Location: all cities,NY, USA
My client is an international bank and is seeking a senior-level candidate to lead their agency functions for a portfolio of project finance and structured transactions.
The role involves ensuring high-quality client service, conducting employee evaluations, managing staffing needs, assigning responsibilities for deals, setting best practices, ensuring compliance with internal policies, responding to internal reporting requests, and fostering collaboration with other internal departments.
Key Responsibilities:
- Facilitate lender coordination as an agent according to the financing agreements, handling amendments, consents, waivers, and situations involving restructurings or workouts.
- Deliver timely service to both customers and lenders.
- Review preconditions for funding disbursements and repayments within the transaction portfolio.
- Share necessary reports and transaction details with deal participants.
- Communicate effectively with sponsors, borrowers, lawyers, consultants, and others involved.
- Maintain and develop relationships with other banks and borrowers involved in transactions.
- Ensure the team provides excellent service to clients and internal stakeholders.
- Conduct staff performance reviews, give feedback, and support training.
- Manage the hiring process, including obtaining approvals and collaborating with HR.
- Assign agency role coverage among team members.
- Develop and implement best practices for agency functions.
- Review loan documents from an agency perspective before finalization.
- Maintain proper records of agency files, legal agreements, and other key documents.
- Manage KYC and client onboarding requirements.
- Coordinate administrative tasks with relevant departments.
- Handle additional work-related duties as assigned.
Job Qualifications:
- Must be eligible to work in the U.S.
- Bachelors degree in Finance, Economics, Accounting, or Business Administration (Masters or advanced degree preferred).
- 10+ years in Agency Services or Portfolio Management, focusing on Project Finance.
- Proficient in reading and understanding loan agreements.