Senior Portfolio Transaction Manager

Due to rapid growth, we are looking for talented individuals to join our Client Services team.

Servicing the bond and loan markets, Kroll has developed its strong reputation by providing proactive and bespoke services to its clients. 

We currently manage over 800 loan and bond transactions.

.This role will be part of our Kroll Business Services / Transactions team in the UK.

Day-to-day responsibilities:

·       Ownership of a portfolio of loans and bonds from a BAU perspective

o   Documentation review for all BAU matters

o   Maintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunities

o   Represent creditors security interests

o   Act as a conduit between finance parties representing lenders

o   Track Obligor information undertakings, circulate to creditors (deliverables)

o   Collaborate with management to bring ideas and suggestions for best practice.

·       Consents, Waivers & Amendments

o   documentation review & negotiation of finance documents with counsel

o   creditor outreach & facilitate questions on the request

o   maintaining a creditor consent register and provide updates on consent threshold

o   executing amendment documentation and circulate to creditors

o   instruct OPS to implement amendments on internal operating platforms.

·       Obligor accessions

o   documentation review & negotiation of finance documents with counsel

o   creditor outreach & facilitate questions on the request including KYC

o   monitor KYC sign off from creditors

o   Liase with KATS KYC team to onboard new obligors

o   Executing accession documentation and circulate to creditors

o   Take additional security where applicable

·       Creditor Accessions

o   Review and execution of accession documentation (usually scheduled to ICA)

·       Prepayments / repayments

o   Review and execution of release documentation and pay-off letters

o   Coordinate to finalise pay-off amounts

·       Process accordions, upsizes & incremental facilities

o   documentation review & negotiation of finance documents with counsel

o   monitor CP’s

o   coordinate KYC requirements for new Borrowers / lenders

o   coordinate closing / funding for drawdown

·       Check payment files and release funds for BAU drawdowns and full repayments

·

·       Security / collateral

o   Hold security over borrower / obligor assets for benefit of the creditors

o   Facilitate taking new security and releasing existing security

§  Review and execution of security documents

Essential traits:

·       Knowledge of current loan market practices/LMA/unitranche/credit funds/sponsor-led transactions would be highly advantageous.

·       Strong team player with excellent communication skills.

·       Available to work extended hours as the business dictates.

·       Knowledge of international payments and reconciliation

·       KYC knowledge

·       Language skills preferred but not essential.

About Kroll

Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll.

Kroll is committed to equal opportunity and diversity, and recruits people based on merit.

In order to be considered for a position, you must formally apply via careers.kroll.com.

Kroll is committed to equal opportunity and diversity, and recruits people based on merit.

#LI-Hybrid

#LI-TM1