Head of Loan Agency

Role summary

The Head of Loan Agency will be responsible for building our Loan Agency capabilities, including product development, operational infrastructure, technology consideration, team build-out, and business development plan to drive new business sales and revenue growth.

​Key responsibilities

Product Development

• Define and deliver the strategic roadmap for the product area.
• Design a market-competitive operating model to service clients.
• Play an active role in discussions on any product related technology.
• Develop processes and procedures to ensure strong governance in service delivery.
• Develop service tiers, pricing strategy, and commercial positioning.

Client Proposition

• Shape a compelling value proposition for private credit funds, alternative lenders etc.
• Partner with teams to develop pitch materials, RFP responses, and marketing collateral
• Lead business development activities to generate new business wins (£450,000 full year annualised sales target, to be pro-rated accordingly)
• Act as an outward facing subject matter expert with intermediaries and clients.
• Regular attendance at industry events and publication of thought leadership.

Team Build-Out

• Determine required team structure and resource phased resource plan
• Recruit, train and lead the team to ensure high-performance and white glove service
• Foster a culture that drives operational discipline against an entrepreneurial spirit.

Transaction Oversight

• Provide senior oversight of bilateral, club and syndicated facilities, private credit transactions, structured finance, NAV facilities and bespoke lending arrangements.
• Ensure high-quality execution of drawdowns, rollovers, notices, payments, interest and fee calculations, covenant tracking and lender communications.
• Interface with external counsel on complex or bespoke transactions.

UK and private debt offering

• Act as director on UK structures, primarily within the private debt or capital markets space however also potentially on other asset classes if required.
• Assist with the new business process including attending pitches for non-agency related opportunities.
• Skills, knowledge and expertise

Experience & Skills

• 10+ years’ experience in loan agency or provide credit loan operations
• Demonstrated ability to build or materially scale loan agency or a loan servicing function
• Strong understanding of private credit, direct lending, NAV facilities, fund structure etc.
• Proven leadership experience in a professional services environment
• Entrepreneurial mindset with a growth orientated approach.