Deal Closings & Monitoring Analyst (Middle Office)

Groupe BPCE; New York (NY); Sur place; USD 105 000 - 150 000; Plein temps

Résumé du poste

Natixis in New York seeks a Deal Participations Closing and Monitoring Analyst (associate or VP) to support the credit lifecycle across multiple business lines.

You will partner with Front Office, Loan Booking, Back Office, Legal, Risk and Compliance to ensure accurate deal booking in Loan IQ, manage CPs, covenants, collateral, and insurance premiums, and drive process improvements with IT and operations.

Qualifications

• Bachelor’s degree in Finance or related field is required.
• Two years (associate) or five years (VP) of progressive lending experience.
• Experience in commercial banking systems and credit lifecycle.
• Strong MS Office skills, especially Excel and PowerPoint.
• Knowledge of LCs is a plus.

Responsabilités

• Actively participating in pre-closing meetings and providing essential support to the Front Office for new deals.
• Meticulously reviewing credit agreements for adherence to credit approvals and partnering with the Deal Closing team for precise booking in Loan IQ.
• Ensuring all Conditions Precedent (CPs) are met before processing any funding.
• Collaborating with the Loan Booking team to provide critical information and execute controls for accurate deal booking in Loan IQ.
• Overseeing deals from inception through to termination, adeptly managing amendments and waivers in partnership with the FO and Deal Closing team.
• Facilitating the prompt booking of credit insurances, calculating premiums, and ensuring strict compliance with Insurance Certificate requirements.
• Setting up and vigilantly monitoring covenants in Loan IQ for both bilateral and participant deals, guaranteeing timely reporting to Account Managers and the Credit Risk Department, if applicable.
• Managing the setup and updates of collateral in Loan IQ, adhering to business-line specific frequency requirements.
• Ensuring rigorous compliance with all regulatory requirements, including collateral reporting, and verifying that facilities are repaid according to credit approval conditions.
• Cultivating and maintaining strong, productive relationships with business units, GFO Ops teams, outsourced providers, and internal support/control groups to drive continuous process enhancement.
• Partnering closely with your supervisor to optimize processes and controls.
• Proactively identifying and mitigating operational risks, while simultaneously seeking out and championing opportunities for process improvements with IT and other operations teams.

Connaissances

MS Office (Excel, PowerPoint)

Financial statement analysis

Credit risk understanding

Letters of Credit

Formation

Bachelor’s degree in Finance or related field

Outils

Loan IQ

Cash Plus

Description du poste

Natixis in New York seeks a Deal Participations Closing and Monitoring Analyst (associate or VP) to support the credit lifecycle across multiple business lines.

You will partner with Front Office, Loan Booking, Back Office, Legal, Risk and Compliance to ensure accurate deal booking in Loan IQ, manage CPs, covenants, collateral, and insurance premiums, and drive process improvements with IT and operations.