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Loan Platforms

Automation and settlement tools for the complex syndicated loan asset class

Access our web-based, single portal that serves a global network of syndicated loan market participants. You get coverage for every aspect of the loan lifecycle from deal origination, syndication and post-execution trade processing to reference data and position verification. We focus on decreasing risk by increasing automation and lowering the cost of entry to the asset class for participants large and small across the globe.

Why IHS Markit?
Why IHS Markit

View our loan platforms that unify workflows and datasets across all syndicated loan market participants

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Patricia Tessier

Ms. Tessier is responsible for business development and operations for numerous IHS Markit technology solutions for syndicated loan markets. In her role as head of Loan Platforms at IHS Markit, she works closely with the LSTA, LMA and market participants to develop new solutions that address cost and risk challenges in the loan markets. Ms. Tessier joined IHS Markit in 2012. Previously, she managed loan trade closing teams for Goldman Sachs in New York and London, where she oversaw the bank's involvement in loan industry initiatives. Ms. Tessier holds a Bachelor of Arts in English Literature from the City University of New York, United States.

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David Jesson

Mr. Jesson is responsible for global business development for the company's Loan Platform Business which supports the leveraged and syndicated loan markets with products such as ClearPar, Loan Reconciliation, Notice Manager, Loan Processor, Custodian Services and Loan Reference Data.Before joining IHS Markit, Mr. Jesson was Head of EMEA Loan Documentation and Closing at Bank of America Merrill Lynch (BofA) for more than seven years. Prior to BofA, he worked for more than four years at Lehman Brothers in several roles in high yield and distressed debt. Earlier in his 30-year career, he worked at Mizuho International, Calyon Asset Management and HSBC.

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Erik J Woodling

Mr. Woodling represents IHS Markit in market-wide strategic initiatives and works closely with the LSTA, LMA, partner vendors and market leaders to create solutions that drive innovation, reduce risk and enable efficiency.Mr. Woodling joined Markit (now IHS Markit) in 2005 as part of its acquisition of FCS from J.P. Morgan. He previously worked at Fidelity Investments as a client relationship manager for small to medium retirement accounts and performed enterprise system support.Mr. Woodling holds a Bachelor of Business Administration with a triple major in Finance, MIS and Marketing from the Goizueta Business School at Emory University in Atlanta, GA. He is based in Dallas, Texas.

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Sarah Wagner

Ms. Wagner has product responsibility for ClearPar, Loan Reconciliation, Custodian Services and IHS Markit's unified loan portal where market participants can administer data and collaborate with counterparts. Ms. Wagner also manages Loan Processor, a workflow application that connects agent systems to the market.Ms. Wagner joined Markit (now IHS Markit) as part of the WSO acquisition from J.P. Morgan in 2008. She has held various management roles at WSO, including oversight of Notice Manager and WSO's Compliance and Agent products. She works closely with partner vendors and market leaders to drive innovation.Ms. Wagner obtained her Bachelor of Business Administration in Finance from Texas State University, and her Master of Business Administration in Finance from the University of North Texas. She has held the Chartered Alternative Investment Analyst designation since 2009.

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