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Consultant, Agency and Trustee Services
2-5 years
Bangalore / Bengaluru
1 vacancy
Consultant, Agency and Trustee Services
Kroll
posted 14d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Client Services-
We are currently hiring a role within Client Services team. Role will require to work closely with Transaction Managers (Front Office), External Clients, KYC, Data services and the Operations team to ensure the controlled on-boarding of all new transactions from the pre-closing/funding stages through certain ongoing portfolio administration tasks. 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.
Responsibilities:
Process Attributes:
Supporting a portfolio of loans and bonds
- Act as a conduit between finance parties representing lenders
- Track Obligor information undertakings, circulate to creditors (deliverables)
- Collaborate with management to bring ideas and suggestions for best practice
Consents, Waivers & Amendments
- Creditor outreach & facilitate questions on the request
- Maintaining a creditor consent register and provide updates on consent threshold
- Circulate executed amendment documentation to creditors
Obligor/Creditor accessions
- Creditor outreach & facilitate questions on the request including KYC
- Monitor KYC sign off from creditors
- Liaise with KYC team to onboard new obligors
- Circulate executed accession documentation to creditors
- Recording creditor accessions on internal operating platforms including diarizing KPI s
Prepayments / Repayments
- Creditor outreach & facilitate questions / obtain sign off on prepayment documentation
- Distribute executed prepayment documentation to creditors
- Collate outstanding fees, bank charges, legal fees / any WIP outstanding
- Coordinate with finance to raise any outstanding invoices
Process accordions, upsizes & incremental facilities
- Creditor outreach & facilitate questions / obtain sign off upsize documentation
- Monitor KYC sign off from creditors
- Liaise with KATS KYC team to onboard new obligors and lenders
- Distribute executed upsize documentation to creditors
Process Support:
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.
Requirements:
Bachelor s degree in commerce / finance or relevant experience
Knowledge of Lending operations.
Strong attention to detail with a risk aware mindset
Strong oral and written communication skills
The ability to work overtime is needed to support the team and ensure critical work is performed.
Flexible working in shifts
Ability to manage sensitive and confidential information.
Employment Type: Full Time, Permanent
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What people at Kroll are saying
Rating based on 2 Consultant
reviews
Anonymous · Finance & Accounting
in Mumbai
Likes
Good team and culture.
- Salary - Good+6 more
Dislikes
Nothing specific to mention.
Consultant salary at Kroll
reported by
27
employees
with 2-4
years exp.
₹10
L/yr - ₹20
L/yr
9%
more
than the average Consultant Salary in India
View more details
What Kroll employees are saying about work life
based on 129 employees
Flexible timing
Monday to Friday
No travel
Day Shift
Kroll Benefits
Submitted by Company
Work From Home (WFH) Options Volunteer Time Off Time Allotted for Learning Flexible Time Off
Submitted by Employees
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