Bank Loan Specialist

1 week ago

Dallas, United States The Rockridge Group Full time
Job DescriptionJob DescriptionTITLE: BANK LOAN SPECIALISTClient X is a fast-growing service-driven global administrator. We feature a unique technology platform with one of the most experienced service teams in the industry. Client X provides fund administration, middle office services, integrated risk & portfolio management, regulatory & compliance reporting, tax support, and complete shadow accounting services, underpinned by SOC 1 certified controls. Client X supports all investment strategies within hedge funds, funds of hedge funds, private equity funds, asset managers, managed accounts and managed account platforms, UCITS funds, and other institutional investment programs such as pensions and endowments. Our services are completely customized for the needs of our individual hedge fund, fund of hedge funds and private equity fund clients. Client X employs professionals globally across offices in the United States (New York & Dallas), Grand Cayman, Ireland (Dublin & Cork), Luxembourg, Poland (Krakow), Bulgaria (Sofia), and Australia (Sydney).Job Description:As we continue through a period of explosive growth, Client X is searching for future leaders who can make an immediate impact on our already successful team. We’re seeking Hedge Fund professionals with one to four years of experience who are decisive, energetic, and self-starting. We expect successful candidates to assume considerable responsibility within six to twelve months, serving as the main point of contact on multiple client relationships, independently on-board new clients with the guidance of senior team members, and participate in cross team projects.In addition to a focus on traditional middle office responsibilities such as trade capture, valuations, and break resolution; the candidate will be expected to take ownership of customized client requests, hold conversations with senior Hedge Fund personnel, and actively engage in our internal development initiatives. They also must maintain loan product knowledge to input, review, analyze and process syndicated bank loan portfolios.Responsibilities:
  • Utilize credit agreements and information obtained from the Funds or third parties to set up new loan facilities in Client X proprietary system
  • Monitor and process all involuntary maintenance events such as but not limited to, paydowns, drawdowns, commitment reductions and interest rate changes as provided by Agent Bank or private servicing agent
  • Obtain facility and contract details through direct interaction with the Agent Bank or other private servicing agents
  • Identify any missing or inaccurate pay down/drawdowns, interest and restructure receipts/payments
  • Resolve all executing broker and agent bank issues related to processing and accurate booking of the Fund’s bank loan positions with the assistance of the Investment Manager if necessary
  • Review trade confirmations, assignment agreements, and pricing for accuracy
  • Compare Funding Memo against independent Client X calculations
  • Coordinate trade settlement with Broker, Agent Bank, and Investment Manager
  • Report trade settlement status to Investment Manager
Pre-requisite Knowledge, Skills and Experience:
  • Accounting, Finance, Legal or Business Degree.
  • 1-4 years’ experience in a similar environment, ideally with exposure to Hedge Funds
  • Knowledge of syndicated bank loans and credit markets.
  • Work experience with loan administration, loan closing, or loan servicing (reconciling interest rate changes, advances, rollovers, repayments, interest and fee payments and other loan related activity).
  • Experience with bank loan administration systems and loan research tools a plus.
  • A familiarity with excel is required and an understanding of relational databases is a plus.
  • Influential team players with the ability to collaborate effectively
  • Clear communicators, who can articulate their actions, identify root causes, and suggest improved ideas.
  • Adaptable coalition builders, who listen and understand, weighing information before making decisions.
  • Confident and conscientious with a focus on constant learning and development

  • Bank Loan Specialist

    1 week ago

    Dallas, United States The Rockridge Group Full time

    Job DescriptionJob DescriptionTitle: BANK LOAN SPECIALIST Job DescriptionClient X is searching for future leaders who can make an immediate impact on our already successful team. We’re seeking Hedge Fund professionals with three to eight years of experience who are decisive, energetic, and self-starting. We expect successful candidates to assume...

  • Commercial Loan Closing Specialist

    1 day ago

    Dallas, United States Peterson Tech Partners Full time

    Job Description Under the direction of the Credit Administration Manager and the Loan Closing Manager, the Commercial Loan Closing Specialist will perform various closing and operational department functions to ensure the efficient operation of the area. The Commercial Loan Closing Specialist responds to internal and external customers regarding loan closing...

  • Commercial Loan Administrator II

    1 week ago

    Dallas, United States Sunflower Bank NA Full time

    Job DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking to fill the full-time position of Commercial Loan Administrator II in Dallas, TX. The Commercial Loan Administrator II works in partnership with commercial bankers and portfolio managers to coordinate loan information, identify and obtain documentation, research and problem-solve to...

  • Private Wealth Credit Specialist III

    Found in: Talent US C2 - 1 week ago

    Dallas, United States Bank of Texas Full time

    Summary At BOK Financial, our success starts with our incredible talent. We need a credit enthusiast like yourself to join our Private Wealth Underwriting group as a Credit Specialist. Bring your formal credit training to us as we embark onthe next chapter in Private Wealth. Job Description The Private Wealth Credit Specialist III is...

  • Mortgage Loan Consultant

    Found in: Talent US C2 - 1 week ago

    Dallas, United States First United Bank & Trust Full time

    Job Description SUMMARY The primary role of a Mortgage Consultant is to originate and close mortgage loans through extensive marketing initiatives as well as new and existing relationships. The Mortgage Consultant position is an outside sales position responsible for originating retail mortgage loans through external sources. This position is...

