Associate, Transaction Management Group

崗位職責

1.The Role Responsibilities

Offers a wide range of documentation experience and management skills for Loan & Agency services.

- To provide agency services for syndication loans;

- To be responsible for all actions and activities for those accounts assigned under the supervision of the Team Head or Transaction Manager

- To assist Head of TMG to develop/update procedure to ensure the operation process comply with the regulatory requirement s and Bank Policy.

- To ensure risks are properly managed and authorized.

- To assist Head of TMG to continuously review/fine tuning process and procedure to improve the unit efficiency in term of cost and productivity.

- To ensure objectives are achieved or exceeded.

- Timely reporting and escalation of all risk exposures.

2. Business

- Perform deal and structure review, negotiate with clients on draft documentation being lending agreements, security documents and any other related documents that are required within the structure. This review will need to be in accordance with the terms of the bank’s policies, Asia Pacific Loan Market Association standards and Loans Agency requirements.

- Provide quality documentation support and advice regarding our legal appointments towards relationship managers, stressed asset group, commodities, structured trade finance, project & export finance, structured finance, syndications, shipping finance, aircraft finance and any other business teams as and when required for all agency agreements and security documentation from both a documentation and business perspective relating to our appointments.

- Liaise directly with the origination teams, external and internal legal counsel and customers to discuss documentation requirements from both a documentation and business perspective to advise those parties of our drafting requirements.

- Support drafting standards, regulatory requirements, mitigate performance risk through documentation solutions, support client opportunities, ensure that problems are managed with adequate communications, manage any root-cause analysis to improve documentation standards and further improve the way in which we work through cost effective and documentation improvements.

- Ensure that all actions of the documentation are effective understood and operationally managed thereby creating a robust end to end process in accordance with the Loans Agency markets standard requirements for that product.

- Ensure that all draft documentation contains our full drafting riders and all our agency protection provisions. To further escalate all breaches towards the Head of Transaction Management Group.

- Manage security trustee roles by reviewing the security documentation, security releases, intercreditor arrangements and any enforcement of security as instructed by the secured parties.

- Maintain independent control over the documentation at all times to ensure that all documentation is drafted in a manner to protect the agent bank and the external risk takers for their independent management within the documentation. The role will require to further be mindful of the documentation requirements versus the need to balance the management of Standard Chartered clients and our footprint.

- Ensure that all information and relevant systems are managed through our compliance wall thereby supporting our legal appointments as the trustee and intermediary bank that conduit between the client and these risk takers. All communicated must be kept within the private side of the bank for compliance and confidentiality reasons.

- Assist with the management of the receipt and safekeeping of any original documentation within our original documentation procedures.

- Proactively manage all day to day transaction issues within the documentation on new or existing clients within the portfolio by offering operations support that may be needed during the life of any transactions.

- Resolve documentation issues with the customers and the relationship managers in order to introduce suitable solutions for all parties through documentation amendment or waivers.

- Review and communicate all waiver and amendment requests within the client deadline by ensuring that we have acted in accordance with the documentation requirements. Manage all client requests with the secured creditors by ensuring that we have received the sufficient voting rights or supporting information before we arranging to execute any documentation changes.

- Arrange and host client or lender meetings as required by the lenders regarding these documentation breaches, defaults or amendments either through conference calls or client meetings. Take active ownership of any distressed clients by managing their workout requirements, restructuring conditions, reserving rights, additional security, suspense accounts, trustee management and any required enforcement of the underlying security package. Manage all distressed client requests by working with GSAM and the secured creditors throughout this distressed period.

- Prepare a loan summary, workflow diagrams and deliver a handover meeting towards the appropriate administration team by ensuring that a general operational overview of the transaction was given and further areas of risk or concern were highlighted. Within these meeting also ensure that any operational risk, key dates, monitoring or reporting requirements are discussed as well.

- Resolve escrow and account bank issues within the documentation, manage account maintenance, secured account arrangements, escrow release conditions, equity releases, closure of accounts and general co-ordination for our clients under our escrow and account bank products.

- Develop any administrative and operational procedures to ensure that we are in compliance with SCB’s policies and the any underlying requirements within that product.

- Facilitate transaction closings by ensuring that all conditions precedent and conditions subsequent have been satisfied within the documentation by arranging closing calls and value added communications towards all parties. Ensure that if the transaction has any additional conditions precedent or requirements for future drawings that these conditions are discussed and highlighted to the appropriate administration teams within these handover meetings.

- Coach and guide our administration teams in their management of these client transactions by developing documentation knowledge and skills within the department and bank.

- Handle any other responsibilities such as ongoing product development, managing the development of any new products and ensure that we deliver our client opportunities with an quality end to end management.

- Participate in client events, market training and review market publications to provide feedback and assistance in all areas of the Transaction Management team by communicating customer requirements, market trends and any developments area to ensure that the team is sharing knowledge and enhancing the way we work to remain competitive within the market.

 

崗位要求

 

1. Our Ideal Candidate

- Bachelor degree or above

- Major in Finance, Economic or Law

- Fluent in Business Communication, both written and spoken

- 5 year banking experience, loan documentation related preferred

2. Role Specific Technical Competencies

- Knowledge of Product.

- Negotiation skill in handling challenging situations.

- Communication skills with transaction counterparties.

- Risk alert and mitigation skills.

- Problem resolving skills

 

 

發佈時間：2023-09-20

 

 

截止時間：Ongoing

 

 

工作地點：Hong Kong-Kwun Tong