Job Description
Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.
Operating as a Team Lead for the Corporate Banking Lending Hub, this role is to provide people and workflow management as well as operate as a team member on operational tasks.
Team Lead Responsibilities:
Responsible for the managing and the development of 4 direct members of staff
TPC (Team Performance Cycle), objectives and development of Team members
Feedback for bonus and salary proposals
Assisting the Manager of Corporate Lending Ops (UK) in the collation of budget allocations to Business
Production of monthly risk dashboard dialog
Monitoring and reviewing KRI/KPIs
Ensuring the businesses supported are always covered from a resource perspective
Proactively managing workflow and providing task level responsibilities within role:
Task Responsibilities:
Security Management
Completion of Security build in source booking system
Collation and record retention of transaction Withholding Tax forms, such as W8 & W9 Ben forms
UCC Filings
Oversight of security valuation and booking accuracy
Covenant Management
Building and inputting all covenants for new loan agreements to which IBP is party into SAMS Covenant Management system.
Sending reminders for covenants to client or that client's representative, in respect of any deal, prior to the due date;
Receiving covenants, performing measurements, managing in SAMS and saving down into SharePoint (document storage system)
Escalating overdue covenants to the relevant desk at thirty (30) days past due;
Escalating overdue covenants via the "Watchlist" process at ninety (90) days past due
Making necessary amendments to covenant information in SAMS following any refinancing/restructuring of deals;
Exception Management of terminating covenants (oversight and data breaks)
Managing any covenant breaches with relevant stakeholders.
Providing monthly MI and commentary to GLO Manco
Loan Management
Amortisation Schedule Management; build and amendment
Static Data Deal Review, including fee booking and Credit Insurance transactions (not exhaustive).
Reconciliation of Derivatives booking versus Loan profiles to ensure the hedge is effective (if applicable)
Letters of Credit; build, renewal, termination
Conditions Subsequent, including Credit defined sell downs; tracking, updating and overdue reporting
Insurance Renewals; chasing, updating and reporting on overdue
Exception Management monitoring; Credit pending and Final Hold positions
Creation and filing of relevant documentation on Global Doc storage site (in accordance with the Filing Policy)
Production of Risk Event write ups and analysis to close out gaps and reduce risks within the operating environment.
Monthly clean-up of unsent notices
Triage of enquires (Deal Manager, Lending Hub, Transaction Management)
Quality Assurance – management and escalation of automated QA cases
Core Skills & Knowledge :
Regulatory Knowledge as applicable to role (compulsory)
To act with integrity at all times and embrace the philosophy of treating our customers fairly (compulsory)
Training, Coaching & Assessment skills (ability to identify training gaps in self and others)
Strong experience over a broad and complex product range.
Strong LoanIQ experience and ability to build deals.
Ability to interpret and operationalise complex credit, ancillary & security documentation.
Strong understanding of the lifecycle management of lending products
Strong Understanding of lending risk environment
Understanding of downstream implications, including finance, funding, risk reporting (market, operational and credit).
System knowledge and flexibility, ability to navigate and adapt to changes through a constantly changing technical environment
Ability to negotiate documentation, requirements and verbal interactions
Pro-active “can do” approach with the ability to problem solve in a collaborative environment
Ability to work under pressure and manage high volumes
Strong analytical mind-set
Strong verbal and written communication skills and ability to build and manage relationships with all stakeholders
Must be driven to facilitate, drive change and optimise efficiencies
Illustrate a high level of emotional intelligence, coach ability, self-motivation and positive temperament.
Be accountable and take ownership for the role.
Knowledge of relevant Investec policies and procedures
Knowledge of relevant Investec IT Applications
Knowledge of Investec Authorisation Processes
Extensive and diverse knowledge of the range of IBP lending products currently under management
As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.
Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
Recite Me
We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.
The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.
If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.
Operating as a Team Lead for the Corporate Banking Lending Hub, this role is to provide people and workflow management as well as operate as a team member on operational tasks.
