As an Onboarding Liaison in the Loan Trading Documentation team, you will Coordinate with front office, clients, and operations to identify and raise new counterparty onboarding requests. The Onboarding Liaison Team supports the North America Credit Trading, Loan Total Return Swap and Syndicated Leverage Finance businesses within the Corporate and Investment Bank.
RESPONSIBILITIES
Coordinate with front office, clients, and operations to identify and raise new counterparty onboarding requests
Resolve issues related to the raising and active onboarding of an entity.
Build new customer reference data into LIQ platform
Daily monitoring of client's Credit Approval
Resolve issues related to incorrect and outdated reference data to ensure information aligns with legal documentation
Prepare daily/weekly MIS reporting to track the status of open items and measure risk
Investigate customer inquiries in various systems and liaise with internal teams to resolve any differences
QUALIFICATION
1-3 years of experience in Financial Services
Syndicated Loan Operations experience (preferred)
Strong Microsoft Excel (VLOOKUP, Pivot Tables) skills
Bachelor's degree or equivalent experience
Soft skills:
Ability to professionally communicate verbally and through written communication
Excellent analytical and critical thinking skills
Ability to take initiative and self-motivate as well as work as part of a team
Nice-To-Have
Familiarity with loan-based software (LoanIQ, ClearPar)
Experience with LSTA standard documentation, knowledge of the LSTA Standard Terms and Conditions
Knowledge of the trade lifecycle and/or experience supporting a trading business
Familiarity with Syndicated Loans
Prior knowledge of loan products or trading operations
INTERVIEW PROCESS
Video Interview
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.