Senior Associate, Agency and Trustee Services, L3.2

Kroll; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global risk advisory firm seeks a Senior Associate to manage a portfolio of loans and bonds. Responsibilities include maintaining borrower relationships, reviewing finance documents, and ensuring compliance with KYC. Ideal candidates will have knowledge of loan market practices, excellent communication skills, and the ability to handle multiple tasks under pressure. This role is full-time with the potential for extended hours based on business needs.

Qualifications

• Knowledge of current loan market practices.
• Strong team player with excellent communication skills.
• Ability to work under pressure and multi-task.
• Strong attention to detail with a risk aware mindset.
• Well organised and able to prioritise tasks.
• Available to work extended hours as the business dictates.

Responsibilities

• Ownership of a portfolio of loans and bonds from a BAU perspective.
• Maintain and build on Borrower relationships.
• Collaborate with management for best practices.
• Documentation and review of finance documents with counsel.
• Hold security over borrower assets for creditors.

Skills

Marketing

Microsoft Office

Fact check

Adobe Acrobat

FDA Regulations

Data Collection

Magento

Copy Editing

Clinical Trials

Martech

Salesforce

Analytics

Job description

Description

Senior Associate

Kroll Agency & Trustee Services (FKA Lucid Agency and Trustee Services Ltd) was launched in 2017 and provides independent conflict-free third-party loan agency security agency and bond trustee services. Servicing the bond and loan markets Kroll has developed its strong reputation by providing proactive and bespoke services to its clients. We currently manage over 900 loan and bond transactions.

Due to rapid growth we are looking for talented individuals to join our Client Services team.

Day to Day Responsibilities

• Ownership of a portfolio of loans and bonds from a BAU perspective

Documentation review for all BAU matters.

• Maintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunities.
• Represent creditors security interests.
• Act as a conduit between finance parties representing lenders.
• Track Obligor information undertakings circulate to creditors (deliverables).
• Collaborate with management to bring ideas and suggestions for best practice.
• Consents Waivers & Amendments
• Documentation review & negotiation of finance documents with counsel.
• Creditor outreach & facilitate questions on the request.
• Maintaining a creditor consent register and provide updates on consent threshold.
• Executing amendment documentation and circulate to creditors.
• Instruct OPS to implement amendments on internal operating platforms.
• Obligor accessions
• Documentation review & negotiation of finance documents with counsel.
• Creditor outreach & facilitate questions on the request including KYC.
• Monitor KYC sign off from creditors.
• Liase with KATS KYC team to onboard new obligors.
• Executing accession documentation and circulate to creditors.
• Take additional security where applicable.
• Creditor Accessions
• Review and execution of accession documentation (usually scheduled to ICA).
• Prepayments / repayments
• Review and execution of release documentation and pay-off letters.
• Coordinate to finalise pay-off amounts.
• Process accordions upsizes & incremental facilities
• Documentation review & negotiation of finance documents with counsel.
• Monitor CPs.
• Coordinate KYC requirements for new Borrowers / lenders.
• Coordinate closing / funding for drawdown.
• Check payment files and release funds for BAU drawdowns and full repayments
• Security / collateral
• Hold security over borrower / obligor assets for benefit of the creditors.
• Facilitate taking new security and releasing existing security.
• Review and execution of security documents.

Essential Traits

• Knowledge of current loan market practices.
• Strong team player with excellent communication skills.
• Ability to work under pressure and multi-task.
• Strong attention to detail with a risk aware mindset.
• Well organised and able to prioritise tasks.
• Available to work extended hours as the business dictates.

About Kroll

Join the global leader in risk and financial advisory solutions Kroll. With a nearly century-long legacy we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team One Kroll youll contribute to a collaborative and empowering environment propelling your career to new heights. Ready to build protect restore and maximize our clients value Your journey begins with Kroll.

Kroll is committed to equal opportunity and diversity and recruits people based on merit.

Required Experience :

Senior IC

Key Skills

• Marketing
• Microsoft Office
• Fact check
• Adobe Acrobat
• FDA Regulations
• Data Collection
• Magento
• Copy Editing
• Clinical Trials
• Martech
• Salesforce
• Analytics

Employment Type : Full-Time