Operations and Agency Associate
Sumitomo Mitsui Banking Corporation – SMBC Group
full-time
Posted on:
Location Type: Hybrid
Location: Cuidad de Mexico • Mexico
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About the role
- Responsible for providing comprehensive operational support to the for syndicated loan transactions within project finance and corporate finance.
- Ensure accurate administration of the credit lifecycle, timely coordination with syndicate lenders, and strict adherence to contractual obligations.
- Maintain and update loan records in internal systems (drawdowns, amortizations, interest accruals, fees, rollovers).
- Prepare, review, and distribute operational notices (funding notices, rollover notices, prepayment notices, rate-setting notices).
- Calculate and validate interest, fees (commitment fee, agency fee, etc.), margin adjustments, and any applicable pricing changes.
- Process incoming payments and ensure accurate distribution among syndicate lenders.
- Act as an operational point of contact for lenders, borrower, legal counsel, and lead arrangers.
- Coordinate fundings, repayments, reconciliations, and operational approvals.
- Track and support operational consents or waivers required per the loan documentation.
- Monitor key dates and deliverables: interest periods, principal payments, reporting deliverables, anniversary fees, rate resets.
- Support documentation and processing of amendments, waivers, and voting processes.
- Track borrower obligations under the Credit Agreement, including financial reporting and covenant deliverables.
Requirements
- Bachelor's degree in accounting, Finance or similar major.
- Minimum 4+ years of relevant professional experience in middle/back office within loan agency, syndicated loans operations, or agency functions at a bank, fund, or financial institution.
- Preferred experience with project finance and corporate finance transactions.
- Full understanding of the syndicated loan life cycle: fundings, rollovers, rate settings, prepayments, interest and fee calculations.
- Knowledge of Credit Agreements, Intercreditor Agreements, Security Documents, CP packages, Amendments, Waivers.
- Strong Excel and financial operations skills.
- Strong organizational, analytical and problem-solving skills.
- Fully bilingual in English and Spanish.
- Relevant credit knowledge and technical expertise.
- Ability to work as a team player in a dynamic, fast-paced and collaborative work environment.
Benefits
- SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law.
- Hybrid workforce model that provides employees with opportunities to work from home, as well as from an SMBC office.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial operationsExcelsyndicated loan life cycleinterest calculationsfee calculationscredit agreementsintercreditor agreementssecurity documentsamendmentswaivers
Soft Skills
organizational skillsanalytical skillsproblem-solving skillsteam playercommunication skills
Certifications
Bachelor's degree in accountingBachelor's degree in finance