  • Credit Products Underwriter III

    Found in: Talent US C2 - 1 week ago

    Dallas, United States Bank of Texas Full time

    Summary Join us as a Credit Product Underwriter III – Healthcare. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. While leveraging one of the strongest capital bases in the industry, our teams deliver nationally competitive products. BOK Financial provides...

  • Consumer Banking Attorney

    Found in: Talent US C2 - 7 days ago

    Dallas, United States Bank of America Full time

    Description : The Consumer and Small Business Banking team of the Legal Department of Bank of America is looking for a highly motivated attorney to join their team. The successful candidate will possess extensive experience advising on consumer regulatory and legal matters. This role will require a collaborative leader capable of providing advice on...

  • Commercial Loan Administrator II

    6 days ago

    Dallas, United States CareerBuilder Full time

    Job Description Job Description Description: Sunflower Bank, N.A. is looking to fill the full-time position of Commercial Loan Administrator II in Dallas, TX . The Commercial Loan Administrator II works in partnership with commercial bankers and portfolio managers to coordinate loan information, identify and obtain documentation, research and problem-solve...

  • Energy Portfolio Manager

    1 week ago

    Dallas, United States CrossFirst Bank Full time

    Overview: The Energy Portfolio Manager provides credit administration support and service to the Energy Banking team. Manage credit and reporting activities for the banks oil and gas portfolio consisting primarily of traditional reserve-based lending. Work within a team environment to close new and existing transactions with credit, legal, and other internal...

  • Mortgage Loan Officer

    1 week ago

    Dallas, United States Lee Wealth Group Mortgage Full time

    Description We are seeking an experienced mortgage loan officer with strong marketing, communication, and analysis skills to join our team and assist loan applicants in securing the ideal mortgage for their new home purchase. Our organization provides the support, and tools you need to bring your business to the next level. If you are passionate about...

  • Energy Credit Underwriter

    3 days ago

    Dallas, United States CrossFirst Bank Full time

    Overview: The Energy Credit Underwriter delivers detailed quantitative and qualitative credit analysis and underwriting for energy loan requests. The Underwriter works with Energy Bankers and Portfolio Managers to understand and measure the risk associated with both new and existing client relationships and to create loan structures to mitigate these risks....

  • Commercial Real Estate Loan Closer

    2 days ago

    Dallas, United States Hilltop Holdings Full time

    Job Description Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under limited supervision, reviews Commercial Real Estate collateral loans in order to determine if documentation requirements are met to allow for loan closing. Assist with ordering title work, loan closing documents, and additional items needed...

  • Portfolio Manager

    Found in: beBee S US - 2 weeks ago

    Dallas, United States CrossFirst Bank Full time

    OverviewThe Portfolio Manager partners with the Relationship Manager in supporting the growth and development of the loan portfolio. This role provides ongoing asset management of a loan portfolio and conducts regularly scheduled reviews of overall asset quality, with a focus on evaluating performance against original underwriting expectations. These reviews...

  • Portfolio Manager

    Found in: beBee jobs US - 2 weeks ago

    Dallas, Texas, United States CrossFirst Bank Full time

    OverviewThe Portfolio Manager partners with the Relationship Manager in supporting the growth and development of the loan portfolio. This role provides ongoing asset management of a loan portfolio and conducts regularly scheduled reviews of overall asset quality, with a focus on evaluating performance against original underwriting expectations. These reviews...

  • Mortgage Loan Officer

    2 weeks ago

    Dallas, United States Lee Wealth Group Mortgage Full time

    Job DescriptionJob DescriptionWe are seeking an experienced mortgage loan officer with strong marketing, communication, and analysis skills to join our team and assist loan applicants in securing the ideal mortgage for their new home purchase. Our organization provides the support, and tools you need to bring your business to the next level. If you are...

  • Commercial Relationship Manager

    1 week ago

    Dallas, United States Sunflower Bank, N.A. Full time

    Job Description Job Description Description: Sunflower Bank, N.A. is looking to fill the full-time position of Commercial Relationship Manager in Dallas, TX. This is the ideal possibility for you if you seek the freedom to develop new and existing customer relationships, and also be an important member of the team responsible for developing products and...

  • Commercial Relationship Manager

    4 days ago

    Dallas, United States Sunflower Bank, N.A. Full time

    Sunflower Bank, N.A. is looking to fill the full-time position of Commercial Relationship Manager in Dallas, TX. This is the ideal possibility for you if you seek the freedom to develop new and existing customer relationships, and also be an important member of the team responsible for developing products and services that bring value to business owners. The...

  • SBA Business Development Officer

    2 weeks ago

    Dallas, United States CrossFirst Bank Full time

    OverviewThe SBA Business Development Officer builds a customer base of new clients through prospecting, community involvement and proactive business development activities as well as networking and building centers of influence. Increases business development through quality loan submissions and all aspects of deal flow management as well as assists in...

  • SBA Business Development Officer

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Dallas, United States CrossFirst Bank Full time

    OverviewThe SBA Business Development Officer builds a customer base of new clients through prospecting, community involvement and proactive business development activities as well as networking and building centers of influence. Increases business development through quality loan submissions and all aspects of deal flow management as well as assists in...

  • Commercial Relationship Manager

    2 weeks ago

    Dallas, United States Sunflower Bank NA Full time

    Job DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking to fill the full-time position of Commercial Relationship Manager in Dallas, TX. This is the ideal possibility for you if you seek the freedom to develop new and existing customer relationships, and also be an important member of the team responsible for developing products and...