MUFG Union Bank Deal Closing Analyst - Hybrid in Charlotte, North Carolina
Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. Across the globe, we’re 180,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.
Manage and maintain a portfolio of active leveraged and high grade loan transactions for our Business Partners
Support the execution and closing of complex loan transactions, including, but not limited to; new deals, refinancing, amendments, acquisition financings, and re-pricings
Collect and review legal loan documentation to perform a detailed review against required Legal, Credit, and Regulatory approvals, as per Bank policy, as well as perform Facility booking in the MUFG System of Record
Review internal loan related documents and notices for accuracy and completeness and provide the Back Office with all necessary information/instruction for loan/fee booking
Liaise and coordinate pre-closing requirements with internal and external clients (i.e. Portfolio Management, Syndications, Credit, Loan and Agency Services, Finance, Legal, and Back Office Servicing)
Review and advise on funding mechanics and operational requirements as it pertains to internal booking, according to Operational policies
Perform cyclical Review and Monitoring of Financial Covenants for active Credit Agreements in individual’s portfolio. Liaise with Relationship/Portfolio Manager for latency and any Covenant Breaches
Assist with ad-hoc inquiries from the Front Office, Controllers, Reporting, and the Back Office pertaining to the closing process and ongoing maintenance
Schedule internal conference calls to ensure pre-closing requirements have been met and resolve / escalate any outstanding issues (for Admin Agent/Lead transactions)
Assist internal colleagues with fee documentation and recognition
Initiate and coordinate trade settlement process with ClearPar system and coordinate with Syndications and internal trade settlement teams for Institutional trades and asset sales
Execution of best practices of control, risk mitigation and escalation
Participate in projects and provide valuable input with various working groups, with the goal to continually enhance performance and efficiency
Knowledge of Banking Regulations and Standard Practices.
Periodically reviews the relevant procedures to ensure appropriate control and consistency with Head Office guidelines and bank regulations
Ensures adherence to all bank policies and procedures relative to Regulatory Compliance including but not limited to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act, Regulations Q& X, Customer identification Program, Know Your Customer, Suspicious Activity Reports
Undergraduate degree plus 1- 3 years of Syndicated Loan experience or equivalent knowledge is preferred
Understanding of the Loan product / Syndicated Loan business, including an understanding of a credit agreement, loan funding mechanics, deal structure, etc.
Demonstrated understanding of financial services, specifically within Wholesale and Investment Banking
Prior experience working in a Corporate environment where there is a need to prioritize and balance numerous responsibilities
Proven ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability
Ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments and the ability to learn new principles and dynamic systems quickly
Critical decision-making abilities including the ability to identify, escalate, and propose solutions to problems
Ability to multi-task through the practice of strong organizational and time management skills
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.
Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.