Poland

Investment Banking, Operations

Investment Bank

Your role

The Loan Administrator is responsible for the timely handling of all Loan Operations related to agency, bilateral & syndicated deals. The position requires a person with operations background, keen observation and due diligence skills. The role also requires a person who is comfortable reading and interpreting credit agreements/ loan notices, well versed in excel and knowledgeable in financial transactions.

We are looking for someone like that who can help us with:

• loan Management: Processing loan-repayments, -rollovers, -borrowings, -conversions, Letter of Credit bookings, trade bookings, manual payments, compliance & fee tracking
• controlling: Managing mailboxes, investigating cash and intersystem breaks, preparing data for review, completing ad-hoc requests from other teams and departments, ensuring 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 downloading , Participating in Robotic Initiatives/ User Acceptance Testing for new projects

Daily Activities :
• process daily activity events & transactions such as rollovers, funding requests, repayments, letters of credit processing
• manage resolutions of un-reconciled funds and discrepancies
• mange exceptions and escalations
• be well versed in team KPIs/SLAs
• interface 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
• remain up to speed regarding lending and other financial services
• manage reporting and compliance requirements of loans
• prepare and submit timely reports
• work within established regulations and adhere to law requirements at all times
• assist in robotics initiatives, UATs and new initiatives

Job Reference #

336525BR

City

Kraków

Job Type

Full Time

Your team

You’ll be working in the Loan Administration Team in the UBS office in Fabrycza Office Park. As part of this team you will be providing global loan servicing support for the syndicated loan product for EMEA and North America Region and interacting on a daily basis with Agents, Lenders, trading counterparties and internal onshore teams. The work in this team will give you a great opportunity to gain an in-depth understanding of a global syndicated loans process.

Your expertise

Qualifications/ Education:
• Bachelor’s degree in Finance, Accounting, Business, Economics, Mathematics, or closely-related quantitative field from an accredited school
• good knowledge of banking computer software and MS Office
• comprehension of direct/indirect lending procedures
• in-depth understanding of relevant rules and regulations

Good to have:
• 1-2+ years of relevant experience in loans administration or investment bank operations
• understanding of origination and syndication process
• loan IQ skills
• experience and familiarity with Credit Agreements and other related loan documentation
• strong problem solving and analytical skills
• proven working experience in a loan processor role
• strong focus on controls, procedures, quality, accuracy and detail oriented
• well versed in Macros, VBA and other analytics tools

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

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.

Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com