Loans Servicing & Settlement Specialist
Credit Suisse
Wroclaw, Wroclaw, Polonia
3 d. temu

We Offer

The Global Loans teams provide a full range of services covering the loan asset class, from coordinating the funding of a new loan transaction to financing loan positions for our institutional clients, Loans Operations are involved in every facet of loan servicing.

The primary responsibility of this role is to ensure that all required financial and administrative transactions / actions are appropriately reflected in the Firm’s systems and records on an accurate and timely basis.

Administrators will interact daily with multiple parties involved with the syndicated loan activities including lenders, borrowers, trade counterparties and internal management.

Core activities and responsibilities of an Administrator can include all or a subset of the following :

  • Administer Finance and Compliance documentation and other loan related documentation; facilitate the legal documentation flow between external parties and Business desks.
  • Administer customer information and data relating to credit agreements, loan drawdowns, maturities, rollovers, repayments and rate fixings for Originating and Servicing syndicated loans, bilateral, Trade Finance and TRS transactions.
  • Receive, verify and act on requests from clients for new loan advances, increases, repayments and renewals. Processing outstanding details and commitment increase / decreases.
  • Reconciliation of cash accounts, resolving outstanding items on time. Review and remediate breaks and other exceptions as picked up on other control reports.
  • Open to discussing flexible / agile working.

    You Offer

    To perform this job successfully an individual will be able to evaluate and research while using independent discretion when making decisions in order to determine how to best resolve / escalate a wide range of risk scenarios.

    The requirements listed below are representative of the knowledge, skill, and / or ability required. Incumbents will be evaluated, in part, based on performance of each essential function.

    Business competencies :

  • You have a Bachelor’s Degree.
  • You have an excellent technical skills in Excel, Access a plus.
  • You present excellent teamwork, interpersonal and conflict resolution skills.
  • You possess developed written, verbal communication and presentation skills.
  • You have good analytical skills; ability to prioritize multiple and meaningful tasks.
  • You have time management ability to prioritize tasks, meet deadlines and work in a demanding environment.
  • You have basic Understanding of Accounting (Debit and Credit Principles).
  • Our benefit

  • Private medical care
  • Charity days
  • Training and development
  • Internal Mobility
  • Other optional

  • Language training course
  • Mentoring
  • Family nursery and kindergarten funding, gift vouchers for Christmas
  • Parking allowance
  • Health promotion : Multisport card, sporting events and groups within Credit Suisse (skiing trips, football team, running team, tennis training course etc.)
  • Employee discounts on various products and services (event tickets, consumer products, etc.)
  • Relocation package
  • Employee Referral Program
  • Flexible work schedule and working from home (home office)
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