Loan Operations Specialist
2 weeks ago
We are seeking a detail-oriented professional to support trade closing and settlement within our global markets loan operations. This role involves coordinating documentation for bank loan trades and collaborating with traders, sales teams, legal counsel, and administrative agent banks to ensure accurate settlements.
This position requires strong communication, time management, and problem-solving skills to confirm and draft loan documentation, provide support in trade closing, sales, and account management, and collaborate with internal and external stakeholders for efficient post-trade activities.
Key Responsibilities:- Confirm and draft loan documentation for syndicated trade settlements.
- Provide support in trade closing, sales, and account management.
- Collaborate with internal and external stakeholders for efficient post-trade activities.
- Identify and implement process improvements to reduce settlement times and risks.
- Validate loan commitments and perform report monitoring and reconciliations.
- Resolve operational issues and participate in ad hoc projects.
- Associate's degree or higher.
- 3-5 years in financial services, with a minimum of 3 years in the syndicated loan market.
- Basic understanding of credit documentation (e.g., Credit Agreement).
- Strong communication, time management, and problem-solving skills.
- Ability to work independently and in a team environment.
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Loan Operations Specialist
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Loan Operations Specialist
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New York, New York, United States Cognixia Full timeJob DescriptionAs a Loan Specialist at Collabera, you will be responsible for confirming loan documentation for accurate trade settlements. This includes drafting and confirming loan documentation related to trade settlement within the syndicated loan market, inclusive of trade confirmations, assignment and acceptance agreements, and funding memos for...