Job Description

Job Title:

Corporate Loan Documentation Specialist

Location:

New York, NY

The Client:

Our client is a globally recognized financial institution with a strong presence across North America and Europe. With deep roots in corporate and institutional banking, the firm is known for its disciplined approach to credit and risk management. The New York office is seeking a Corporate Loan Documentation Specialist to manage documentation processes for a diverse portfolio of corporate and financial institution clients, ensuring both legal accuracy and regulatory compliance.

What you will achieve in this role:

• Draft and assess credit and bond documentation, including security and collateral agreements, across U.S., German, and EU legal frameworks.
• Review and execute loan documentation packages, amendments, waivers, and ancillary documents in collaboration with internal legal teams.
• Partner with Relationship Managers and risk colleagues to support credit applications and ensure accurate documentation alignment with approved terms.
• Monitor and manage approximately 20+ in-progress documentation requests and oversee template standardization efforts.
• Liaise with documentation units in Head Office and coordinate with colleagues across New York, Germany, and Mexico.
• Maintain credit and collateral files for compliance with U.S. and German regulatory frameworks.
• Support internal reporting and documentation risk assessments under IFRS 9 (can be trained on this).
• Contribute to ongoing process improvements, digitalization initiatives, and documentation control measures.

What you must bring to this role:

• Must have 5+ years of experience in credit or bond loan documentation within a banking or financial services environment.
• Must have strong understanding of U.S. banking documentation standards; familiarity with LMA and German law is preferred but can be trained.
• Must have a bachelor's or master’s degree in Law, Business, or a related discipline; a law degree or LL.M. is considered an asset.
• Must be comfortable reviewing complex financing agreements and identifying risk factors within loan structures.
• Should bring experience with both bilateral and syndicated loan arrangements, including term loans, guarantees, UCRFs, and soft/hard comfort letters.
• Must possess excellent English writing and negotiation skills; proficiency in German or Spanish is considered a plus.
• Should have strong working knowledge of Microsoft Office and experience using template or document storage tools; Adobe Acrobat is an asset.
• Must be detail-oriented, organized, and able to work independently within a larger documentation team.
• Must be available to work in-office 5 days a week during the onboarding period, transitioning to a 4/1 hybrid schedule after 3 months.

Only those who are qualified will be contacted.

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