Kroll Agency & Trustee Services (FKA Lucid Agency and Trustee Services Ltd) was launched in 2017 and provides independent, conflict-free, third-party loan agency, security agency and bond trustee services. Servicing the bond and loan markets, Kroll has developed its strong reputation by providing proactiveand bespoke services to its clients. We currently manage over 900 loan and bond transactions.
Due to rapid growth, we are looking for talented individuals to join our Client Services team.
Client Services responsibilities include but are not limited to the following:
Ownership of a portfolio of loans and bonds from a BAU perspective
Documentation review for all BAU matters
Maintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunities
Represent creditors security interests
Act as a conduit between finance parties representing lenders
Track Obligor information undertakings, circulate to creditors (deliverables)
Collaborate with managementto bring ideas and suggestions for best practice
Consents, Waivers & Amendments
documentation review & negotiation of finance documents with counsel
creditor outreach & facilitate questions on the request
maintaining a creditor consent register and provide updates on consent threshold
executing amendment documentation and circulate to creditors
instruct OPS to implement amendments on internal operating platforms
Obligor accessions
documentation review & negotiation of finance documents with counsel
creditor outreach & facilitate questions on the request including KYC
monitor KYC sign off from creditors
Liase with KATS KYC team to onboard new obligors
Executing accession documentation and circulate to creditors
Take additional security where applicable
Creditor Accessions
Review and execution of accession documentation (usually scheduled to ICA)
Prepayments / repayments
Review and execution of release documentation and pay-off letters
Coordinate to finalise pay-off amounts
Process accordions, upsizes & incremental facilities
documentation review & negotiation of finance documents with counsel
monitor CP’s
coordinate KYC requirements for new Borrowers / lenders
coordinate closing / funding for drawdown
Check payment files and release funds for BAU drawdowns and full repayments
Security / collateral
Hold security over borrower / obligor assets for benefit of the creditors
Facilitate taking new security and releasing existing security
Review and execution of security documents
Attributes required:
Knowledge of current loan market practices
Strong team player with excellent communication skills.
Ability to work under pressure and multi-task.
Strong attention to detail with a risk aware mindset.
Well organised and able to prioritisetasks.
Available to work extended hours as the business dictates.
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