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Notice Manager

Manage incoming bank loan agent notices with a single secure platform

Notice Manager enables loan managers to more effectively and securely handle inbound agent notices related to their bank loan holdings. Use our service to streamline your day-to-day operations and take control over research and audit needs using historical information. Take advantage of workflow and collaboration tools to optimize front and back-office operations. The service allows you to efficiently handle changing data dissemination and retrieval requirements and supports FpML, faxes and emails, including attachments in Excel, Word, PDF and other formats.

Key benefits:

  • Efficiency – Achieve straight-through processing with proven FpML message routing and eliminate the need for storage space when you convert from manual to electronic filing
  • Streamlined workflows – Configure queue segmentation that enables users to automatically assign a facility to the appropriate operations team member
  • Flexibility – Customize workflow steps based on your internal operational procedures and quickly search historical documents with diverse criteria
  • Robust reporting – Use reporting tools to optimize workflow trafficking and identify notice processing bottlenecks
  • Categorized documents – Categorize incoming notices by portfolio, received date, issuer, facility, activity type and effective date
Process incoming agent notices with greater than 99% accuracy
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Customers

  • Money management and investment firms
  • Hedge funds
  • Banks
  • Insurance agencies
  • Private equity funds

Resources

Experts

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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