- Review of deal closing documentation including drafts of credit agreement, loan agreements or purchase agreements and funds flow.
- Follow up with Front Office and Middle Office with internal deal closing workflow status
- Drive Closing calls in collaboration with Front Office, Asset Management, Treasury, Tax, etc.
- Compilation, inputting and monitoring of static data within internal and external systems
- Compile deal management workbooks for new deals
- Build new borrowers into internal systems
- Build new lenders into internal systems
- Build New Remittance Instruction
- Support the deal funding process, including managing cash balances, cash forecasts and closing wire transfers
- Process Drawdown's / Borrowings, Repricing, Rate setting, Principal & Interest Payment for the Active Loans
Requirements
The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency.
- Bachelor’s degree from a top university, ideally in a quantitative area (e.g., finance, economics, accounting)
- 3+ years of direct experience in loan administration and/or agency at a securities or investment firm
- Excellent Microsoft Excel (VBA a plus) and writing skills
- Experience with private credit loan origination a plus
- Wall Street Office (WSO), Loan IQ, or equivalent system experience a plus
- The highest level of personal integrity and ethical standards.
- Strong communication and interpersonal skills are essential.
