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For Companies At a Glance
- Tasks: Manage a portfolio of loans and bonds, ensuring smooth operations and client relationships.
- Company: Kroll Agency & Trustee Services, a leader in independent loan and bond management.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Join a rapidly growing team and make a real impact in the finance sector.
- Qualifications: Knowledge of loan market practices and strong communication skills required.
- Other info: Fast-paced role with potential for extended hours and career advancement.
The predicted salary is between 50000 - 65000 £ per year.
Kroll Agency & Trustee Services (FKA Lucid Agency and Trustee Services Ltd) was launched in 2017 and provides independent, conflict-free, third-party loan agency, security agency and bond trustee services. Servicing the bond and loan markets, Kroll has developed its strong reputation by providing proactive and bespoke services to its clients. We currently manage over 900 loan and bond transactions. Due to rapid growth, we are looking for talented individuals to join our Client Services team.
Client Services Responsibilities
- Ownership of a portfolio of loans and bonds from a BAU perspective
- Documentation review for all BAU matters
- Maintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunities
- Represent creditors' security interests
- Act as a conduit between finance parties representing lenders
- Track Obligor information undertakings, circulate to creditors (deliverables)
- Collaborate with management to bring ideas and suggestions for best practice
Consents, Waivers & Amendments
- Documentation review & negotiation of finance documents with counsel
- Creditor outreach & facilitate questions on the request
- Maintaining a creditor consent register and provide updates on consent threshold
- Executing amendment documentation and circulate to creditors
- Instruct OPS to implement amendments on internal operating platforms
Obligor Accessions
- Documentation review & negotiation of finance documents with counsel
- Creditor outreach & facilitate questions on the request including KYC
- Monitor KYC sign off from creditors
- Liase with KATS KYC team to onboard new obligors
- Executing accession documentation and circulate to creditors
- Take additional security where applicable
Creditor Accessions
- Review and execution of accession documentation (usually scheduled to ICA)
Prepayments / Repayments
- Review and execution of release documentation and pay-off letters
- Coordinate to finalise pay-off amounts
Process Accords, Upsizes & Incremental Facilities
- Documentation review & negotiation of finance documents with counsel
- Monitor CP’s
- Coordinate KYC requirements for new Borrowers / lenders
- Coordinate closing / funding for drawdown
Check payment files and release funds for BAU drawdowns and full repayments.
Security / Collateral
- Hold security over borrower / obligor assets for benefit of the creditors
- Facilitate taking new security and releasing existing security
- Review and execution of security documents
Attributes Required
- Knowledge of current loan market practices
- Strong team player with excellent communication skills
- Ability to work under pressure and multi-task
- Strong attention to detail with a risk aware mindset
- Well organised and able to prioritise tasks
- Available to work extended hours as the business dictates
Portfolio Transaction Manager employer: Kroll
Contact Detail:
Kroll Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Transaction Manager
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Kroll and understanding their services. Tailor your answers to show how your skills align with their needs, especially in managing loan and bond transactions.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Portfolio Transaction Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Transaction Manager role. Highlight your experience in loan and bond transactions, and don’t forget to showcase your communication skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Client Services team. Mention specific experiences that relate to the responsibilities listed in the job description.
Showcase Your Team Spirit: We love team players! In your application, share examples of how you've collaborated with others in previous roles. This will show us that you can thrive in our dynamic environment.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Kroll
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand the types of loans and bonds Kroll manages. Familiarise yourself with current market practices and be ready to discuss how your experience aligns with their portfolio management.
✨Showcase Your Communication Skills
As a Portfolio Transaction Manager, you'll need to maintain strong relationships with borrowers and creditors. Prepare examples of how you've successfully communicated in past roles, especially in high-pressure situations or when negotiating finance documents.
✨Demonstrate Your Attention to Detail
Kroll values a risk-aware mindset and strong attention to detail. Bring specific examples of how you've managed documentation reviews or handled complex transactions, highlighting your ability to spot potential issues before they arise.
✨Be Ready to Discuss Best Practices
Collaboration and bringing ideas for best practices are key in this role. Think about past experiences where you've contributed to process improvements or innovative solutions, and be prepared to share these insights during your interview.