Overview
As part of the transaction coordination group, you will support our Leveraged Debt Capital Markets (LDCM) business by coordinating the loan closing process and managing our loan pipeline. In this role, you’ll be responsible for coordinating the client onboarding/know-your-client (KYC) process within Investment Banking & Capital Markets (IBCM) by working closely with the Business, external clients, the client onboarding team, and anti-financial crime (AFC) team. This is a great opportunity to build relationships, expand your skillset, and gain product knowledge within one of our key front office businesses.
What You’ll Do
- Coordinating the loan closing process amongst counsel/borrower, LDCM, coverage, credit/market risk, finance, KYC, anti-money laundering, and loan operations. This includes managing all necessary approvals, dealing with lender queries, capturing transaction details, and performing functional risk controls
- Serve as a central point of contact for external clients, receiving and posting financials to agency sites and coordinators; you’ll also engage with clients to address resolve issues pertaining to invoicing, trade settlement
- Proactively helps identify upcoming client needs and maintain a high level of due diligence for clients, focusing on clarity, transparency, and expedience
- Maintaining active deal pipelines, capital projections, and portfolio metrics, with commitment to metrics and projections
- Coordinate and produce reporting deliverables for regulatory bodies
- Actively participate in initiatives to develop and enhance controls and efficiency (i.e., process/workflow improvement and technology solutions)
Skills You’ll Need
- Coordinating the loan closing process amongst counsel/borrower, LDCM, coverage, credit/market risk, finance, KYC, anti-money laundering, and loan operations. This includes managing all necessary approvals, dealing with lender queries, capturing transaction details, and performing functional risk controls
- Serve as a central point of contact for external clients, receiving and posting financials to agency sites and coordinators; you’ll also engage with clients to address resolve issues pertaining to invoicing, trade settlement
- Proactively help identify upcoming client needs and maintain a high level of due diligence for clients, focusing on clarity, transparency, and expedience
- Maintaining active deal pipelines, capital projections, and portfolio metrics, with commitment to metrics and projections
- Coordinate and produce reporting deliverables for regulatory bodies, and actively participate in initiatives to develop and enhance controls and efficiency (i.e., process/workflow improvement and technology solutions)
Skills That Will Help You Excel
- Bachelor’s degree is required
- Excellent communication skills, both written and spoken
- Self-motivated
- Self-starter
Expectations
It is the Bank’s expectation that employees hired into this role will work in the New York, NY or Jacksonville, FL office in accordance with the Bank’s hybrid working model.
