Managing Consultant, Agency and Trustee Services

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Summary:

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

We are currently hiring a position within the Data services process. This role will require us to work closely with Transaction Managers (Front Office), External Clients, KYC and the Operations team to ensure the portfolio administration tasks are completed. 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 be detail orientated, organized and able to maintain accurate and complete records at all times. The ideal candidate will be a proactive and meticulous critical thinker. Must possess attributes of sound judgement, tact, and diplomacy. Strong analytical skills with an ability to identify issues. Ability to act independently (decision making) and be a team player as well.

Responsibilities:

Static Management:

• Data input and maintenance on a proprietary loan administration platform. This task involves accurately entering and updating data related to loans in a specialized software system designed specifically for managing loan information.
• Monitor the Data services inbox for receipt of documents and queries. The aim is to promptly identify and address any incoming requests or issues that may require attention, ensuring that all communications are responded to in a timely manner.
• Collaborate with various teams within the organization to understand data flows and process.
  Working closely with different departments or teams within the organization to gain a comprehensive understanding of how data moves through various systems and processes.
• Ongoing maintenance of Lender/Borrower contact static set up in LIQ and other systems.
  This includes ensuring that contact details are accurate and that any changes in contact information are reflected across all platforms to facilitate efficient communication.
• Manage any ad-hoc tasks and ensure completion within expected TAT. It is necessary to handle various unplanned or one-off tasks that may arise unexpectedly.
• This requires effective time management and organizational skills to ensure that all such tasks are completed within the expected turnaround time (TAT), maintaining overall workflow efficiency.
• Functional knowledge of Loan IQ and Lending Domain is a plus.
  Having a solid understanding of the Loan IQ system and the overall lending domain is advantageous.
• Knowledge of building different types of payment instruction on Loan IQ application.
  Static set up of remittance instructions, customers and performing callback to confirm the payment details of borrower/lenders. Additionally,
• Perform Callback to confirm the admin details with the customers. It involves conducting follow-up calls to confirm payment details with borrowers and lenders, ensuring accuracy and preventing any potential discrepancies in transactions.

Support Functions:

• Attend daily WIP call and update the team on workstreams.
• Effective collaboration ensures that all teams are aligned and that any potential bottlenecks or inefficiencies in data handling are identified and addressed.
• Working closely with the management accounting and operations teams to assist in resolving any queries arising from the payments and operations teams.
• Working with Management to assist in the production of the Monthly MIS Report.
• Managing ad-hoc transaction activity – assisting transaction management team to administer ad-hoc and unscheduled transaction activity as directed and in accordance with procedures.
• Reporting and Compliance - completing and delivering regular reports and action points to management and working to improve procedures and processes based on regular findings.

Process Management:

• 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.
• Bachelor’s degree in commerce / finance or relevant experience
• Experience in Lending operations.
• Experience with loans systems such as Loan IQ
• Strong oral and written communication skills
• Ability to work overtime as needed to support the team and ensure critical work is performed.
• Flexible working in shifts
• Ability to manage sensitive and confidential information.

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