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Syndicated Loan Analyst
2 months ago
We are seeking a highly skilled Syndicated Loan Analyst to join our team at Veterans Sourcing Group. As a key member of our team, you will be responsible for analyzing and managing complex loan agreements, ensuring accurate and timely financial reporting, and providing exceptional client service.
Key Responsibilities- Initiate loan activity, including fundings, repricings, and payments, in accordance with client instructions and credit agreements
- Calculate and track complex interest and fee accruals, ensuring accuracy and compliance with lender distributions
- Reconcile daily funding and payment activity to ensure accurate financial reporting
- Read and interpret complex legal credit agreements, working with attorneys as needed to ensure compliance
- Initiate and reconcile automated funds movement, ensuring timely and accurate client invoicing
- Monitor and escalate past due principal, interest, and fees to ensure accurate loan accounting and timely client communication
- Maintain margin changes and communicate effectively with bank groups
- Provide information and support to clients, business partners, and internal teams as needed
- Participate in system testing and quality control, ensuring accuracy and compliance
- Education: Bachelor's degree in accounting, finance, economics, or math from an accredited university
- General to intermediate accounting knowledge and experience with loan operations
- Ability to manage concurrent assignments and work independently within a team environment
- Excellent oral and written communication skills and strong interpersonal skills
- Strong analytical, problem-solving, and decision-making skills
- Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint
- Experience reading and interpreting loan documentation and related experience with legal documentation
- Loan experience or loan operations experience is a plus
As a Syndicated Loan Analyst at Veterans Sourcing Group, you will have the opportunity to work with a dynamic team, develop your skills and expertise, and contribute to the success of our organization. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
