At a Glance
- Tasks: Manage the Origination Pipeline system and ensure data quality throughout the transaction lifecycle.
- Company: Join a leading firm with a global presence and a focus on innovation.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Collaborate with diverse teams and lead initiatives to enhance process efficiency.
- Why this job: Be at the forefront of loan operations and make a real impact in a dynamic environment.
- Qualifications: Experience in loan operations and strong skills in Excel, Word, and PowerPoint.
The predicted salary is between 50000 - 70000 £ per year.
- Job responsibilities
- Own and be responsible for Origination Pipeline system, ensuring real-time recording of transaction details through the origination lifecycle, excellent data quality for all datapoints and pipeline management.
- Extract critical deal information from credit agreements and record in the Firm’s systems of record.
- Liaise with Transaction Coordinator to ensure Borrower KYC completion ahead of signing/funding.
- Maintain accurate process and procedure documentation in a timely manner and be responsible for periodic review and upload of documents.
- Assign deals and queries from the group mailbox and resolve or redirect queries as needed.
- Partner across Operations and wider WLS departments globally to resolve problems, review alignment opportunities globally, and recommend enhancements to existing processes, as appropriate.
- Build and maintain relationships across WLS teams.
- Take the lead or, where needed, participate in projects and act as subject matter expert in working groups across the Firm to enhance process efficiency.
- Required qualifications, capabilities, and skills
- Experience in a loan operations / transaction management especially in the origination space, including knowledge of the loan product and syndicated loan business.
- A proven ability to review legal loan documentation (e. g., Credit Agreements) to identify critical operational, deal-related information.
- Strong Excel, Word and Power Point skills.
- A proven track record of leading initiatives, hitting milestones, and succeeding in a team environment.
- Strong oral and written communication skills and a proven ability to collaborate with team members and senior management across and within the lines of business.
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We think you need these skills to ace Execution Coordination Senior Associate in Bournemouth
Origination Pipeline Management
Data Quality Assurance
Credit Agreement Analysis
KYC Compliance
Process Documentation
Query Resolution
Cross-Department Collaboration
