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Senior Loan Operations Specialist
3 months ago
Our client, a Financial Services and Analytics firm, is seeking a Senior Loan Operations Specialist in their Andover, MA 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 (KPIs)
- Ensuring a high level of accuracy to minimize operational risk within the lending portfolio
What Were Looking For:
- 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
- S&P Market Intelligence product suite knowledge preferable (WSO, iLevel, Thinkfolio, EDM)
Personal Competencies:
- Personal impact
- 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
- Communication
- Strong, business-level verbal and written communication skills are required.
- Teamwork
- Able to effectively manage individual responsibilities whilst continuing to provide support to the wider team
- Provide support and training to less experienced members of the team
- Ability to work effectively alongside others and communicate well with stakeholders at varying degrees of seniority
