Process Trainer - Collateralized Loan Obligation

Role & responsibilities

• Design and deliver process-specific training programs for CLO Operations and Banking Services.
• Conduct pre-process, refresher, and new hire trainings along with assessments and certifications.
• Monitor OJT performance, provide coaching, and track post-certification effectiveness.
• Identify training needs based on process updates, system changes, and business requirements.
• Develop training content, process maps, and knowledge enhancement modules.
• Conduct monthly PKTs and maintain training records.
• Collaborate with onsite stakeholders for process transitions, clarifications, and training requirements.

Preferred candidate profile

Required Experience:

• 1+ year of Training experience.
• 2+ years of experience in CLO Operations, Loan Administration, or Structured Finance Operations.
• Experience in team handling/training management preferred.

Domain Expertise:

• CLO Lifecycle & Notice Processing
• Leveraged Loan Administration
• Loan Trade Settlement & Reconciliation
• Interest Rate Resets, Paydowns & Corporate Actions
• Credit Agreements & Loan Documentation
• Cash Flow Waterfalls & Tranche Hierarchy
• Regulatory & Compliance Requirements in CLO Operations

Technical Skills:

• Hands-on experience with CDO Suite, NEP Live, Bloomberg, Citrix, Entrust, MS Excel/Macros, and MS Visio.
• Strong understanding of CLO structures, cash flow waterfalls, investor servicing, and notice management.

Qualification:

• Bachelor's degree in Finance, Commerce, Economics, Business Administration, or related field.

Preferred Skills:

• Process improvement and training module development.
• Experience supporting US-based banking clients.
• Strong communication, stakeholder management, and presentation skills.
• Flexible to work in rotational shifts and travel as per business requirements.