Loan Lifecycle - Consultant

Role & responsibilities

• Understand, comprehend and validate different terms and details of various loan agreements such as Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.
• Liaise with US-based team, loan administration and portfolio management partners to confirm and/or update as needed
• Maintain data integrity with internal partners in and Data Integrity Officers
• Work with various internal databases for client information tracking and reporting Liaise with US-based, loan administration and portfolio management partners for on-going management of compliance related information and data entry into supporting databases and end user computing tools
• Credit background; strong familiarity with legal documents related to credit facilities Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.
• Understanding of different elements of a Loan Agreement
• Understanding of different credit facilities Revolving Line of Credit, Term Loan, Swinglines, Letter of Credits, Standby Letter of Credits
• Understanding of the Loan Lifecycle
• Experience with Loan SORs and SOOs Loan IQ, Delta, CORS, CreditView, AFS
• Detailed understanding of an underwriting memo
• Demonstrates awareness and understanding of the financial regulatory environment

Preferred candidate profile

Perks and benefits