UBS Financial Services Jobs


Job Information

UBS Financial Services Bank Loan Agency Operations Account Manager in Stamford, Connecticut

Bank Loan Agency Operations Account Manager

United States - Connecticut


Corporate Center

Job Reference #:




Job Type:

Full Time

Your role:

Are you detail oriented, even when multitasking? Do you know how to shine in a supporting role? We’re looking for someone like that to help us:

Syndicated bank Agency Loan Closing and Servicing

Deal Closing

You will coordinate with our Investment Banking Deal teams, Portfolio Managers, Legal, clients, and internal support functions to close new Primary Agency deals and amendments on existing deals

Review Credit Agreement and provide feedback for operational servicing feasibility

Facilitate and ensure all stakeholders have completed their tasks prior to deal closing. Coordinate deal closing funding and ensure that the deal is set-up in internal and external vendor systems.

Ensure all post close fees, revenue, and breaks are allocated and cleared

Respond promptly to inquiries from internal business partners and external clients

Proactively monitor and assist in the reconciliation of trade breaks and discrepancies

Agency Account Manager – ongoing servicing

You will manage a complex and diverse portfolio of Agency deals and ensure all activities are processed timely and accurately

Work directly with our clients, responding to any inquiries and servicing their loans

Coordinating the processing of all activities with our offshore team and external vendor

Your team:

You’ll be working in the Structure Finance Processing (SFP NA) team in Stamford, CT. SFP NA is responsible for the front to back operational support of our U.S. syndicated/bi-lateral loan process. This includes closing Primary Syndication Deals, secondary trades both par and distressed and loan servicing for Trading Desk, Leverage Capital Markets and Corporate Lending business units.

Your expertise:

You have:

-the ability to read and comprehend legal documents (Credit Agreements)

-experience operationally closing Syndicated loans and servicing an Agency loan portfolio.

-experience issuing and amending letters of credit preferred but not necessary

-ability to communicate both verbally and written at all levels of the firm and be client centric.

-excellent analytical skills

-strong organizational skills, concern for quality & accuracy

  • a professional and proactive approach to work

-able to work well under pressure

You are:

-familiar with LSTA industry standards and rules

-extremely attentive to detail

-able to multi-task and prioritize tasks

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Disclaimer / Policy Statements:

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.