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Loan Administration

Title VP Agency Loan Operations – Loan IQ
Categories Investment Management, Loan Administration, Syndicated Loans
Location New York, NY
Job Information

Our global Investment Management client is seeking to recruit a VP Loan Operations with Loan IQ subject matter expertise to oversee primary and secondary loan trading operations, maintain relationships with borrowers, private equity sponsors and multiple loan investors and to implementation and maintain internal controls and systems.


  • Oversee the implementation of internal controls and systems for primary and secondary loan trades
  • Maintain relationships with borrowers, private equity sponsors and multiple loan investors
  • Work closely with Accounting, Compliance, Loan Underwriting, Portfolio Management, and Legal to coordinate and execute transaction closings
  • Analyze and review loan documentation, internal loan memorandums, funds flow, credit agreements, fee letters, and KYC requirements to ensure accurate loan establishment
  • Create and organize loan closing materials and upload loan information for loan pricing, payments, compliance tracking, utilization requests and other loan service requirements
  • Work closely with trading desks and legal for post-closing primary syndication process
  • Coordinate daily trade activity for ongoing secondary trades with counterparties and trade support staff
  • Coordinate with Portfolio Management, Letter of Credit Management and third-party Issuing Banks to record Letter of Credit issuances and activities
  • Act as an intermediary between borrowers and lenders
  • Respond to lender inquiries regarding positional discrepancies, interest and payments, and deal structure
  • Submit invoices to borrowers and lenders for fees, interest and principal payments
  • Process loan amendments, deal restructurings, and loan payoffs
  • Work closely with Portfolio Management teams to update global commitment amounts, pricing, amortization schedules, maturity dates, and bank group lender schedules
  • Assist with best practices and the development of policies and procedures


  • Bachelor’s Degree
  • Loan IQ subject matter expertise
  • Demonstrated agency loan operations and deal administration expertise
  • Prior experience with broadly syndicated loans,┬áterm loans, revolvers and delayed draw term loans
  • Advanced knowledge of the broadly syndicated loan process
  • Proficient with MS Office
  • Strong project management and team leadership ability
  • Position will be based out of the NYC office post-Covid
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