Kroll

Portfolio Transaction Manager L4.1

Kroll  •  London, GB (Hybrid)  •  3 months ago
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Job Description

KrollAgency&TrusteeServices (FKA Lucid Agencyand TrusteeServices Ltd) was launched in 2017 and provides independent,conflict-free,third-partyloanagency,securityagencyandbondtrusteeservices.Servicingthe bond and loan markets, Kroll has developed its strong reputation by providing proactiveand bespoke services toitsclients.Wecurrentlymanageover900loanandbondtransactions.

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)

    • Collaboratewithmanagementto bringideas andsuggestions for best practice

  • Consents, Waivers & Amendments

    • 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

  • Creditor Accessions

    • 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

Attributesrequired

  • Knowledgeofcurrentloanmarketpractices

  • Strong teamplayerwithexcellentcommunicationskills.

  • Abilitytoworkunderpressureandmulti-task.

  • Strong attentionto detailwithariskaware mindset.

  • Wellorganisedandableto prioritisetasks.

  • Availabletoworkextendedhoursasthebusinessdictates.

#LI-Hybrid

#LI-TM1

Kroll

About Kroll

As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex demands. Kroll's team of more than 6,500 professionals worldwide continues the firm’s nearly 100-year history of trusted expertise spanning risk, governance, transactions and valuation. Our advanced solutions and intelligence provide clients the foresight they need to create an enduring competitive advantage. At Kroll, our values define who we are and how we partner with clients and communities. Learn more at Kroll.com.

Industry
Consulting & Advisory
Company Size
5,001-10,000 employees
Headquarters
New York, NY
Year Founded
Unknown
Website
kroll.com
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