Client Manager - Loan Agency

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

• Responsible for developing and overseeing new Loan Agency clients and services onto servicing platform.
• Supervising the delivery of a team of Loan Analysts and Senior Loan Analysts
• Manage the standard of work delivered from staff monitoring quality and efficiency of work provided and delegate work to appropriate levels as required
• Responsible for ongoing transaction deliverables including waterfalls, notices, and managing significant events in credit agreements
• Review, manage, interpret loan documentation for operational or reporting requirements, including providing expertise on the administrative and operational aspects of the loan agreement
• Investigate and resolve discrepancies between client data sets and internal systems.
• Act as the point of contact and escalation, building and maintaining strong relationships with lenders, borrowers and software provider, liaising with these parties on a frequent basis.
• Responsible for accurate client reporting, liaising with internal accounting teams to ensure deliverables are accurate and timely.
• Assist in designing and documenting the processes and procedures across all aspects of the loan agency delivery
• Work closely with the Head of Loan Servicing and directors on business development initiatives and assist in the preparation of prospective client workshops, demonstrations, and training.
• Assist the Head of Loan Servicing and Head of Function at business opportunities for this segment, in terms of expanding our offering or solution.
• Perform special projects, and additional duties and responsibilities as required
• Training and coaching to ensure appropriate coverage and skill levels throughout the wider team

Qualifications

• Third level qualification in Business or Legal (or similar)
• 5 years’ experience in Similar Agency role
• Managing clients and relationships with 3rd parties
• Experience of managing multi-jurisdictional teams is desired
• Strong experience in debt and credit systems. Experience with Allvue an advantage

• ‘Can do’ attitude, ability to cope with tight deadlines and working under pressure
• Strong commercial acumen and work ethic
• Intermediate to Advanced Excel skills