Talent.com
Client Management
Client ManagementTSR • New York, NY
Client Management

Client Management

TSR • New York, NY
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.temporary]
[job_card.job_description]
  • Location: New York, NY
  • Type: Contract
  • Job #70851

Our client, a financial services company is hiring a Client Management AVP on a contract basis.

Work Location:

New York, NY

Required Skills:

  • Bachelor’s Degree or equivalent work experience
  • 8 years of experience in loan operations
  • 5 years of banking/finance industry experience
  • Working knowledge of primary lending systems: ACBS, ClearPar, WSO, Loan IQ, SyndTrak, Intralinks, Debt Domain, payments systems GBS
  • Highly motivated, tenacious, and proactive.
  • Commercial and possess strong verbal reasoning skills as well as being detail oriented and analytical
  • Ability to prioritize using own initiative, frequently to tight and demanding deadlines, with a varied workload.
  • To ensure that all activities and duties are carried out in full compliance with regulatory requirements, Operational Risk Framework and internal Policies and Standards.
  • Ability to identify issues on agency transactions often complex structures and find workable solutions.
  • Ability to establish effective working relationship with Borrowers at senior management/board level.
  • To build long lasting and trusting relationships with senior deal teams in CB, IB, Trade and Leveraged Finance.
  • Ability to challenge in the right way, discuss and negotiate agency related issues with colleagues at D/MD level, with external clients and sponsors at executive director level and with external legal counsel at partner level.

Skills that will help you in the role:

  • Ability to review legal loan documentation and ensure it meets operational requirements for agented and participation transactions
  • The role requires a high level of attention to detail and good oral and written Restricted – External communication skills
  • Capability to review loan documentation, the Letter of credit product and lending transaction
  • Ability to work very independently and take full ownership of defined tasks and be resourceful to address questions
  • High level of analytical and numeracy skills with a good working knowledge of excel.
  • Strong business skills, including the ability to deliver solutions with commercial awareness.
  • Experience of providing detailed instructions to lawyers and other professionals.
  • To ensure the team are aware of risk identifiers and the prompt and effective escalation of risk matters.
  • A good understanding of operational/funding issues to ensure that unsupportable deals are not signed and workable solutions are agreed in good time.
  • To understand and ensure a workable agency interaction with other parts of the Firm including Loan Servicing, Trade Finance, Treasury and the derivative products.
  • Proficient in using Microsoft Office applications.
  • Quality conscious and detail oriented.

Responsibilities:

  • Reviewing the daily Client Management workflow for the loan transactions where client is a lead agent or lender participant
  • Reviewing closing documentation to ensure it meets operational requirements and manage teams’ performance to ensure all financial closings are properly positioned to fund
  • Ensuring all appropriate committee approvals, credit risk sanctions, loan documentation, and KYC are complete and in place to ensure efficient and timely closing
  • Reviewing legal loan documentation and ensure it meets operational requirements where applicable for agented and participation transactions and serve as Subject Matter Expert
  • Ensuring covenant diaries and financial covenants are keyed properly into LISTT according to the credit agreement for asset management purposes
  • Managing the associated closing process utilizing internal systems and checklists to complete the setup of a transaction profile
  • Validating the processing of amendments/ waivers and consent requests from Borrowers which are technical in nature
  • Undertaking and adhering to all compliance requirements and internal policies applicable to this role
  • Frequent interaction with borrowers, numerous client relationship areas and external parties e.g. professional advisers.
  • Ensure delivery of a premium facility agent service to both internal and external clients.
  • As a loan documentation expert, ensure executed loan documentation works from an agency and loan servicing perspective and that the Firm is not unknowingly tied into an unworkable or administratively onerous transaction for many years.
  • To work with limited direction from senior management, to recommend policies and procedures, make and approve decisions of facility structures and manage day to day activities.
  • To help build and enhance the agency franchise client has in the loan market, keeping our client at the centre of everything we do whilst maintaining the Values.
  • Manage a portfolio of facilities on a day to day basis within agreed terms and conditions.
  • Liaise closely with Operations teams in respect of new facility set up, amendments, drawdowns and fees.
  • Develop and maintain strong relationships with internal Business Partners.
  • Responsible for ensuring documented reporting information is received in a timely manner and disseminated to lenders appropriately.
[job_alerts.create_a_job]

Client Management • New York, NY

[internal_linking.similar_jobs]

Specialist, Client Management

Starcom Mediavest Group Germany GmbhNew York, NY, United States
[job_card.full_time]

Influential is looking for an experienced Specialist, Client Management.The ideal candidate will learn how we execute campaigns, working closely with our Client and Campaign Management teams to ens...[internal_linking.show_more]

 • [job_card.promoted]

Asset & Wealth Management, Multi-Asset Solutions: Model Portfolios - Client Portfolio Manager, Associate

