What are the responsibilities and job description for the Syndicated Loan Deal Closer position at UBS?
United States - Connecticut, United States - New York
Operations
Investment Bank
Job Reference #
290560BR
City
New York, Stamford
Job Type
Full Time
Your role
UBS AG is looking for a Deal Closer to join our Global Loan Services (GLS) team.
GLS is responsible for the front-to-back operational lifecycle management of our portfolio of corporate loans. This includes origination/loan deal closing, primary syndication, loan servicing, amendments, restructurings, and terminations.
GLS is responsible for the front-to-back operational lifecycle management of our portfolio of corporate loans. This includes origination/loan deal closing, primary syndication, loan servicing, amendments, restructurings, and terminations.
- Manage a complex and diverse portfolio of corporate loan deals and ensure all activities are processed timely and accurately.
- Collaborate with our internal and external stakeholders to close new corporate loan transactions and amendments to existing deals.
- Review Credit Agreements and provide feedback for operational servicing feasibility.
- Ensure all post close fees, revenue, and breaks are allocated and cleared.
- Research and resolve problems/issues.
- Coordination with, and oversight of, our offshore team and vendors.
- Respond promptly to inquiries from internal business partners and external clients.
- Manage various types of risk.
- Cultivate system and process enhancements and industry initiatives.
Your team
In Group Operations we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. Role is based in either NYC or Stamford.
To succeed our people must:
To succeed our people must:
- Drive the organization forward by working with purpose and passion.
- Know what our Stakeholders want and need.
- Support digital transformation
Your expertise
Corporate Loans Deal Closing experience is a must (5 yrs)
Other qualifications for this role include:
Other qualifications for this role include:
- Detail oriented, high degree of accuracy
- Client centric and able to effectively communicate both verbally and in writing.
- Excellent interpersonal / customer service skills, attentiveness, information retention, tact and diplomacy in dealing with internal and external stakeholders.
- Ability to multi-task and work in a dynamic, fast-paced environment and under pressure as needed.
- Excellent analytical and mathematical skills.
- Risk oriented and proactive with strong organizational skills.
- Interested in digitalization and have an affinity with technology.
- Technical aptitude with a drive to make processes more efficient and controls more robust through optimization and new technology (i.e., automation).
- Understand of Operation, Financial and Market Risk.
- Robotics - (Optional)
- VBA - (Optional)
- Alteryx - (Optional)
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
Salary information
CA, CO, WA and NY based roles: The salary range for this role is $135,000 to $165,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Contact Details
UBS Business Solutions SA
UBS Recruiting
UBS Recruiting
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Commercial Loan Closer
Oversea-Chinese Banking Corporation Limited -
New York, NY
Loan Closer Associate
Jefferies -
New York, NY
Account Executive - Sales
The Real Deal -
New York, NY
