Dexian
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DESCRIPTION Manage borrower information flow from the Credit Portfolio Groups clients, ensuring adherence to Compliance policies regarding the handling of Private Material Non-Public Information Review and understand legal documents (including Credit Agreements), financial materials and investment committee memoranda in connection with syndicated and unitranche loans. Operate proactively and with urgency to ensure timely delivery of credit agreement financial covenant reporting information Navigate web-based due diligence data rooms, obtain and organize documentation Demonstrate problem-solving and solid judgment/decision making skills Exhibit ownership, escalation and resolution of issues when they occur in a timely manner Develop and maintain long-term relationships with the Credit Portfolio Group, the Credit Trading Desk, operations, legal, and compliance to ensure proper and timely posting of all documentation Ownership of internal communication, status updates and covenant compliance tracker Field and resolve ad-hoc queries from internal and external clients Identify and address control gaps and efficiency opportunities
QUALIFICATIONS 2-3 years of experience in financial professional roles Ability to work independently, pro-activity, knowing how to manage and track their portfolios organization skills Proficiency with excel skills (pivot tables, xlookup/vlookup) Professional communication skills with external clients Bachelors in finance/accounting/economy/business admin Strong skills with Microsoft Office Suite (Excel: Pivot Tables, ability to analyze large data sets) Knowledge of Commercial OR Corporate Loan products -OR- trading operations is a PLUS
Preferred: Loan IQ experience Experience reading legal documents (credit agreements)
Soft skills : Strong analytical, technical & problem-solving skills Effective, adaptable, & professional communication / interpersonal skills Strong attention to detail, quality & accuracy Demonstrated leadership abilities and strong teamwork skills Control Oriented Prioritize workload efficiently Results driven
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
DESCRIPTION Manage borrower information flow from the Credit Portfolio Groups clients, ensuring adherence to Compliance policies regarding the handling of Private Material Non-Public Information Review and understand legal documents (including Credit Agreements), financial materials and investment committee memoranda in connection with syndicated and unitranche loans. Operate proactively and with urgency to ensure timely delivery of credit agreement financial covenant reporting information Navigate web-based due diligence data rooms, obtain and organize documentation Demonstrate problem-solving and solid judgment/decision making skills Exhibit ownership, escalation and resolution of issues when they occur in a timely manner Develop and maintain long-term relationships with the Credit Portfolio Group, the Credit Trading Desk, operations, legal, and compliance to ensure proper and timely posting of all documentation Ownership of internal communication, status updates and covenant compliance tracker Field and resolve ad-hoc queries from internal and external clients Identify and address control gaps and efficiency opportunities
QUALIFICATIONS 2-3 years of experience in financial professional roles Ability to work independently, pro-activity, knowing how to manage and track their portfolios organization skills Proficiency with excel skills (pivot tables, xlookup/vlookup) Professional communication skills with external clients Bachelors in finance/accounting/economy/business admin Strong skills with Microsoft Office Suite (Excel: Pivot Tables, ability to analyze large data sets) Knowledge of Commercial OR Corporate Loan products -OR- trading operations is a PLUS
Preferred: Loan IQ experience Experience reading legal documents (credit agreements)
Soft skills : Strong analytical, technical & problem-solving skills Effective, adaptable, & professional communication / interpersonal skills Strong attention to detail, quality & accuracy Demonstrated leadership abilities and strong teamwork skills Control Oriented Prioritize workload efficiently Results driven
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.