Loan Operations (ACBS, US Shift)

Role & responsibilities

• Perform servicing activities in ACBS Rollovers, Advances, Paydowns, Past Dues, fees, deal setup, reconciliation and others

• New Loan Onboarding, renewals and rebooking when needed

• Setup and update the repayment schedules in ACBS

• Review Credit agreement and other loan related documents

• Setup Pricing Index & Rules, Guarantor, Facility, type of facility, CRA info, Repayment, maturity etc

• Assist Agency teams with any primary and secondary closings

• Maintain spreadsheets with Loan Trade information from initiation to Settlement

• Book the trade and process fees in ACBS

• Process invoices for Broker and Clearpar

• Reconcile cash payments: open cash items vs expected payments

• Review and correct as necessary Settlement Standard Instructions

• Track Past Due payments, clean up unpaid and prepare reports per requirement

• Ensure compliance with the Banks data governance policies, standards and operational procedure

Preferred candidate profile

• Min 3-12 years experience in Lending Services

• Understanding of Commercial Lending lifecycle with excellent understanding of Loan Agreements and other loan documents

• Excellent knowledge of ACBS is must

• Commerce Graduate / MBA (Finance)

• Good understanding of Project Management principles

• Excellent written and spoken communication skills