Global Capital Markets Client Administrator II - Loan Agency

As part of the Loan Market Solutions Division, the Loan Agency team provides third-party Administrative and Collateral Agent services for sophisticated institutional clients in the syndicated and private credit loan space. Our team manages daily loan servicing, including transaction onboarding, processing assignments/trades, debt service payments, fundings, loan reprices, and more. Join our dynamic, experienced team focused on high-touch client service and continuous process improvement. This role offers a fast-paced environment with career advancement opportunities.

Other acceptable locations include Chicago, IL, Baltimore, MD, and Minneapolis, MN.

Responsibilities

• Daily loan administration, including transaction onboarding, debt service payments, loan fundings, loan reprices, amendments, and terminations.
• Resolve discrepancies and review trade documents for execution.
• Process executed trades in the loan system.
• Partner with relationship managers and other internal parties to oversee portfolios, resolve issues, and foster client relationships.
• Liaise with clients and external parties to provide excellent customer service, resolve issues, and respond to client requests/questions in a timely manner.
• Assist with additional special projects and initiatives as requested.
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points and issues raised by external regulators.
• Complete other related duties as assigned.

Requirements

• Combined minimum of 4 years’ higher education and/or work experience, including at least 5 years of relevant work experience with direct client contact.
• Exposure to Loan Agency and/or Loan IQ.
• Strong focus on customer service and satisfaction.
• Strong verbal and written communication skills.

Preferred Qualifications

• Bachelor’s degree focused on Finance, Business, Economics, or Accounting, with a minimum of 5 years of relevant work experience and direct client contact.
• Experience with Loan Agency or LoanIQ.
• CCTS (Certified Corporate Trust Specialist) certification, if corporate trust focus.
• Strong skills in pertinent software applications, with the ability to learn new applications.
• Experience working in a team environment.
• Strong interpersonal skills with the ability to build trust with clients.
• Self-confident with a proven ability to work well with highly capable and successful individuals.
• Strong analytical ability.
• Demonstrated ability to develop strong working relationships with administrative support areas.
• Experience contributing to positive working relationships while maintaining integrity and professionalism.

Pay

The pay range for this position is $24.87 - $41.45 hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.