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Alter Domus · 1 month ago

Loan Agency Services, Account Manager (Private Credit)

Carmel, IN

Full-time

Hybrid

Senior Level

5+ years exp

Alter Domus is a world leading provider of integrated solutions for the alternative investment industry. The Account Manager in Private Credit will be responsible for managing client relationships, overseeing deal processes, and ensuring compliance with regulatory requirements while leading a team to optimize operational efficiency.

ConsultingFinanceFinancial Services

Responsibilities

Responsible for team structure and deal distribution within team including managing capacity

Ensure team is following procedures, checklists, and exception reports and outstanding invoices are addressed

Accountable for all aspects of assigned clients including regular follow-up and annual client visits

Thorough knowledge of requirements for all deals within the team with a heavy focus on unique deal characteristics and regulatory requirements

Ensure automation for existing deals and ongoing efforts for additional automation and standardization of processes across team

High-level review of complex administrative issues within Credit Agreements

Oversee the updating of the Agency system to reflect attributes of each credit agreement and related governing documents

High-level overview of the calculation, invoicing and disbursement of all deal related fees

Responsible for the coordination of funds movement related to initial funding and closing, managing closings for lenders transferring positions by assignment, and working closely with the borrower and lending group

Oversee ongoing maintenance of facility commitments and the processing of loan/facility-related activity; including rollovers, rate settings, conversions, prepayments, assignments, amendments, waivers, etc

Oversee accurate and timely collection and disbursement of interest/principal/fee payments to lenders. Ensure collection of new borrowings from lenders and disbursement to borrower

Act as senior liaison between borrowers and lenders; ensure compliance with the terms of the Credit Agreement and other governing documents

Maintain expert knowledge of all relevant portfolios and deal related documentation

Directly manage, train and coach support staff on the life cycle of a loan, deal documentation, industry standards, professional communication and client workflow deliverables and execution

Exhibit a high level of professionalism and a client-focused approach that is responsive, proactive, accountable and reliable. Adjust communication appropriately for various levels and parties

Demonstrable ability to learn new concepts quickly and independently research and resolve issues

Work in a dynamic team environment and participate in strategic initiatives identifying and implementing best practices and operational efficiencies

Use judgment, interpretation and problem-solving to understand loan information in order to successfully resolve exceptions

Excel in a deadline-driven environment, highly organized with exceptional attention to detail and follow through

Qualification

Investment management operationsBank loan agency experienceMicrosoft ExcelBloombergAnalytic skillsVerbal communicationWritten communicationProblem-solvingTeam collaboration

Required

Bachelor's degree in finance, accounting, business or economics or related field, or commensurate work experience

5+ years of investment management operations experience or bank loan agency/syndication experience

Ability to independently research and resolve complex problems

Ability to collaborate with internal groups and external clients; strong verbal/written communication skills

Demonstrated analytic skills, strong working knowledge of fundamental financial/accounting/business concepts and a strong, proactive interest in learning and mastering new concepts

Strong Microsoft Excel skills and experience, knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools