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- Tasks: Manage a portfolio of loans and bonds, ensuring smooth operations and client relationships.
- Company: Kroll provides independent, conflict-free loan agency and trustee services since 2017.
- Benefits: Join a rapidly growing team with opportunities for professional development and collaboration.
- Why this job: Be part of a dynamic environment where your ideas shape best practices and client satisfaction.
- Qualifications: Strong communication skills, attention to detail, and ability to work under pressure are essential.
- Other info: Kroll values diversity and equal opportunity in the workplace.
The predicted salary is between 43200 - 72000 £ per year.
Senior Portfolio Transaction Manager, Agency and Trustee Services London, United Kingdom London, United Kingdom | 21011328 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. Day to Day 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 Accordions, 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 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. In order to be considered for a position, you must formally apply via careers.kroll.com. Kroll is committed to equal opportunity and diversity, and recruits people based on merit. Kroll is headquartered in New York with offices around the world. Sign up to receive periodic news, reports, and invitations from Kroll. Our privacy policy describes how your data will be processed. 2024 Kroll, LLC. All rights reserved. Kroll is not affiliated with Kroll Bond Rating Agency, Kroll OnTrack Inc. or their affiliated businesses. Kroll is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, race, religion, color, nationality, ethnic origin, sexual, marital status, gender identity, veteran status, age or disability. If you are an individual with disabilities who needs accommodation or you are having difficulty using our website to apply for employment, please contact Emily Spears at +1 312-697-4615. This contact information is for accommodation requests only and cannot be used to inquire about status of an application. Applicants and employees notice of EEO rights are available in our office and online. #J-18808-Ljbffr
Senior Portfolio Transaction Manager, Agency and Trustee Services employer: Kroll
Contact Detail:
Kroll Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Portfolio Transaction Manager, Agency and Trustee Services
✨Tip Number 1
Familiarize yourself with the current loan market practices. Understanding the nuances of loan and bond transactions will give you an edge during discussions and interviews.
✨Tip Number 2
Build your network within the finance industry, especially focusing on relationships with borrowers and creditors. This can help you gain insights into best practices and potential opportunities at Kroll.
✨Tip Number 3
Demonstrate your strong communication skills by preparing to discuss how you've effectively managed client relationships in the past. Be ready to share specific examples that highlight your ability to collaborate and negotiate.
✨Tip Number 4
Showcase your organizational skills by discussing how you prioritize tasks and manage multiple responsibilities under pressure. This is crucial for the role, so be prepared with relevant experiences.
We think you need these skills to ace Senior Portfolio Transaction Manager, Agency and Trustee Services
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Senior Portfolio Transaction Manager position. Understand the key responsibilities and required skills, such as documentation review, borrower relationship management, and knowledge of loan market practices.
Tailor Your CV: Customize your CV to highlight relevant experience in loan agency services, documentation negotiation, and client relationship management. Use specific examples that demonstrate your ability to handle similar responsibilities as outlined in the job description.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your enthusiasm for the role and the company. Mention how your background aligns with Kroll's values and the specific requirements of the position, emphasizing your communication skills and attention to detail.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A well-presented application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at Kroll
✨Show Your Knowledge of Loan Market Practices
Make sure to brush up on current loan market practices before the interview. Being able to discuss recent trends or changes in the market will demonstrate your expertise and show that you are proactive in staying informed.
✨Highlight Your Communication Skills
Since the role involves maintaining and building borrower relationships, be prepared to share examples of how you've effectively communicated with clients in the past. This could include discussing service levels or addressing client concerns.
✨Demonstrate Your Attention to Detail
Given the importance of documentation review and negotiation in this role, be ready to provide specific examples of how your attention to detail has positively impacted your previous work. This will help convey your risk-aware mindset.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations related to creditor outreach or document execution. Think through potential scenarios and how you would approach them, showcasing your problem-solving skills.
