Work with alongside with other departments and external stakeholders during the pre-closing deal process
Providing advice to Borrower on amendment, consent and waiver requests; coordinating approvals of requests with Borrower, Lenders’ Counsel, outside experts, the origination and portfolio monitoring teams, the lender group and Export Credit Agencies
Coordinating and approving loan activity (drawdowns, rate settings, rollovers, repayments/ prepayments) and letter of credit activity (issuance, amendments, draws, termination) with the operations teams
Checking CPs, reviewing cash waterfall and approving Collateral Account transfer requests (e.g. operating expenses, distributions, etc)
Approving loan activity and transfer requests in team leader’s absence
Overseeing junior team members responsible for tracking Borrower’s delivery of reporting requirements (i.e. compliance items), and their follow up for overdue items
Reviewing junior team members monitoring of compliance documents for completeness and satisfaction of requirements in loan documents
Monitoring distribution of compliance items and other documentation by junior team members to lender groups using DebtDomain (or similar data site), e-mail, etc
Responding to ad hoc information requests from lenders and borrowers
Preparing marketing materials for new transaction proposals
Providing Agency Fee recommendations to origination teams for standard transactions
Engaging with team leader for agency fee pricing for non-standard transactions
Providing training and guidance to junior members of the Agency team
Proactively work with other departments to improve workflow and bank initiatives
Requirements
10+ years in structured finance at a major financial institution
Experience with Project Finance, Real Estate and/or Corporate Lending structures, including legal documentation, risk analysis and portfolio management
Experience with Export Finance Agency supported credits
Experience with workout and distressed transactions
Proficient with Excel, Word, Debtdomain and/or Intralinks
Very strong organizational skills with a high degree of attention to detail
Strong communication skills, both written and verbal
Able to handle multiple demands and prioritize activities
Occasional travel
Bachelor’s Degree or Masters Degree in Finance, Business, Economics or relevant field