Loan Agency Servicing Lead (LoanIQ)

We have an exciting opportunity to work with one of our prestigious clients, a Tier 1 Investment Bank, as part of their Loan Agency team. This role is responsible for supporting day-to-day agency and loan administration (servicing) across a portfolio of multi-deal syndicated facilities. The role combines hands-on delivery in LoanIQ with coaching a more junior team, and contributes to defining working practice, quality controls and the location strategy as the team scales.

The incumbent will collaborate extensively with Front Office and relationship teams, Loan Syndication, Treasury, Finance, Legal, Middle Office and Operations, LoanIQ support, and external parties including borrowers, arrangers, syndicate lenders and legal counsel to ensure seamless execution of agency and servicing activities.

Key Responsibilities

Support senior leadership in upskilling the junior team to the required standard through coaching, review and day-to-day guidance.

Run loan agency servicing tasks on multi-deal syndicated facilities, including collecting and processing borrower and agent statements.

Manage loan administration (servicing) activities end to end, in line with agreed timelines.

Work with LoanIQ to maintain accurate deal records and support the wider middle office and processing teams.

Help define good working practice, checklists and quality controls for the team as it scales across locations.

Contribute to the location strategy by advising which tasks can be handled offshore or in a managed service model.

Core Functions of Agency

Agency administration: acting as the point of contact between the borrower and the lender group and keeping the facility running day to day.

Statement collection and processing: collecting borrower and lender statements, checking them, and passing them on for booking.

Interest and fee processing: calculating and processing interest periods, fees and other payments under the facility.

Drawdowns, repayments and rollovers: handling utilisation requests, repayments, and rate or period changes.

Loan administration: keeping deal records accurate in the loan system, and handling amendments, transfers and assignments.

Deal setup and documentation: setting up new facilities on the loan system from the executed agreements.

Syndicate and lender communications: issuing notices and updates to syndicate members and answering their queries.

Compliance and quality control: reconciling positions, checking payments against agreed terms, and running QA checks.

Reporting: producing position, exposure and performance reports for management and other teams.

Market knowledge: understanding LMA and LSTA documentation and how primary and secondary trading affects the agency role.

Skills & Experience

Essential

LoanIQ : hands-on experience with the system is a must.

Loan agency: strong experience of agency work on syndicated deals, ideally across several deals at once.

Market knowledge: understanding of LMA and LSTA documentation, primary and secondary markets, and leveraged and fund finance products.

Leadership: proven ability to coach and raise the standard of a more junior team.

Servicing: experience of loan administration and statement processing.

How We Work:

Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

This is a permanent full-time position located in London with hybrid working. As the selection and interview process is ongoing, please submit your application in English as soon as possible. If your profile is selected, a member of our team will contact you within 4 weeks. A valid UK working permit is mandatory for this role.

Expectations regarding hybrid working: 

As we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office (which may be the clients' offices or our own offices depending on the client) aligns to what our clients' policies and expectations are and these vary. Most of our clients now require a minimum of 3 days per week in the office, 2 days from home, and accordingly this is also the minimum expectation that Delta Capita require. However, some of our clients have now moved up to 4 days and even 5 days in the office and we require candidates to be flexible to meet our client demands.

Who We Are:

Delta Capita Group is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology-based mutualised services for financial institutions for non-differentiating services.

Our 3 offerings are:

Managed Services

Consulting & Solutions

Technology

To know more about Delta Capita and our culture click here: Working at DC – Delta Capita