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Deal Administrator

Company: Insight Global
Location: Charlotte
Posted on: September 23, 2022

Job Description:

Insight Global is looking for someone to join an existing team for one of our major financial clients in the North Charlotte area. This person will be dealing with Lenders on a daily basis. They will be working within excel and doing manual processing of reports. During training they will take over 5 deals and by week 12 will have 12 accounts of their own. They will run reports daily and weekly. They will deal with payments, interest fees and investors. Agency Services has the mandate to service the daily operations of existing Syndicated Loans. Deal Administrators are the main point of contact for Lenders, internal and external business partners, Borrowers and a host of other potential contacts. They oversee borrowings, paydown, interest and fee payments and a host of other internal/regulatory compliance measures all within the confines of the Credit Agreement. They are tasked with knowing their credits insofar as their lending options and the 300+ page documents that define those options. They are tasked with coordination to solve problems stemming from the Agented Syndicated lending operations, to participate in related projects and to recognize when either of the aforementioned may be warranted.

Minimum Requirements

-Recent graduate or 1-2 years of work experience

-Ability to interface with internal and external customers, great customer service skills

-Driven and motivated

-Excel experience

-Analysis experience

-2 or 4 year Degree in Finance, Accounting, Economics, or Business

Desired Skills

-Banking, legal, or syndicated loan experience

Keywords: Insight Global, Charlotte , Deal Administrator, Other , Charlotte, North Carolina

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