Julian Fidelis

Loan Closer @Siepe

Dallas, TX, US

Document Analysis & Interpretation: Expertise in reading and interpreting LSTA/LMA Settlement documents, agent bank notices, credit agreements, and other critical credit documentation to ensure accuracy and compliance.• Trade Coordination & Execution: Coordinate seamlessly with all involved parties to gather, review, and process trade documentation, ensuring timely and accurate settlements.• Client & Stakeholder Communication: Act as a key liaison, effectively communicating with clients and stakeholders, providing timely updates and status reports to maintain transparency and trust.• Product Development Leadership: Contributed to the development and execution of the company’s product vision for Loan Settlements/Middle Office Services, leading the end-to-end product experience and driving innovation.• Service Level Excellence: Manage processes and deliverables that consistently meet or exceed Service Level Agreement (SLA) standards, ensuring high-quality service delivery.• Borrowing Request Assistance: Provide support with borrowing requests by ensuring all necessary documentation is in order and funds are available for timely funding.• Policy Compliance & Enforcement: Uphold and enforce standard policies and procedures, maintaining the highest standards of compliance and operational integrity.• Quality Control & Process Design: Design and implement efficient quality control metrics, driving continuous improvement in operational processes.• Performance Target Setting: Establish and monitor performance targets to ensure team and individual contributions align with organizational goals.