To be primary contact and undertake agency roles & responsibilities in accordance with the finance documents and internal procedures & controls on a portfolio of deals covering a range of sectors
Arrange and attend calls, meetings and site visits as required
Provide absence cover for colleagues or assistance during busy periods as and when required
On board new lender records using the Banks systems and participate in ongoing KYC reviews and static data maintenance as required
Ensure procedures and controls are observed at all times escalating issues in a timely manner
Attend and contribute constructively to team and group meetings
Maintain good relationships both internally and externally ensuring the highest levels of professionalism and service at all times
Review new agency documents from an agents perspective and provide relevant feedback to the originating department or external legal counsel
Contribute to the development and implementation of initiatives and projects
Participate in system testing as required
Good understanding of general banking operations/practices including loan administration, payments, treasury funding, static data control, document management and safe keeping
Understanding of legal and compliance matters relating to agent functions
Understanding of primary syndication and secondary trading processes
Understanding of finance documents including facility agreements, security trust & intercreditor agreements, common term agreements & account bank agreements
