Associate II
2 weeks ago
Bank Loan Administration is responsible for trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services. The team partners with various internal and external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks. As an Associate within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division. You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service.Job responsibilities:Manage Bank Loans operations team of employees regarding all aspects of loan servicing functionsOversee bank loans life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlementsManage departmental functions by establishing operational controls and standards, monitoring on-going operations and adjusting priorities to meet changing conditions Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients to resolve queries and providing first level account serviceContinue to manage and review daily controls, and communication of any new training or procedural changes to the team Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentationEnsure all controls and procedures outlined in the procedures manual and general company policies are complied with across all groupsWork cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectivenessHire, retain, develop, and motivate staff; assess the overall strengths and skill levels within the current organizationRequired qualifications, capabilities, and skills:Bachelor’s degree, with a minimum of 5 years relevant work experience in bank debt / leveraged loan operationsExcellent communication and relationship/partnership-building skills both with team members as well as other business partnersStrong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing prioritiesDemonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environmentStrong decision-making skills, ability to identify problems and propose solutions. Exhibit initiative to raise issues to appropriate/relevant parties when needed.Preferred qualifications, capabilities, and skills:Knowledge of LSTA/LMA standard documents, such as Trade ConfirmationsKnowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, Strong understand of accounting principles, specifically how bank debt transactions impact financial statementsDegree - preferably Finance, Accounting, or Economics
-
Associate Treasury Management Consultant II
6 days ago
Plano, TX, United States Capital One Full timeAssociate Treasury Management Consultant II The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support aligned Treasury Management Consultants (TMCs) and nurture assigned customers. The ATMC II, in conjunction with proactive marketing outreach, is expected to react to active sales opportunities and provide...
-
Associate Treasury Management Consultant II
7 days ago
Plano, TX, United States Capital One Full timeAssociate Treasury Management Consultant II The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support aligned Treasury Management Consultants (TMCs) and nurture assigned customers. The ATMC II, in conjunction with proactive marketing outreach, is expected to react to active sales opportunities and provide...
-
Associate Treasury Management Consultant II
2 weeks ago
Plano, TX, United States Capital One Full timeAssociate Treasury Management Consultant II The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support aligned Treasury Management Consultants (TMCs) and nurture assigned customers. The ATMC II, in conjunction with proactive marketing outreach, is expected to react to active sales opportunities and provide...
-
Associate Treasury Management Consultant II
2 weeks ago
Plano, TX, United States Capital One Full timeAssociate Treasury Management Consultant II The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support aligned Treasury Management Consultants (TMCs) and nurture assigned customers. The ATMC II, in conjunction with proactive marketing outreach, is expected to react to active sales opportunities and provide...
-
Associate Treasury Management Consultant II
2 days ago
Plano, TX, United States Capital One Full timeAssociate Treasury Management Consultant II The Associate Treasury Management Consultant (ATMC) II works within the assigned coverage model to support aligned Treasury Management Consultants (TMCs) and nurture assigned customers. The ATMC II, in conjunction with proactive marketing outreach, is expected to react to active sales opportunities and provide...
-
Plano, Texas, United States ASK Consulting Full time $40,000 - $70,000 per yearJob Title: Sales Support Representative II/Order Desk AssociateLocation: Plano, TXJob Description:Job Overview:We are seeking 5 highly motivated, detail-oriented, and proactive Order Desk Associates to join the Sales Operations & Innovations Team. The ideal candidate will assist our sales team and customers in preparing for product activation, processing...
-
Virtual Business Banker II
2 weeks ago
Plano, TX, United States Capital One Full timeVirtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus attention on proactively retaining and deepening an existing portfolio of complex and high net worth small...
-
Pharmacy Technician II
1 week ago
Plano, United States Elevance Health Full timePharmacy Technician II A proud member of the Elevance Health family of companies, Paragon Healthcare brings over 20 years in providing life-saving and life-giving infusible and injectable drug therapies through our specialty pharmacies, our infusion centers, and the home setting. Title: Pharmacy Technician II Schedule: Monday Friday; 9am 6pm central time...
-
Client Services Manager II
4 days ago
Plano, United States Anderson Merchandisers Full timeWE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you! Our associates have a lot in common. They have great interpersonal skills, enjoy working independently, are self-motivated, and have a relentless drive. Did we mention that while they are working hard, they also like to have fun?We offer flexible hours, competitive pay, and great benefits for...
-
Virtual Business Banker II
3 weeks ago
Plano, United States Remote Staffing Full timeVirtual Business Banker IIThe Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus attention on proactively retaining and deepening an existing portfolio of complex and high net worth small...
