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Global Loans Services - Director
Morgan Stanley
New York, NY, United States
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Global Loans Services - Primary Origination - Director
Description
The role of the Director within the NY Primary Origination team is to manage the complete operational lifecycle of the loan origination process. The role provides an excellent opportunity for development and progression and includes a high degree of interaction with senior stakeholders within Operations as well as Investment Banking / Capital Markets, Sales & Trading, Legal, Compliance and Finance.
• Closing and funding of syndicated loans and bilateral loans, reviewing loan documents, managing loan amendments, settlement of trades, and ensuring accurate set up and booking of transactions in the firm?s books and records.
• Risk management and supervisory of the entire loan lifecycle which includes client onboarding, booking and monitoring of transactions, reviewing deal structures for operational compliance, new product approvals, preparation of reports and metrics as well as periodic updates of policies and procedures.
Qualifications
• Knowledge of loan product and credit documentation.
• Experience in financial services operations, risk management and supervising a team performing complex operational processes.
• Ability to drive change and improve efficiencies on the team and work in a fast paced environment, both independently and as part of a team.
• Self-motivated and willing to assume extended responsibility.
• Strong control mindset and excellent stakeholder/relationship management.
• LoanIQ experience is preferred.