Client Management Transaction Verifier
As a Barclays Client Management Transaction Verifier, you will have responsibility for and ownership of proactively reviewing the transactional closing, booking and long term asset management of a portfolio of both investment grade and non-investment grade loan transactions. In this highly collaborative role, you will be working with colleagues in the front office in a variety of ways. You will be assisting in the routine operational support along the transaction closing cycle.
Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality and innovation behind us. We've helped millions of individuals and businesses thrive, creating financial and digital solutions that the world now takes for granted. An important and growing presence in the USA, we offer careers providing endless opportunity.
What will you be doing?
\* Reviewing the daily Client Management workflow for the loan transactions where Barclays is a lead agent or lender participant
\* Reviewing closing documentation to ensure it meets operational requirements
\* Managing teams' performance to ensure all financial closings are properly positioned to fund (as necessary) following engagement with the GLG Group, Syndicate and Credit Risk
\* Ensuring all appropriate committee approvals, credit risk sanctions, loan documentation, and KYC are complete
\* Reviewing legal loan documentation and ensure it meets operational requirements where applicable for agented
\* Ensuring covenant diaries and financial covenants are keyed properly into LISTT according to the credit agreement for asset management purposes
\* Managing the associated closing process utilizing internal systems and checklists to complete the setup of a transaction profile
\* Validating the processing of amendments/ waivers and consent requests from Borrowers which are technical in nature
What we're looking for:
\* Bachelor's Degree
\* 5+ years of experience in loan operations
\* 5+ years of banking/finance industry experience
\* Capability to review and understand loan documentation, letter of credit product and lending transactions
Skills that will help you in the role:
\* Ability to review legal loan documentation and ensure it meets operational requirements for agented and participation transactions
\* A high level of attention to detail and excellent interpersonal skills
\* Verbal and written communication skills
\* Ability to work very independently and take full ownership of defined tasks and be resourceful to address questions
Where will you be working?
At Barclays, we are proud to be redefining the future of finance and here at Whippany we are defining the future of the workplace and the future of the way we work and live. We are creating a unique community, one of four strategic tech-enabled hubs that will redefine opportunity for everyone who works here. Whatever you do at Whippany, you'll have every chance to build a world-class career in this world-class environment
We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.
Finance is the oxygen of the economy. Acting transparently and with expertise, we deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term. We have the capability and capital, the operational resilience and the commitment, to make a real and lasting difference to the economic lives of customers and communities. This is as true today as it was when our bank was founded over 330 years ago.
Working at Barclays:
In support of this great purpose, everything we do is underpinned and driven by our strong values of Respect, Integrity, Service, Excellence and Stewardship. These are fundamental to who we are, wherever we are, and in whatever role we have at Barclays – and they really matter to us.
Our values guide us, but we also believe opportunities are created by those who like to challenge convention, explore new possibilities and run with bold ideas. People who think differently, who bring all kinds of backgrounds, skills, experiences and perspectives with them.
Diversity and Inclusion:
At Barclays we are committed to building an inclusive and supportive culture to provide equality of opportunity for diverse talent at all levels to grow. We believe that every individual should have the opportunity to fulfil their potential and achieve their personal and professional goals. Valuing the perspectives of colleagues from diverse backgrounds enables us to better understand our customers, clients and the communities we serve and also strengthens our culture, encourages innovation and enables us to make better decisions.
All colleagues in Barclays have an Inclusion objective emphasising the role we all have to play in building a culture of belonging that recognises and values difference as a key driver of our purpose and our successful business performance.