Loan Portfolio Transaction Manager

Kroll Agency & Trustee Services (FKA Lucid Agency and Trustee Services Ltd) was launched in 2017 and provides independent, conflict-free, third-party loan agency, security agency and bond trustee services.

Servicing the bond and loan markets, Kroll has developed its strong reputation by providing proactiveand bespoke services to its clients.

We currently manage over 900 loan and bond transactions.

Due to rapid growth, we are looking for talented individuals to join our Client Services team.

Client Services responsibilities include but are not limited to the following:

Ownership of a portfolio of loans and bonds from a BAU perspective

Documentation review for all BAU matters

Maintain and build on Borrower relationships.

Actively call on clients to discuss service levels and opportunities

Represent creditors security interests

Act as a conduit between finance parties representing lenders

Track Obligor information undertakings, circulate to creditors (deliverables)

Collaborate with managementto bring ideas and suggestions for best practice

documentation review & negotiation of finance documents with counsel

creditor outreach & facilitate questions on the request

maintaining a creditor consent register and provide updates on consent threshold

executing amendment documentation and circulate to creditors

instruct OPS to implement amendments on internal operating platforms

Obligor accessions

documentation review & negotiation of finance documents with counsel

creditor outreach & facilitate questions on the request including KYC

monitor KYC sign off from creditors

Liase with KATS KYC team to onboard new obligors

Executing accession documentation and circulate to creditors

Take additional security where applicable

Review and execution of accession documentation (usually scheduled to ICA)

Prepayments / repayments

Review and execution of release documentation and pay-off letters

Coordinate to finalise pay-off amounts

Process accordions, upsizes & incremental facilities

documentation review & negotiation of finance documents with counsel

monitor CP’s

coordinate KYC requirements for new Borrowers / lenders

coordinate closing / funding for drawdown

Check payment files and release funds for BAU drawdowns and full repayments

Security / collateral

Hold security over borrower / obligor assets for benefit of the creditors

Facilitate taking new security and releasing existing security

Review and execution of security documents

A tt ri b u t e s r e qu ir e d:

Knowledge of current loan market practices

Strong team player with excellent communication skills.

Ability to work under pressure and multi-task.

Strong attention to detail with a risk aware mindset.

Well organised and able to prioritisetasks.

Available to work extended hours as the business dictates.

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