The Goldman Sachs Group, Inc.New York, NY, United States
[job_card.full_time] +1

Client Portfolio Manager (CPM).Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within Asset & Wealth Management (AWM) at Goldman Sachs.It designs and develops comprehen...[internal_linking.show_more]

 • [job_card.promoted]

Asset & Wealth Management, Multi-Asset Solutions: Model Portfolios - Client Portfolio Manager, Associate

Goldman SachsNew York, NY, United States
[job_card.full_time] +1

Client Portfolio Manager (CPM).Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within Asset & Wealth Management (AWM) at Goldman Sachs.It designs and develops comprehen...[internal_linking.show_more]

 • [job_card.promoted]

Wealth Management Analyst – Client Services & Growth

PowerToFlyNew York, NY, United States
[job_card.full_time]

A leading financial services firm is looking for a Wealth Management Analyst to provide exceptional client service and support Financial Advisors.The role involves organizing business strategies, a...[internal_linking.show_more]

 • [job_card.promoted]

Client Onboarding Analyst 1

CitiNew York, NY, United States
[job_card.full_time]

Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the opportunity to grow your caree...[internal_linking.show_more]

 • [job_card.promoted]

Client Service Manager

With CoverageNew York, NY, United States
[job_card.full_time]

Location: New York, NY or Philadelphia, PA.WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy.We partner with hundreds of...[internal_linking.show_more]

 • [job_card.promoted]

Senior Global Specialist - Multinational Client Management Practice

Willis Towers WatsonStaten Island, NY, United States
[job_card.full_time]

Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.With roots dating to 1828, Willi...[internal_linking.show_more]

 • [job_card.promoted]

Client & Partner Solutions Associate

Sigma360New York, NY, United States
[job_card.full_time]

Client & Partner Solutions Specialist.Sigma360 is an MIT-incubated and venture-backed AI driven global data and analytics firm that helps clients better manage risk.Sigma360's unique products lever...[internal_linking.show_more]

 • [job_card.promoted]

Senior Global Specialist - Multinational Client Management Practice

Willis Towers Watson PlcNew York, NY, United States
[job_card.full_time]

Senior Global Specialist - Multinational Client Management Practice.Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the wor...[internal_linking.show_more]

 • [job_card.promoted]

Client Lifecycle Management Analyst- NYC

StaffingNew York, NY, United States
[job_card.full_time]

Client Lifecycle Management Analyst.Location: NYC - Onsite Duration: 6+ months.Work Experience: 3-5 years - Experience in financial services preferably in a client-facing operations role.Descriptio...[internal_linking.show_more]

 • [job_card.promoted]

Client Success Manager

TradeJobsWorkForce10702 Yonkers, NY, US
[job_card.full_time]

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio...[internal_linking.show_more]

 • [job_card.promoted]

Client Management Specialist

Hire Score LlcNew York, New York, US
[job_card.full_time]

As a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs.This role assists with managing client product and business port...[internal_linking.show_more]

 • [job_card.promoted]

Client Management - Associate

Smbc Global Foundation IncNew York, NY, United States
[job_card.full_time]

CM) is a derivatives trading firm based in New York City, with offices in Charlotte, NC, London and Hong Kong.SMBC CM is an established derivatives dealer with a broad product portfolio focused on ...[internal_linking.show_more]

 • [job_card.promoted]

Associate I, Client Relations

William BlairNew York City, NY, United States
[job_card.full_time]

Solutions for Today's Challenges.Vision for Tomorrow's Opportunities.Join William Blair, the Premier Global Partnership.Investors rely on William Blair Private Wealth Management to activate their c...[internal_linking.show_more]

 • [job_card.promoted]

Specialist, Client Management

Digitas North AmericaNew York, NY, United States
[job_card.full_time]

Influential is an AI social data and conversion technology, as well as a Developer Partner of IBM Watson and a Facebook Marketing Partner.Utilizing a network of over 1,000,000 social media influenc...[internal_linking.show_more]

 • [job_card.promoted]

Client Service Manager

Arthur J Gallagher & CoNew York, NY, United States
[job_card.full_time]

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be backed by our digital ecosystem: a ...[internal_linking.show_more]

 • [job_card.promoted]

Client Onboarding & Implementation Manager

9finNew York, NY, United States
[job_card.full_time]

Private 9fin is our newest and most powerful product, designed to bring clarity and structure to some of the most sensitive and complex information in credit markets.It gives clients secure access ...[internal_linking.show_more]

 • [job_card.promoted]

Client Service Associate- Insurance & Wealth Management(Capital Management Group)

Hightower AdvisorsPearl River, NY, United States
[job_card.permanent]

At CMG we build lasting relationships with our clients to create a course of action helping them meet their financial needs for today and their goals for tomorrow.We are an experienced group of pro...[internal_linking.show_more]