Loan Administration & Loan Agency Services
Managing loan administration and securities custody in-house takes time, resources and specialized knowledge that is difficult to scale. Western Alliance Trust Company offers a comprehensive solution, combining deep expertise in levered facilities and loan administration with a state-of-the-art proprietary1 digital platform and the outstanding, personalized attention of highly experienced professionals. Experience the freedom of focusing on your strategy while we handle the rest.
Bank Loan Administration Services
Clients benefit from our experience in the administration of a wide variety of bank loan types – including broadly syndicated loans and middle market loans, whether performing loans, distressed debt, restructured debt, debtor-in-possession or payment-in-kind loans.
We provide tracking of the following loan activity:
- Global asset setup
- Trade settlement processing
- Agent bank income posting (principal, interest and fee processing)
- Agent bank notice processing (rollover, interest payments, conversions, etc.)
- Rating updates for Moody’s, S&P and Fitch
- Agent bank expected transactions versus actual transaction research and resolution
Loan Agency Services
Our team of industry professionals provides comprehensive services tailored to your private credit needs. As your independent administrative agent, we handle the operational complexity so your team can focus on lending and credit monitoring – delivering scalable administrative support at a fraction of the in-house cost.
Service Solutions Include:
- Independent administrative agency
- Successor administrative agent
- Agent bank notice processing (rollover, interest payments, conversions, etc.)
- Collateral agent services
- Depository services
Focused on Client Strategies
Western Alliance Trust Company, N.A., is a premier provider delivering corporate trust services and levered loan administration solutions to help you achieve your asset management strategies. Benefit from our deep expertise in CLO Trustee, Loan Administration, Securities Custody and Municipal Trustee Services.
1. Trust, custody and administration services are provided by Western Alliance Trust Company, N.A., a wholly owned subsidiary of Western Alliance Bancorporation. Products and services offered by Western Alliance Trust Company are not FDIC insured, not guaranteed by Western Alliance Bank and may lose value.