Team Lead Responsibilities:
Responsible for the managing and the development of 4 direct members of staff
TPC (Team Performance Cycle), objectives and development of Team members
Feedback for bonus and salary proposals
Assisting the Manager of Corporate Lending Ops (UK) in the collation of budget allocations to Business
Production of monthly risk dashboard dialog
Monitoring and reviewing KRI/KPIs
Ensuring the businesses supported are always covered from a resource perspective
Proactively managing workflow and providing task level responsibilities within role:
Task Responsibilities:
Security Management
Completion of Security build in source booking system
Collation and record retention of transaction Withholding Tax forms, such as W8 & W9 Ben forms
UCC Filings
Oversight of security valuation and booking accuracy
Covenant Management
Building and inputting all covenants for new loan agreements to which IBP is party into SAMS Covenant Management system.
Sending reminders for covenants to client or that client's representative, in respect of any deal, prior to the due date;
Receiving covenants, performing measurements, managing in SAMS and saving down into SharePoint (document storage system)
Escalating overdue covenants to the relevant desk at thirty (30) days past due;
Escalating overdue covenants via the "Watchlist" process at ninety (90) days past due
Making necessary amendments to covenant information in SAMS following any refinancing/restructuring of deals;
Exception Management of terminating covenants (oversight and data breaks)
Managing any covenant breaches with relevant stakeholders.
Providing monthly MI and commentary to GLO Manco
Loan Management
Amortisation Schedule Management; build and amendment
Static Data Deal Review, including fee booking and Credit Insurance transactions (not exhaustive).
Reconciliation of Derivatives booking versus Loan profiles to ensure the hedge is effective (if applicable)
Letters of Credit; build, renewal, termination
Conditions Subsequent, including Credit defined sell downs; tracking, updating and overdue reporting
Insurance Renewals; chasing, updating and reporting on overdue
Exception Management monitoring; Credit pending and Final Hold positions
Creation and filing of relevant documentation on Global Doc storage site (in accordance with the Filing Policy)
Production of Risk Event write ups and analysis to close out gaps and reduce risks within the operating environment.
Monthly clean-up of unsent notices
Triage of enquires (Deal Manager, Lending Hub, Transaction Management)
Quality Assurance – management and escalation of automated QA cases
Core Skills & Knowledge :
Regulatory Knowledge as applicable to role (compulsory)
To act with integrity at all times and embrace the philosophy of treating our customers fairly (compulsory)
Training, Coaching & Assessment skills (ability to identify training gaps in self and others)
Strong experience over a broad and complex product range.
Strong LoanIQ experience and ability to build deals.
Ability to interpret and operationalise complex credit, ancillary & security documentation.
Strong understanding of the lifecycle management of lending products
Strong Understanding of lending risk environment
Understanding of downstream implications, including finance, funding, risk reporting (market, operational and credit).
System knowledge and flexibility, ability to navigate and adapt to changes through a constantly changing technical environment
Ability to negotiate documentation, requirements and verbal interactions
Pro-active “can do” approach with the ability to problem solve in a collaborative environment
Ability to work under pressure and manage high volumes
Strong analytical mind-set
Strong verbal and written communication skills and ability to build and manage relationships with all stakeholders
Must be driven to facilitate, drive change and optimise efficiencies
Illustrate a high level of emotional intelligence, coach ability, self-motivation and positive temperament.
Be accountable and take ownership for the role.
Knowledge of relevant Investec policies and procedures
Knowledge of relevant Investec IT Applications
Knowledge of Investec Authorisation Processes
Extensive and diverse knowledge of the range of IBP lending products currently under management
As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.
Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
Recite Me
We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.
The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.
If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.
💡 Quick Summary
Seeking a career-building opportunity? The Lending Hub - Transaction Management - Team Lead position is now open for candidates interested in the Event Management Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Event Management Jobs is a plus.
