Base: $57,500.00 - $106,500.00; bonus/equity: not ...
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Loaniq and clearpar management
Syndicated loan transactions
Primary syndication settlement
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BMO Financial Group is seeking a Corporate Lending Closing Specialist to join its Leveraged Finance Lending Operations Team. The role involves managing syndicated loan transactions, providing loan closing support, and ensuring compliance with policies while delivering exceptional customer service.
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Job Summary
Manage highly syndicated loan transactions within LoanIQ and ClearPar, including set up of the deal at closing, managing and executing the primary syndication settlement, maintaining ongoing lender positions, and booking of refinancings or other corporate actions.
Provides loan closing and portfolio monitoring support in a professional and timely manner, facilitating the loan closing process, commitment management and the booking and accounting of the loan portfolio ensuring all required policies, guidelines and standards are met.
Develops knowledge around a customer’s business, industry, and market in effort to better service their needs and collaborates in identifying, recommending and implementing workflow improvements to deliver a more efficient operation.
Matching Summary
Match Score: 75
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BMO Financial Group is seeking a Corporate Lending Closing Specialist to join its Leveraged Finance Lending Operations Team. The role involves managing syndicated loan transactions, providing loan closing support, and ensuring compliance with policies while delivering exceptional customer service.
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Salary
Base: $57,500.00 - $106,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
LoanIQ and ClearPar management
Syndicated loan transactions
Primary syndication settlement
Lender position maintenance
Corporate actions booking
Credit documentation analysis
Nice-to-have
Customer business knowledge
Workflow improvement identification
Change management support
Vendor solution implementation
Key Requirements
4-6 years relevant experience
Post-secondary degree or equivalent
In-depth knowledge of business unit products/services
In-depth knowledge of LoanIQ, ClearPar, S&P Loan Platform
In-depth understanding of risk/regulatory requirements