Client Services Associate, Loan Agency
Client Services Associate, Loan Agency
Location: Melbourne, Australia
Salary: Competitive
Work Type: Hybrid Working
The role of Client Services Associate, Loan Agency
GLAS is an international provider of institutional debt administration services, serving lenders, borrowers, issuers, and advisers offering a global platform across Loan Agency and related services, Capital Markets and Restructuring.
GLAS’ vision is to be recognised as the best-in-class independent, non-creditor, conflict-free provider of institutional debt administration services, enabling global clients and counterparties to achieve successful outcomes on their transactions.
The business currently comprises c.300 employees who deliver a solution-based, innovative service, ensuring GLAS is the preferred global partner of choice. GLAS has a blue-chip customer base developed over many years; select clients include Apollo, Blackstone, CVC, Deutsche Bank and Goldman Sachs. GLAS has been recognised as the premier independent provider of loan agency and bond trustee services with a portfolio of over $300 billion assets across its global platform. The company is headquartered in London with offices in Paris, Frankfurt, Madrid, New York, New Jersey, Sydney, Melbourne, Brisbane, Singapore and Dubai.
Client Services are responsible for providing a variety of loan agency administration and related client service duties in relation to GLAS’s roles as a provider of agency, trustee and finance administration services.

Responsibilities

• Managing and organising the daily workload ensuring activities are performed within defined deadlines.
• Reviewing transaction documentation from an operational perspective.
• Collaborating and coordinating with team members to cover all operational aspects of loan closing processes.
• Managing drawdowns, rollovers, rate sets, secondary transfers, payments etc.
• Calculating commitment and guarantee fees.
• Creating and maintaining Excel spreadsheets.
• Setting up transaction static data in internal loan databases (One View, Solvas).
• Reconciling client and transactional bank accounts.
• Dealing with audit requests.
• Checking and verifying work of the other team members and providing training and oversight of junior members of the Client Services team.
• In conjunction with the team Manager, developing processes and procedures.

Person Specification

• Solid knowledge and experience within loans agency.
• Knowledge of syndicated loans.
• Ability to carry out loan related calculations.
• Loan documentation review experience.
• Good technology skills and ability to work with loan administration and payment systems.
• Professional approach.
• Ability to work under pressure.
• Organisational and time management skills.
• Excellent attention to detail.

Skills and Competencies

• Customer service focused: committed to providing exceptional customer service across all channels - written, phone and face to face.
• Communication: the ability to communicate clearly and concisely.
• Attention to detail: excellent attention to detail and written skills when communicating with others, both internally and externally.
• Commerciality: ability to apply knowledge in a practical, commercial manner.
• Teamwork: willingness to assist and support others as required and get on with team members.
• Time management/organisation: accomplish objectives effectively within time frame given and carry out duties in an efficient and timely manner

Benefits

• Base salary + bonus
• Hybrid working
• Long service award
• Employee Assistance Program (EAP)
• Career development and study support
• Good holiday entitlement

It’s our people who make GLAS successful and we strive to recruit and retain the best people and operate in an environment underpinned by inclusivity, diversity, and opportunity. We recognise that a more inclusive workplace allows ideas and a variety of points of view to trigger discussions or deliver innovative results.
Besides, we want people at GLAS to be successful - we are committed in your career development. We truly believe in and live by our values of stepping in, stepping up and standing out.
In addition to our commitment to a diverse workforce we are also happy to talk about flexible working to support
Job ID 18

• Managing and organising the daily workload ensuring activities are performed within defined deadlines.
• Reviewing transaction documentation from an operational perspective.
• Collaborating and coordinating with team members to cover all operational aspects of loan closing processes.
• Managing drawdowns, rollovers, rate sets, secondary transfers, payments etc.
• Calculating commitment and guarantee fees.
• Creating and maintaining Excel spreadsheets.
• Setting up transaction static data in internal loan databases (One View, Solvas).
• Reconciling client and transactional bank accounts.
• Dealing with audit requests.
• Checking and verifying work of the other team members and providing training and oversight of junior members of the Client Services team.
• In conjunction with the team Manager, developing processes and procedures