Facility Structuring Agent
Drafts facility structures and term sheets for syndicated loans.
Builds the proposed facility structure (tranching, pricing grid, covenant package) from the borrower's profile and a precedent library, and drafts the term sheet. Produces the structure end-to-end; the accountable deal committee owns the commercial terms.
Authority
Act within policy
Team role
Provides specialist analysis
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Syndicated & Corporate Lending
Desk workflow
Mandate, then facility structuring and credit analysis, then syndication and the book, then documentation, agency and monitoring. Portfolio-monitoring and book work is high-volume and repetitive.
Collaboration
Moves work through defined stages
Decision boundary
Acts only within an explicit policy, permission and escalation boundary.
Systems and capabilities involved
Precedent term-sheet library
Document drafting platform
Borrower financials
Deal-committee review channel
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Handoff to
Handoff to
Context
What the role needs to do the work
- Current work
- The borrower profile and the structure being drafted.
- Prior interactions
- Prior facilities for the borrower / sector and accepted terms.
- Policies and reference
- Loan-market conventions, covenant packages, pricing-grid norms.
- Working method
- Structuring playbooks per facility type.
Checks and boundaries
What must be tested or reviewed
- 01Structure validated against loan-market conventions; deviations flagged.
- 02Term sheets go to the borrower only after the accountable deal committee approves the commercial terms.
- 03Term-sheet figures reconciled against the credit analysis.
Human authority
Acts only within an explicit policy, permission and escalation boundary.
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