Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 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.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Loan Administration Management Team - Associate / AVP
Job Summary: The Associate/AVP will report into and support the SF&DL team in executing and monitoring the lifecycle of leveraged loan transactions, and related products. This role ensures operational accuracy, regulatory compliance, and timely execution of closing and post-closing activities, while also supporting new lifecycle monitoring and collateral tracking responsibilities.
Pre-Closing Responsibilities:
Review and interpret legal documents and key terms (pricing, maturities, fees) to ensure accurate entry into GCARS and other databases.
Run Midcorp and COI cases in Salesforce and coordinate CHUB profile creation.
Liaise with Sponsor Coverage and Compliance for MNPI forms and monitoring.
Coordinate with KYC and Closing teams to obtain prospect CDL and validate client documentation.
Finalize BR and LGD ratings in Optimist.
Complete required forms: Leveraged Lending Calculator, LTRA, ESC Issue Check Sheets, MAUG Checklist, ITID Liquidity Form.
Conduct corruption/bribery checks and draft Institutional Investor Tear Sheets.
Input historical financials, qualitative metrics, and facility details into Optimist.
Collaborate with middle/back office to facilitate loan closings and confirm wire execution.
Ensure credit application checklists are complete and consistent with templates and regulatory standards.
Liaise with the EV team to confirm intake forms are completed.
Coordinate with MUFG Legal for signoff on new deals and execution of NDA's / NRL's.
Update GEL database with lending exposure.
Ensure environmental risk assessments and flood monitoring are performed and signed off.
Post-Closing & Lifecycle Responsibilities:
Monitor and track lifecycle events (interest, fees, paydowns).
Manage client inquiries and expectations for post-closing servicing.
Distinguish and oversee manual vs. STP processes for accuracy.
Maintain and remediate issues log with short/medium-term solutions.
Monitor compliance with Flood/UCC terms, renewals, and expirations.
Manage document storage and prepare payoff documentation.
Track UCC filings and flood insurance deadlines.
Maintain covenant filing and tracking.
Compile portfolio data for management reporting and presentations.
Ensure compliance with policy and regulatory requirements across stakeholders.
Qualifications:
3-5 years of experience in commercial loan closing, administration, or monitoring.
Strong understanding of loan documentation and financial systems (GCARS, Optimist, Salesforce).
Detail-oriented with strong organizational and communication skills.
Familiarity with KYC, regulatory compliance, and FEMA NFIP guidelines.
Paralegal or real estate law experience preferred, but not required.
The typical base pay range for this role is between $90k-$115k depending on job-related knowledge, skills, experience and location. This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary (https://careers.mufgamericas.com/sites/default/files/document/2023-01/mb-live-well-work-well.pdf)
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
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 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.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
Our Culture Principles
Client Centric
People Focused
Listen Up. Speak Up.
Innovate & Simplify
Own & Execute
