Senior Manager, Kroll Agency and Trustee Services
Job Specification – Senior Transaction ManagerKroll 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 documentsManaging the signing processOverseeing the closing and funding processManage CP processManage post-closing accessionsAd-hoc follow up mattersWork closely with Operations to ensure deals are accurately entered into our system of record (Loan IQ, KBC), including agreeing and tracking the deliverablesTake ownership of a busy and diverse portfolio of loans and bonds including managing queries from transaction participantsOwnership of a portfolio of loans, bonds and escrows from a BAU perspectiveDocumentation review for all BAU mattersMaintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunitiesRepresent creditors security interestsAct as a conduit between finance parties representing lendersTrack Obligor information undertakings, circulate to creditors (deliverables)Collaborate with management to bring ideas and suggestions for best practiceConsents, Waivers & Amendmentsdocumentation review & negotiation of finance documents with counsel creditor outreach & facilitate questions on the request maintaining a creditor consent register and provide updates on consent thresholdexecuting amendment documentation and circulate to creditorsinstruct OPS to implement amendments on internal operating platformsObligor accessions documentation review & negotiation of finance documents with counsel creditor outreach & facilitate questions on the request including KYCmonitor KYC sign off from creditorsLiase with KATS KYC team to onboard new obligorsExecuting accession documentation and circulate to creditorsTake additional security where applicable Creditor AccessionsReview 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 amountsProcess accordions, upsizes & incremental facilities documentation review & negotiation of finance documents with counsel monitor CP’scoordinate KYC requirements for new Borrowers / lenderscoordinate closing / funding for drawdown Check payment files and release funds for BAU drawdowns and full repaymentsSecurity / collateralHold security over borrower / obligor assets for benefit of the creditorsFacilitate taking new security and releasing existing securityReview and execution of security documentsSupport Operations to ensure that they can handle operational queriesProactively manage and develop client/influencer relationships to win new/repeat businessAdhere to existing procedures and contribute to regular reviews/updatesActively participate in team meetings and communicate deal status, upcoming events etcAssist with new client onboarding (KYC) as requiredCollaborate with management to bring ideas and suggestions for best practiceUndertake Business development activities led by the business development team and provide support for new technical pitchesOverseeing periodical payments/cashflows occurring on the deal portfolioManage borrower and lender relationships on transactionsTake responsibility for collection of Kroll fee revenue and billing activity on the portfolioAttributes required:Solid experience in documentation review including credit agreements/intercreditor agreements/trust deedsKnowledge of current loan market practises/LMA/unitranche/credit funds/sponsor-led transactions would be highly advantageousStrong team player with excellent communication skillsAbility to work under pressure and multi-taskStrong attention to detail with a risk aware mindsetWell organised and able to prioritise tasksAvailable to work extended hours as the business dictatesKnowledge of international payments and reconciliationKYC knowledgeLanguage skills preferred#LI-DNIFull timePosting Date: 2026-09-07
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