Henry Leow

• Act as a liaison between the finance department and client management team, tracking aging receivables and managing escalations efficiently requested.
• Coordinate with clients and internal teams to communicate system issues and fulfill specific client requests, ensuring continuous operational improvements.
• Prepare, store, and organize critical documentation, including confidentiality agreements and sales contracts, utilizing SalesForce and other document management tools.
• Analyze key metrics and generate data-driven reports using Excel and other reporting tools, facilitating informed decision-making for management.
• Develop and deliver polished PowerPoint presentations for internal and external use, including roadmap sessions and strategic updates.
• Spearheaded cross-selling initiatives, generating additional revenue by expanding product use cases, increasing Asset Under Management (AUM), and implementing training packages for client teams.
• Collaborated with Sales and Professional Services teams on sales pipeline drafting and Request for Proposal (RFP) preparations for existing clients.

Key Achievements

• Transitioned a thinkFolio client with an Annual Contract Value (ACV) of USD 1.3 million to a stable BAU phase, normalizing the account and transitioning it to Business as Usual (BAU) mode, achieving USD 300k in cost savings.
• Enhanced client relationships by improving operational stability and delivering measurable results, including significant cost savings.
• Successfully managed a diverse portfolio of global clients, ensuring high levels of satisfaction and retention.
• Currently managing 15 global clients across thinkFolio, Enterprise Data Management (EDM), and WSO products, overseeing end-to-end processes, including contract renegotiation, relationship management, and cross-selling opportunities.

• Specialized in back-office loan processing.
• Loan Drawdown Management: Oversee the loan drawdown process for front office teams, including the preparation of necessary documentation for account opening, loan execution, and fund disbursement.
• Account Bank Administration: Manage administrative functions related to Account Bank operations, such as quoting and fixing rates, updating authorized signatories, and coordinating with customers and internal back-office teams.
• Loan Administration & Reporting: Coordinate with various booking offices on loan administration activities, maintaining control sheets and updating records for drawdowns, rollovers, interest fixing, and repayments.
• Management Reporting: Prepare various reports, including portfolio credit reporting, to support internal management and regulatory requirements.

• Loan Processing Expertise: Specialized in back-office loan administration with a strong focus on UK and EMEA syndicated and secondary loan trading markets.
• Loan Operations Management: Ensured accurate and timely processing of loan drawdowns, rollovers, repayments, and fee collections for both syndicated and bilateral corporate loans.
• Client & Stakeholder Engagement: Served as a key liaison for internal and external stakeholders, including Relationship Managers, CFOs, and finance teams, providing detailed loan portfolio updates, LIBOR rate insights, and prompt responses to ad-hoc queries.
• Support for Secondary Loan Trading: Coordinated closely with trading desks and counterparties to facilitate seamless settlement and administration of secondary loan trades, ensuring compliance with market practices and timelines.
• Regulatory & Market Compliance: Maintained adherence to regional regulatory standards and market conventions in the administration of syndicated loans and secondary loan trading activities.
• Data Analysis & Reporting: Conducted in-depth data analysis to support strategic decision-making and produced reports tailored to stakeholder requirements, contributing to enhanced operational efficiency.