Dir, Team Specialist, P3, Change, Analytics & Strategy : Job Level - Director

Description - Loan Servicing & Settlement Administrator for Servicing & Settlement Teams: Duties may include: Processing incoming and outgoing paperwork including mail and facsimiles; support client service associates and operational personnel; checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service centre; make outbound contact both in writing and verbally with clients concerning paperwork. Requires ability to define and prioritize project activities and follow-up on project progress; strong written and verbal communication skills, strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input is essential, knowledge of financial services field. Must be able to learn quickly and to engage in a number of detailed tasks at once. Must have strong flexibility in regard to the duties assigned and problem-solving skills, be able to work independently. Responsibilities:
- Responsible for daily loan lifecycle servicing & settlement transactions along with cash reconciliation within a dynamic portfolio of lending and trading positions supported by domestic and international based resources.
- Ensure that loan servicing & settlement transactions are processed accurately in Loan IQ and Cash breaks are investigated & reconciled appropriately.
- Review of legal documentation related to credit facilities where applicable (Credit Agreements, Amendments & Waivers, etc.).
- Work with the Business Unit (BU), Financial Controllers (FCG), Global Capital Markets (GCM), Leveraged Acquisition Finance (LAF), Lending Joint Venture (LJV), and other internal teams on issues.
Qualifications - External
- 5+ years of financial services operations experience required
- 2+ years of syndicated/corporate loan experience strongly preferred
- Loan IQ experience strongly preferred
- Must be proficient in MS Office products, including Word, Excel, Power Point, and Outlook
- Must be proficient in documenting procedures and process flows
- Must be willing to work overtime during seasonal volume spikes
- Must be able to multi-task and prioritize workload for junior staff
- Ability to multi-task and manage tight deadlines
- Familiarity with syndicated loan products and credit documentation preferred

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.