US Corporate Loan & Operations Associate

Overview

SMBC US Corporate Loan and Operations is a part of the BCDAD group and is responsible for servicing a syndicated loan portfolio in which the bank is a participant. The Senior Team Leader supports, guides and directs the team's specialists and administrators. This is a tactical and transactional role with a broad range of responsibilities related to the department and the bank's objectives. Follows established guidelines to identify and resolve problems and frequently uses discretion in consultation with experts and peers.

Responsibilities

• Trains and coaches staff; provides daily performance feedback and technical expertise.
• Assists loan specialists to ensure loan servicing is accurate and approved.
• Manages end-to-end work flow; prioritizes team tasks in accordance with departmental objectives.
• Generates reports to monitor and track department activity; verifies reports for data integrity.
• Manages and leads new business and product initiatives.
• Liaises with technology partners in the project management and implementation of upgrades, maintenance, system testing or new applications.
• Adheres to all applicable internal and external regulatory polices and procedures.
• Participates in Disaster Recovery exercises to ensure smooth recovery of applications in the event of unplanned business disruption.

Qualifications

• Experienced in varieties of loan servicing including all aspects of funding
• Interpret credit agreements and related documentation
• Follow instructions very well; detail-oriented
• Understand all aspects of deal/loan administration functions and task
• Use of LIQ preferred, but not required, or like loan system
• Understanding of bilateral and syndicated deal structures
• Trouble-shoot basic loan related functional problems/issues
• 5 to 7 years of comparable or relevant experience
• Experience managing a team of loan specialists in a highly matrixed banking or financial institution is preferred
• Preferred: BA / BS (or equivalent experience)
• Degree in Finance, Accounting or Economics or comparable discipline is a plus.
• MS Word, MS Excel, MS Access, LoanIQ
• Expert ability to interpret credit agreements and related documentation.
• Advanced understanding of all aspects of loan or deal administration functions (including all aspects of funding).
• Functional experience managing processes and projects across multiple business and technical areas.
• Customer focused team player with expert verbal, written and interpersonal communication skills.
• Ability to work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness.
• Keen ability to work with a diverse cultural organization across the Americas, Asia and Europe.
• Ability to set priorities, develop a work schedule, monitor progress towards goals, and track activities.