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Agency and Trustee Services

Agency and Trustee Services | Frankfurt, Germany | 21015295

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Kroll Agency and Trustee Services (KATS), part of Kroll Business Services, provides independent, conflict-free, third-party agency and trustee services. Servicing the bond and loan markets, Kroll has developed its strong reputation by providing proactive and bespoke services to its clients. We currently manage over 1,500 loan and bond transactions globally.

As part of Kroll’s strategic expansion, KATS is establishing and scaling its German platform. The Senior Transaction Manager - KATS Germany will be responsible for the closing of new deals and oversight of all BAU activity within the portfolio reporting into the Head of KATS Germany and working alongside the business heads to build, lead, and grow the German business, with full accountability for BAU activity and team development.

Core responsibilities include:

Assume responsibility for closing new deals as assigned by the Head of KATS Germany:

Reviewing and negotiating transaction documents

Managing the signing process

Overseeing the closing and funding process

Manage CP process

Manage post-closing accessions

Ad-hoc follow up matters

Work closely with Operations to ensure deals are accurately entered into our system of record (Loan IQ, KBC), including agreeing and tracking the deliverables

Take ownership of a busy and diverse portfolio of loans and bonds including managing queries from transaction participants

Ownership of a portfolio of loans, bonds and escrows from a BAU perspective

Documentation review for all BAU matters

Maintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunities

Represent creditors security interests

Act as a conduit between finance parties representing lenders

Track Obligor information undertakings, circulate to creditors (deliverables)

Collaborate with management to bring ideas and suggestions for best practice

Consents, Waivers & Amendments

documentation review & negotiation of finance documents with counsel

creditor outreach & facilitate questions on the request

maintaining a creditor consent register and provide updates on consent threshold

executing amendment documentation and circulate to creditors

instruct OPS to implement amendments on internal operating platforms

Obligor accessions

documentation review & negotiation of finance documents with counsel

creditor outreach & facilitate questions on the request including KYC

monitor KYC sign off from creditors

Liase with KATS KYC team to onboard new obligors

Executing accession documentation and circulate to creditors

Take additional security where applicable

Creditor Accessions

Review and execution of accession documentation (usually scheduled to ICA)

Prepayments / repayments

Review and execution of release documentation and pay-off letters

Coordinate to finalise pay-off amounts

Process accordions, upsizes & incremental facilities

documentation review & negotiation of finance documents with counsel

monitor CP’s

coordinate KYC requirements for new Borrowers / lenders

coordinate closing / funding for drawdown

Check payment files and release funds for BAU drawdowns and full repayments

Security / collateral

Hold security over borrower / obligor assets for benefit of the creditors

Facilitate taking new security and releasing existing security

Review and execution of security documents

Support Operations to ensure that they can handle operational queries

Proactively manage and develop client/influencer relationships to win new/repeat business

Adhere to existing procedures and contribute to regular reviews/updates

Actively participate in team meetings and communicate deal status, upcoming events etc

Assist with new client onboarding (KYC) as required

Collaborate with management to bring ideas and suggestions for best practice

Undertake Business development activities led by the business development team and provide support for new technical pitches

Overseeing periodical payments/cashflows occurring on the deal portfolio

Manage borrower and lender relationships on transactions

Take responsibility for collection of Kroll fee revenue and billing activity on the portfolio

Attributes required:

Solid experience in documentation review including credit agreements/intercreditor agreements/trust deeds

Knowledge of current loan market practises/LMA/unitranche/credit funds/sponsor-led transactions would be highly advantageous

Strong team player with excellent communication skills

Ability to work under pressure and multi-task

Strong attention to detail with a risk aware mindset

Well organised and able to prioritise tasks

Available to work extended hours as the business dictates

Knowledge of international payments and reconciliation