Loan Operations Specialist

2 weeks ago


New York, New York, United States TalentBridge Full time
Job Summary:

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.
Qualifications:
  • 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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