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- Tasks: Bridge the gap between Loans Operations and Front Office, ensuring smooth documentation processes.
- Company: Boutique West End investment institution with a global reach.
- Benefits: Competitive salary, hybrid working, pension, healthcare, and more.
- Why this job: Join a growing team and make a real impact in loan operations.
- Qualifications: Experience in loan administration and strong understanding of financial instruments required.
- Other info: Enjoy excellent work-life balance and career growth opportunities.
The predicted salary is between 65000 - 75000 £ per year.
Martis Search are representing a West End based, but global Investment institution to urgently hire a permanent Loans Documentation/ Loans Middle Office Associate level to work within a busy department.
Due to increasing volumes of Bilateral Loans trades, our client is needing someone who can bridge the gap between the Loans Operations team and Front Office regarding Loans Documentation matters. Our client is looking for an SME Loans Documentation/ Loans Middle Office SME to join their team. This is working in an excellent, small but growing Loans Operations department that offers excellent work-life balance and hybrid working.
- Operational Review of Legal Documentation
- Review draft facility agreements, security documents, and ancillary loan documentation to ensure operational feasibility and administrative accuracy.
- Identify operational risks, inconsistencies, or impractical terms and provide clear, actionable feedback to Deal Teams and Legal.
- Work closely with Legal and deal team during drafting and negotiation to ensure operational considerations are incorporated.
- Provide timely commentary on documentation to support alignment with credit approval terms.
- Participate in closing discussions and documentation reviews to ensure readiness for administration.
- Support the setup of new loan instruments, including bank account verification, system configuration, and onboarding of facility terms.
- Produce reporting for Investment Teams on upcoming events, overdue items, and documentation-related risks.
- Previous experience in loan administration, loan operations, or documentation support.
- Strong understanding of loan facility structures, financial instruments, and operational mechanics.
- Ability to interpret legal agreements and identify operational implications.
- Previous experience working with loan or portfolio administration systems, ideally eFront.
- Proficient with Microsoft Office tools, particularly Excel.
- You will have experience within Administration, or Operations (i.e. Payment, Data, Client Services, Loans, Reporting) and be available to start ASAP.
- Perform administration duties related to initial investment transactions, e.g. bank account set up, call backs to confirm bank details and setting up the instrument.
- Monitor for receipt of periodic reports from investees and produce reporting for Investment Teams on outstanding items. Monitor the team inbox, assisting with ad-hoc queries, analysis and reporting.
- Work with the Loan Administration Team Leader as a Subject Matter Expert on the ‘eFront for Loans’ project.
- Review facility documentation against existing system records to identify and address booking issues.
- Conduct reconciliations to validate that new system functionality delivers expected results.
Between £65,000 - £75,000 pa, plus pension, healthcare and other benefits.
Loans Documentation/ Loans Middle Office - Associate level: Boutique West End based Investment institution in City of London employer: Martis Search
Contact Detail:
Martis Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Loans Documentation/ Loans Middle Office - Associate level: Boutique West End based Investment institution in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and loans sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of loan documentation and operations. Be ready to discuss specific examples from your past experience that showcase your skills. We want you to shine when it comes to demonstrating your expertise!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and interested.
✨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’re always looking for talented individuals like you to join our growing team!
We think you need these skills to ace Loans Documentation/ Loans Middle Office - Associate level: Boutique West End based Investment institution in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Loans Documentation/Loans Middle Office role. Highlight your relevant experience in loan administration and operations, and don’t forget to mention any specific systems you’ve worked with, like eFront.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your understanding of loan facility structures and how you can bridge the gap between teams effectively.
Showcase Your Skills: Don’t just list your skills; show us how you’ve used them in past roles. Whether it’s interpreting legal agreements or producing reports, give examples that demonstrate your expertise and problem-solving abilities.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Martis Search
✨Know Your Loans Inside Out
Make sure you brush up on your knowledge of loan facility structures and financial instruments. Being able to discuss these confidently will show that you’re not just familiar with the terminology, but that you understand the operational mechanics behind them.
✨Prepare for Legal Discussions
Since the role involves collaboration with Legal and Deal Teams, it’s crucial to review common legal documentation related to loans. Familiarise yourself with terms and conditions typically found in facility agreements so you can provide insightful feedback during discussions.
✨Showcase Your Tech Skills
Highlight your experience with loan administration systems, especially eFront. Be ready to discuss how you've used technology to streamline processes or solve problems in previous roles, as this will demonstrate your ability to adapt to their systems.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the team dynamics and the specific challenges they face in the Loans Operations department. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.