Matthew James Willden
Summary
I’m a hardworking and dependable person who enjoys working within a team, but can also be relied upon to deliver when working alone. My peers can attest to the fact that I’m an outgoing and friendly person. I work well under pressure and I’m not afraid of a challenge.
Overview
16
16
years of professional experience
8
8
years of post-secondary education
Work history
Project Export Finance - LMA & LTSA Drafting
Standard Chartered Bank
2017.09 - 2026.03
- My role involves liaising directly with origination teams, external and internal legal counsel and customers with regards to drafting documentation requirements from both a Business and Operational perspective.
- Arrange and host client or lender meetings as necessary.
- Perform deal structure reviews, negotiating with clients on draft documentation under the LMA & LTSA. These include, Common Term, Intercreditor, Commercial Facility, Account Bank, Equity Share Retention and Working Capital Agreements. I also manage Security Trustee roles and any other related documents that are required within the deal structure. I need to ensure this meets the groups Operational Risk Framework and market standards.
- Facilitate transaction closings by ensuring that all Conditions Precedent and Conditions Subsequent have been satisfied within the documentation, either by arranging closing calls or separate value-add communications with all stakeholders.
- Review and communicate all Waiver and Amendment requests within the client deadlines requested. Ensuring that we have acted in accordance with the documentation requirements.
- Resolve documentation issues with the customers and the relationship managers in order to introduce suitable solutions for all parties through documentation amendment or waivers.
Transaction Management - New York
Standard Chartered Bank
New York
2025.10 - 2026.01
- Review and negotiate loan agreements as well as ancillary documentation from an Administrative Agent and Collateral Agent perspective at the point of onboarding and the duration of the credit
- Interpret and analyse LSTA specific provisions in the loan document and be able to discuss them with lenders, business team and external counsel.
- Coordinate closing of new deals, amendments and waivers, with external counsel’s support.
- Work with deal arrangers, Lender’s and internal parties to ensure a smooth onboarding experience for new/amended legal transactions.
- Prepare a detailed Deal Summary prior to each new deal or amendment closing in which the key agency / operational provisions of such documentation are translated into inputs for onboarding of such facilities in the bank’s system
- Liaise directly with the origination teams, external and internal legal counsel and customers to discuss documentation requirements from both a documentation and business perspective to advise those parties of our drafting requirements.
- Support drafting standards, regulatory requirements, mitigate performance risk through documentation solutions, support client opportunities, ensure that problems are managed with adequate communications, manage any root-cause analysis to improve documentation standards and further improve the way in which we work through cost effective and documentation improvements
- Commercial Real Estate, Funds Finance
Agency & Trust Operations, UK & Europe
Standard Chartered Bank
2015.07 - 2017.09
- New drawings, rollovers, rate fixing, repayments, prepayments, ancillary carve outs and fees in accordance with Loan Documentation ensuring that all limit controls and CP’s have been adhered to..
- Setting up new deals onto the Bank’s ACBS System
- Sighting funds and escalating any non-receipts in accordance with operating procedures
- Ensuring the Banks Nostro is kept up to date and any breaks are investigated and cleared in a timely manner, escalating any that are over 7 day to line manager for further investigation.
- Taking care of Assignments, Novations & Ancillary Carve Outs - Review documentation, ensuring that wording is correct.
- Make sure all notifications are sent to all relevant parties.
- Update processing system as appropriate.
- Ensure the timely and efficient processing of the Agency portfolio on a day to day basis
- Claiming and distribution of all Financial Covenants and Compliance Certificates.
- To provide quality support and advice to Relationship Managers and Business Units as and when required on all Agency & Documentation related matters.
Portfolio Monitoring Senior Analyst – Corporate Credit Risk
Bank of America Merrill Lynch
2010.05 - 2015.07
- Independent administration of a client portfolio.
- Provide accurate and timely responses to client and business partner requests.
- Create credit approval memoranda to document the terms and conditions of new and amended credit facilities. Oversee the processing of these through the bank systems to ensure all relevant parties are appraised and the facilities are accurately booked.
- Identify and resolve client and facility data discrepancies.
- Act as an intermediary, liaising between a number of different departments globally, such as Corporate Bankers. Loans Agency Front Office, Leasing and Corporate Credit Risk Officers.
- Investigate and resolve incoming queries relating to the portfolio, including exception reporting, risk related issues and day to day portfolio management
- Create, maintain and track all annual renewals and other credit events relating to clients in the portfolio.
- Participate in and lead ad hoc projects and new system implementations.
- EMEA, Canada and LatAm Credit Services – Officer
Education
Bachelor of Science Degree - Finance
The Trustforte Corporation
Information Technologies and Business Studies
University of Bournemouth
2006.01 - 2007.01
A-Levels -
The Ravensbourne School Sixth Form
Hayes, Kent 2004.01 - 2006.01
GCSEs -
The Ravensbourne School
Hayes, Kent 1999.01 - 2004.01
Skills
- Broad experience and knowledge of transaction processes and documentation in both the LMA & LSTA Markets
- Able to work in a pressurized environment and manage priorities effectively Calm under pressure in detailed negotiations and client facing meetings
- Confident when given tasks to work through, as well as being able to confidently communicate my point and ideas
- Keen to build relationships across different teams and institutions
- A team player who values others input and always interested in learning from colleagues
Training
- Microsoft Works Suite
- BAML Systems: ACBS, GBS, LAS, ECRIS, LEO, Everest, Credit Studio, MRA, LoanIQ
- Standard Chartered Systems: ACBS, EBBS, MTS, Filenet, MDIS, CERs, Bloomberg Terminals
- LMA Documentation
- BNY Systems: Inform, Cash Reg Plus, Apollo
- Compliance
Timeline
Transaction Management - New York
Standard Chartered Bank
2025.10 - 2026.01
Project Export Finance - LMA & LTSA Drafting
Standard Chartered Bank
2017.09 - 2026.03
Agency & Trust Operations, UK & Europe
Standard Chartered Bank
2015.07 - 2017.09
Portfolio Monitoring Senior Analyst – Corporate Credit Risk
Bank of America Merrill Lynch
2010.05 - 2015.07
Information Technologies and Business Studies
University of Bournemouth
2006.01 - 2007.01
A-Levels -
The Ravensbourne School Sixth Form
2004.01 - 2006.01
GCSEs -
The Ravensbourne School
1999.01 - 2004.01
Bachelor of Science Degree - Finance
The Trustforte Corporation