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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, pension, healthcare, and hybrid working options.
- Why this job: Join a growing team and make an impact in loan documentation and 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 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 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 leaving a positive impression. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨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 take the initiative to connect with us directly.
We think you need these skills to ace Loans Documentation/ Loans Middle Office - Associate level: Boutique West End based Investment institution in 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 showcase your understanding of loan facility structures and financial instruments.
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 specific experiences that relate to the job description, especially your ability to bridge gaps between teams and your familiarity with legal documentation.
Showcase Your Skills: Don’t just list your skills; demonstrate them! If you’ve worked with eFront or have strong Excel skills, provide examples of how you’ve used these tools effectively in past roles. This will help us see your potential impact on our team.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Martis Search
✨Know Your Loans Documentation Inside Out
Make sure you brush up on your knowledge of loan facility structures and documentation. Be prepared to discuss specific examples from your past experience where you've identified operational risks or inconsistencies in legal agreements.
✨Showcase Your Collaboration Skills
Since this role involves working closely with Legal and Deal Teams, think of instances where you've successfully collaborated with different departments. Highlight how you ensured operational considerations were incorporated during negotiations.
✨Be Ready for Technical Questions
Expect questions about loan administration systems, especially eFront. Familiarise yourself with its functionalities and be ready to discuss how you've used similar systems in your previous roles.
✨Demonstrate Your Reporting Prowess
Prepare to talk about your experience in producing reports for investment teams. Bring examples of how you've monitored outstanding items or addressed documentation-related risks, showcasing your analytical skills.