Execution Coordination Senior Associate

Job responsibilities

• Own and be responsible for Origination Pipeline system, ensuring real-time recording of transaction details through the origination lifecycle, excellent data quality for all datapoints and pipeline management.
• Extract critical deal information from credit agreements and record in the Firm’s systems of record.
• Liaise with Transaction Coordinator to ensure Borrower KYC completion ahead of signing/funding.
• Maintain accurate process and procedure documentation in a timely manner and be responsible for periodic review and upload of documents.
• Assign deals and queries from the group mailbox and resolve or redirect queries as needed.
• Partner across Operations and wider WLS departments globally to resolve problems, review alignment opportunities globally, and recommend enhancements to existing processes, as appropriate.
• Build and maintain relationships across WLS teams.
• Take the lead or, where needed, participate in projects and act as subject matter expert in working groups across the Firm to enhance process efficiency.

Required qualifications, capabilities, and skills

• Experience in a loan operations / transaction management especially in the origination space, including knowledge of the loan product and syndicated loan business.
• A proven ability to review legal loan documentation (e.g., Credit Agreements) to identify critical operational, deal-related information.
• Strong Excel, Word and PowerPoint skills.
• A proven track record of leading initiatives, hitting milestones, and succeeding in a team environment.
• Strong oral and written communication skills and a proven ability to collaborate with team members and senior management across and within the lines of business.

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