Loan Operations Specialist
3 weeks ago
Our Client a well known Financial Services provider is looking for a Senior Loans Operations Specialist in their Dallas, Texas Location.
Responsibilities:
- Executing the operational requirements to manage the lifecycle events of a syndicated loan
- Applying and continuously developing a subject matter expert (SME) level of support within the team, supporting more junior members of staff with any complexities within the deal/portfolio
- Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
- Supporting projects and other business initiatives to help further the Agent Services product offering
- Answering client, borrower and lender queries in a timely manner
- Financial analysis of deals to ensure accruals and pricing mechanics are correct
- Management of outstanding work items in line with expected Key Performance Indicators (KPI’s)
- Ensuring a high level of accuracy to minimize operational risk within the lending portfolio
Education and experience
BA or BS or equivalent experience
Finance specialism preferred
2 years+ of relative business experience
Commercial awareness
Banking or investment industry experience
Customer relations experience
(WSO, iLevel, Thinkfolio, EDM)
Personal Competencies:
- Strong work ethic – organized, detail oriented, analytical, task driven
- Good problem-solving initiative
- Ability and willingness to learn complex processes
- Work collaboratively with other teams and product lines globally to support and develop the business operating model
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