Loan Reference Specialist

3 weeks ago

Dallas, United States Phyton Talent Advisors Full time

Our Client a Global Financial Services Firm, is seeking a Loan Reference Specialist in their Dallas, TX location.


Responsibilities:

  • Conduct quality assurance checks on pre/post trade settlements to ensure accuracy and compliance.
  • Analyze all aspects of new deal closings, credit agreements, amendments, and restructures for accuracy and completeness.
  • Process data, manage exceptions, create new assets, and liaise with clients as necessary.
  • Prepare written reports and emails to management containing audit findings and trend analysis.
  • Create new loans and assets in relevant platforms, including bonds, CDS, ABS, and equities, and set up current contracts and amortization schedules.
  • Review existing policies and procedures, recommend changes to improve data quality and auditing processes.
  • Maintain and update documentation library, ensuring all documents are current and accessible.
  • Manage loan identifiers and ensure accuracy in data records.
  • Generate ad hoc reports, perform analysis, and investigate issues, providing clear explanations and interpretations.
  • Ensure business protection through comprehensive documentation, adherence to policies and procedures, and rigorous data validations.
  • Collaborate with relevant stakeholders to gather necessary information and maintain accuracy of referential data.


Requirements:

  • Strong data analysis skills, with the ability to query and analyze large volumes of financial data effectively.
  • Ability to thrive in a fast-paced environment and manage multiple tasks simultaneously.
  • Thorough documentation skills and exceptional organizational abilities.
  • Detail-oriented mindset with a proactive approach to problem-solving.
  • Advanced proficiency in Excel and working knowledge of MS Office suite.

Education:

  • Bachelor's degree or equivalent in Finance, Economics, or Business preferred, but not required.

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