GWM APAC Lending Credit Specialist, AD en UBS Group AG

We're looking for Wealth Management Loan Servicing Specialist with:
• Loan Operations activities: Processing repayments, rollovers, borrowings, conversions, Letter of Credit bookings, trade bookings, manual payments, compliance & conditions monitoring and Fee Maintenance.
• Control activities: Managing mailboxes, investigating cash and intersystem breaks, preparing data for review, completing ad-hoc requests from other teams and departments, ensuring loans systems are updated correctly based on the available credit agreement details, ensuring interest and fee payments are made timely, checking for facility/ counterparty cancellations, reviewing quarterly pay downs.
• Reporting: Updating reports – daily/ quarterly/ ad-hoc for various activities.
• Other duties: Documentation management, ERMS/SOX related controls tests downloading, User Acceptance Testing for new projects and more.
• Daily Activities:
• Process daily loan lifecycle events & transactions such as rollovers, funding requests, re-payments, letters of credit processing.
• Manage resolutions of un-reconciled funds and discrepancies.
• Mange exceptions and escalations.
• Well versed in team KPIs/SLAs.
• Interact with Business, Finance, Credit Risk Management teams and agent banks as and when required.
• Analyze Credit Documentation and ensure correct reflection of the documentation in systems
• Reconciliation of interests, fees, billing and invoicing.
• Manage reporting and compliance requirements, prepare and submit timely control reports

Pune

Full Time

India

Operations

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

You'll be working in the GWM APAC Structured Loan Servicing Operations amalgamates loan operations function for Global Lending Unit Structured Lending, Share backed lending, Lombard and Mortgage lending businesses. Team is strategically and functionally responsible for the full spectrum of APAC Structured Lending Operations for Investment Banking division of the bank as Facility and Security Agent. Main function is to maintain all the client portfolio of syndicated and bilateral facilities collaborating with Borrowers, Lenders and all other syndicate members for documentation of primary and secondary trades covering both syndicated and bi-lateral deal structures. Team also collaborates with business stakeholders and support functions for Client On-Boarding, Documentation, Deal Maintenance and Loan Servicing, and Exception management ie team is responsible to liaise with borrowers, lenders and investors on fundings, drawdown, rollover, fee payment, pre/repayment and trade settlements. The department values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values

• Over 10 years of loan industry expertise within an international financial institution or specialist lender / agent organization.
• Bachelor’s degree in Finance, Accounting or related field. Master’s degree is preferable.
• APAC Loan experience for Investment Banking will be preferred.
• Loan Maintenance experience towards funding drawdowns, rollovers, repayments, pre-payments, rate-fixings, Fees and third party payments, collection of interest, together with daily nostros & past dues and depot position reconciliation.
• Support and collaborate with onshore for booking and settlement of secondary trades.
• Ability to swiftly liaise with other departments within the bank (front office, middle office back office) as well as external contacts (Borrowers, other Banks, Trustees, etc).
• Prepare or assist in preparing regular / ad-hoc management and regulatory reports.
• Knowledge of drafting SWIFT funds transfer messaging, Temenos (Loan Management System) and LoanIQ working experience will be solid advantage.
• Working on SOX, Audit requirements and regulatory reporting for offshore locations (MAS, AUSTRAC etc) will an advantage too.
• Demonstrates sound business judgement and can influence others. Has proven record of accomplishment for strong risk and control management.
• Strong analytical problem solving skills as well as the ability to inspire change based on data.
• Can operate in a lean, fast-paced organization under pressure while supporting business growth. Outstanding written and verbal communication skills and can communicate and in-fluence at all levels of an organization.
• Result oriented, dedicated, hardworking and can work on own initiative whilst also working to deliver on time with a high level of integrity, sense of urgency, attention to detail and quality standards.

• Understand the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work.
• Dedication to fostering an inclusive culture and value diverse perspectives

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.