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Shared Services and Banking Operations - Director - Firmwide Operations
Morgan Stanley
New York, NY, United States
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Description
Interpret structure and relevant terms and conditions of credit agreements and review other pertinent loan documentation in order to prepare new bank loan transactions for settlement
Ensure compliance with internal documentation requirements via coordination with Transaction Coordination Group Analyst
Build new credit facilities in the Firms loan tracking system Loan IQ (LIQ) and maintain system integrity
Coordinate closings through frequent interaction with Transaction Coordination Group Analyst with the business unit, outside counsel, Agent Banks, lenders, etc. as necessary
Book initial extension of credit with appropriate interest periods, interest rates, etc., obtain business unit approval, notify Corporate Treasury of funding requirements, and perform cash reconciliation function
Build customers following established client identification procedures and anti-money laundering guidelines
Reconcile system discrepancies and investigate issues that may arise in connection with new issue bank debt closings
liaise with Transaction Coordination Group Analyst for resolution and Associate and Director for escalation purposes
Qualifications
Confident professional
Articulate
Self motivated
Problem Solver
Analytical
People person
Ability to multi-task and manage deadlines
Excellent organization skills required
Detail oriented
Loan IQ experience
Familiarity with syndicated loan product and credit documentations