Analyst, Agency and Trustee Services

Kroll; Bengaluru; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Kroll is seeking a role within the Client Services team in Bengaluru to support the onboarding and ongoing administration of loan and bond portfolios. The role interfaces with Transaction Managers, external clients, KYC and Data Services, and Operations to ensure accurate records and timely reporting of aged items.

Responsibilities include processing attributes, consents, waivers, amendments, KYC sign-offs, accession documentation, and managing prepayments and upsizes.

Qualifications

• Bachelor’s degree in commerce / finance or relevant experience.
• Knowledge of Lending operations.
• Strong attention to detail with a risk aware mindset.
• Strong oral and written communication skills.
• The ability to work overtime is needed to support the team and ensure critical work is performed.
• Flexible working in shifts.
• Ability to manage sensitive and confidential information.

Responsibilities

• Process Attributes: Supporting a portfolio of loans and bonds.
• 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.

Skills

Detail-oriented

Financial knowledge

Communication skills

Overtime flexibility

Shift work

Confidential information handling

Education

Bachelor's degree in commerce/finance

Job description

We are currently hiring a role within Client Services team. Role will require to work closely with Transaction Managers (Front Office), External Clients, KYC , Data services and the Operations team to ensure the controlled on-boarding of all new transactions from the pre-closing/funding stages through certain ongoing portfolio administration tasks. The individual will have responsibility for the completion of many key portfolio and transaction tasks and for reporting of aged items and ownership of resolution. As such they are required to detail orientated, organized and able to maintain accurate and complete records at all times.

Responsibilities

• Process Attributes:

  • Supporting a portfolio of loans and bonds
  • 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

  • Creditor outreach & facilitate questions on the request
  • Maintaining a creditor consent register and provide updates on consent threshold
  • Circulate executed amendment documentation to creditors

• Obligor/Creditor accessions

  • Creditor outreach & facilitate questions on the request including KYC
  • Monitor KYC sign off from creditors
  • Liaise with KYC team to onboard new obligors
  • Circulate executed accession documentation to creditors
  • Recording creditor accessions on internal operating platforms including diarizing KPI’s

• Prepayments / Repayments

  • Creditor outreach & facilitate questions / obtain sign off on prepayment documentation
  • Distribute executed prepayment documentation to creditors
  • Collate outstanding fees, bank charges, legal fees / any WIP outstanding
  • Coordinate with finance to raise any outstanding invoices

• Process accordions, upsizes & incremental facilities

  • Creditor outreach & facilitate questions / obtain sign off upsize documentation
  • Monitor KYC sign off from creditors
  • Liaise with KATS KYC team to onboard new obligors and lenders
  • Distribute executed upsize documentation to creditors

Process Support

• Demonstrate high regard for organization’s policy & procedures.
• Demonstrate accountability & ownership.
• Identify, Analyze, Prioritize, Treat & Monitor Risks
• Effectively manage risk & business goals
• Manage process controls effectively.

Requirements

• Bachelor’s degree in commerce / finance or relevant experience
• Knowledge of Lending operations.
• Strong attention to detail with a risk aware mindset
• Strong oral and written communication skills
• The ability to work overtime is needed to support the team and ensure critical work is performed.
• Flexible working in shifts
• Ability to manage sensitive and confidential information.

About Kroll

In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answers—in all areas of business.

We embrace diverse backgrounds and global perspectives, and we cultivate diversity by respecting, including, and valuing one another. As part of One team, One Kroll, you’ll contribute to a supportive and collaborative work environment that empowers you to excel.

Kroll Agency and Trustee Services provides conflict-free, flexible, and highly efficient administrative and trustee services to the global loan and bond markets. As a leading independent service provider, we specialize in the administration of privately placed notes, restructuring situations, syndicated, bi-lateral and private credit transactions. Our team of industry leading experts coupled with our high touch service, speed of execution and 24/7 responsiveness sets us apart from other providers. To learn more, please visit https://www.kroll.com/en/services/agency-and-trustee-services

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