Financial Onboarding Specialist

Client: Corporate Investment Bank

Position: Loan Trading Documentation - Onboarding Liaison

Location: Newark, DE 19713-3159

Start Date: ASAP

Hours: Mon-Fri 8:30am-5pm

**Hybrid Schedule (2 Days In-Office/ 3 Days WFH)

POSITION

As an Onboarding Liaison in the Loan Trading Documentation team, you will Coordinate with front office, clients, and operations to identify and raise new counterparty onboarding requests. The Onboarding Liaison Team supports the North America Credit Trading, Loan Total Return Swap and Syndicated Leverage Finance businesses within the Corporate and Investment Bank.

RESPONSIBILITIES

Coordinate with front office, clients, and operations to identify and raise new counterparty onboarding requests

Resolve issues related to the raising and active onboarding of an entity.

Build new customer reference data into LIQ platform

Daily monitoring of client’s Credit Approval

Resolve issues related to incorrect and outdated reference data to ensure information aligns with legal documentation

Prepare daily/weekly MIS reporting to track the status of open items and measure risk

Investigate customer inquiries in various systems and liaise with internal teams to resolve any differences

QUALIFICATION

1-3 years of experience in Financial Services

Syndicated Loan Operations experience (preferred)

Strong Microsoft Excel (VLOOKUP, Pivot Tables) skills

Bachelor’s degree or equivalent experience

Soft skills:

Ability to professionally communicate verbally and through written communication

Excellent analytical and critical thinking skills

Ability to take initiative and self-motivate as well as work as part of a team

Nice-To-Have

Familiarity with loan-based software (LoanIQ, ClearPar)

Experience with LSTA standard documentation, knowledge of the LSTA Standard Terms and Conditions

Knowledge of the trade lifecycle and/or experience supporting a trading business

Familiarity with Syndicated Loans

Prior knowledge of loan products or trading operations

INTERVIEW PROCESS

Video Interview

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.