Syndicated Loan Deal Closer

Your role

GLS is responsible for the front-to-back operational lifecycle management of our portfolio of corporate loans. This includes origination / loan deal closing, primary syndication, loan servicing, amendments, restructurings, and terminations.

UBS AG is looking for a junior syndicated / direct lending corporate loan Deal Closer to join our Global Loan Services (GLS) team.

Responsibilities :

• Work with our Investment Bankers, internal stakeholders including Legal, Credit, Finance, Onboarding, and our Payments team to close new primary syndicated / bi-lateral corporate loans and new amendments where UBS is a Participant or Administrative Agent.
• Review Credit Agreements to ensure operational feasibility and correct deal set-up.
• Ensure all post close fees, revenue, and breaks are allocated and cleared.
• After a deal has closed, manage the portfolio of corporate loan deals and ensure all activities are processed timely and accurately.
• Where UBS is Administrative Agent, perform the relationship management support role with the Borrower to coordinate activity including interest / principal payments and answer any questions.
• Work directly with our vendor and offshore teams to provide ongoing support and lifecycle management of Agency loans.
• Respond promptly to inquiries from internal business partners and external clients.
• Lead and contribute to system and process enhancements and industry initiatives.

Detailed salary information :

• Raleigh, Nashville : the salary range for this role is $57500 to $72500
• Stamford, New York : the salary range for this role is $72000 to $91000

The expected salary range(s) for this role as of the date of this posting is / are based on factors including, but not limited to, experience, qualifications, education, location and skill level.

This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com / usbenefits.

Your team

In Group Operations we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future.

To succeed our people must :

• Drive the organization forward by working with purpose and passion.
• Know what our Stakeholders want and need.
• Support digital transformation

Your expertise

• Operations experience in corporate loans or similar products
• Experience reviewing and interpreting legal documents. Familiarity with Credit Agreements is a plus.
• Familiar with corporate loan lifecycle and operations impact.
• Detail oriented, high degree of accuracy
• Client centric and able to effectively communicate both verbally and in writing at all levels internally and externally.
• Excellent interpersonal / customer service skills, attentiveness, information retention, tact and diplomacy in dealing with internal and external stakeholders.
• Ability to multi-task and work in a dynamic, fast-paced environment and under pressure as needed.
• Excellent analytical and mathematical skills.
• Risk oriented and proactive with strong organizational skills.
• Interested in digitalization and have an affinity with technology.
• Technical aptitude with a drive to make processes more efficient and controls more robust through optimization and new technology (i.e., automation).
• Understand of Operation, Financial and Market Risk.
• Robotics - (Optional)
• VBA - (Optional)
• Alteryx - (Optional)

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions : Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.

Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working.

Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.

We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success.

Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?