensure own effectiveness in a changing business context.
Key internal stakeholders:
" IOCs Operations and management
" Fund Accountants, internal and external
" LSAT US Business Analysts
" IT support/ ORC
" Risk OPC
Key external key stakeholders:
" Clients
" Investors
" Loan Agents
" Auditors
" Counterparties
" Vendors /system providers
Knowledge, Skill and Experience
Essential
" Prior experience of loan administration and good understanding of the loans market, and in particular bi-lateral loans, syndicated loans, loan funds including direct-lending.
" Good working knowledge of a wide range of Client Delivery policies, procedures, regulations and legislation.
" Good people management skills and an ability to work with individuals to set individual objectives and manage performance to ensure their delivery.
" Excellent written and oral English skills in order to articulate technical issues and to be able to take the complex and make simple to enable effective communication with individuals across the business.
" Computer literacy and a good understanding of relevant software.
" Cash and asset reconciliation experience
" Understanding of loan trade documentation, credit agreement, transfer certificates, pricing letters/ funding memos etc.
" Ability to read, understand, and interpret legal documentation, such as Offering Circulars, Facilities Agreements etc.
" Strong team player who shows initiative, accountability, and is able to self-motivate.
" Good problem solving and analytical skills, deadline focused yet shows great attention to detail.
Preferred
" Direct Lending Leveraged Loan Fund Portfolios / CLOs
" Sentry
" Experience in Loan Closing
" Understanding of Swift format and cash instructions flow.
EEO:
Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.
" Act as both main and secondary contacts for Client relationships on the Loan Solutions US service delivery across both Loan & Collateral Administrations platforms as required.
" Oversee the service delivery completed in Loan Solutions Portugal, ensuring the service is of a high standard and on time, monitoring in accordance with SLA and prevailing governance.
" Monitor and support operational and regulatory processes in the department to ensure that they are effectively carried out and coordinated within company procedures, guidelines and expectations. Recommend improvements where appropriate in line with best practice.
" Work under general guidance from more senior staff referring more unusual and complex matters upwards for support when required.
" Focus on providing analyses and interpreting results based on expertise and experience to help identify opportunities for improvements to the service that the Client Delivery team can provide to clients.
" Deliver small-scale projects or well-defined tasks on major projects to improve operational support to clients.
" Establish relationships to identify business and client requirements and provide appropriate support.
" Completion and/or oversight checks of Loan Solutions service delivery
" Manage any client queries or escalations ensuring appropriate actions are taken to resolve any service issues in a timely manner
" Responsible for ensuring all client KPI s and service delivery commitments are being met in accordance with client service level agreements.
" Support junior level staff and working with colleagues and managers to contribute to enhancements, change controls and the on board of new business and service delivery.
" Working with colleagues, management and internal stakeholders to support onboarding of new funds across the Loan Solutions product portfolio.
" Monitor the ongoing production process and the effective utilization of resources.
" Act on feedback from client reviews to maintain client satisfaction.
" Oversight of local and IOC production activity.
" Monitor team performance, identifying potential savings and improvements and escalating any issues as appropriate.
" Set an example and promote a culture of delivery excellence within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion.
" Ensure the Loan Solutions Manager and others, as appropriate, are kept aware of all issues/problems/queries/work in progress that may impact the quality of service being given.
" Adherence to bank policies and compliance requirements.
Compliance and Risk Management
" Assist the Loan Solutions Manager to maintain policies, manage internal / external audits, and work collaboratively with the key stakeholders in the organisation.
" Assist the team with technical development and regulatory change management activities.
" Assist in dealing with technical queries from clients / auditors / internal stakeholders.
" Monitor and communicate relevant updates to the team.
" Support responses to requests in collaboration with Operational Risk and Control teams, ensuring timely and accurate communication and strong working relationships.
" Work with the Loan Solutions Manager to develop a strategic approach to risk and compliance across the department.
" Proactively review team processes to drive continuous improvement and efficiencies while also mitigating risks.
" Develop a strong understanding of the obligations and service standards required under the client service level agreements and ensure appropriate protection of clients interests.
" Assist the Loan Solutions Manager in the periodic update of client service level agreements to ensure the service offered is accurately and appropriately reflect and to suitably protect the parties interests.
" Ensure that procedures and checklists are in place and maintained on an appropriate basis.
" Working with the Loan Solutions Manager to ensure complete, accurate and timely error reporting ensuring preventative actions are suitably implemented.
" Work with the Loan Solutions Manager to identify training needs, and to develop and support training initiatives within the LDO US team as required.
Self-Management / Personal Development
" Develop effective working relationships and communications with staff and ensure that staff are motivated, developed and supported.
" Manage own time and activities effectively setting an example through good housekeeping and time management
" Take responsibility for personal development and training.
" Keep up to date with legislative and regulatory changes affecting the business.
" Actively participate in the objectives and appraisal processes by completing a self-evaluation and suggesting appropriate development to ensure own effectiveness in a changing business context.
Key internal stakeholders:
" IOCs Operations and management
" Fund Accountants, internal and external
" LSAT US Business Analysts
" IT support/ ORC
" Risk OPC
Key external key stakeholders:
" Clients
" Investors
" Loan Agents
" Auditors
" Counterparties
" Vendors /system providers
Knowledge, Skill and Experience
Essential
" Prior experience of loan administration and good understanding of the loans market, and in particular bi-lateral loans, syndicated loans, loan funds including direct-lending.
" Good working knowledge of a wide range of Client Delivery policies, procedures, regulations and legislation.
" Good people management skills and an ability to work with individuals to set individual objectives and manage performance to ensure their delivery.
" Excellent written and oral English skills in order to articulate technical issues and to be able to take the complex and make simple to enable effective communication with individuals across the business.
" Computer literacy and a good understanding of relevant software.
" Cash and asset reconciliation experience
" Understanding of loan trade documentation, credit agreement, transfer certificates, pricing letters/ funding memos etc.
" Ability to read, understand, and interpret legal documentation, such as Offering Circulars, Facilities Agreements etc.
" Strong team player who shows initiative, accountability, and is able to self-motivate.
" Good problem solving and analytical skills, deadline focused yet shows great attention to detail.
Preferred
" Direct Lending Leveraged Loan Fund Portfolios / CLOs
" Sentry
" Experience in Loan Closing
" Understanding of Swift format and cash instructions flow.
EEO:
Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.
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