Loan Operations Analyst
1 week ago
Locations:
- Plano, TX: 7105 Corporate Dr, Plano, TX 75024
- Charlotte, NC: 150 N College St, Charlotte, NC 28202
Initial 5-day a week on-site training period, and then a hybrid schedule will be discussed once you're fully trained.
Pay Rate: $28 - $32 /hour (paid weekly)
Start Date: ASAP, pending successful onboarding completion.
Contract: This is an initial 12-month contract.
Potential for extension or conversion to a Full-Time Employee (FTE) based on performance, attendance, and business needs.
Benefits: Access to health benefits.Overview
We're looking for a highly detail-oriented and experienced Loan Operations Analyst to join our Syndicated & Corporate Lending Credit Fulfillment Team. In this crucial role, you'll support the loan booking and closing activities within our primary system of record, LoanIQ.
Responsibilities
- Thoroughly review credit agreements to determine accurate pricing, contractual terms, and specific requirements.
- Accurately enter and maintain data within the LoanIQ system.
- Collaborate closely with deal teams to gather necessary documents, address inquiries, and confirm requirements for client engagement.
- Efficiently prepare and process loan bookings and closings.
- Occasionally interact with Agent Banks.
- LoanIQ Expertise: Proven proficiency in LoanIQ software or similar loan management systems is essential.
- Banking/Finance Background: A degree or relevant experience in banking and/or finance.
- Attention to Detail: Exceptional ability to meticulously review and verify loan documents for accuracy and compliance.
- Communication Skills: Strong verbal and written communication skills for effective interaction with internal and external stakeholders (e.g., attorneys, other departments).
- Organization: Excellent organizational skills to manage and prioritize a high volume of loan closings efficiently.
- Problem-Solving: Demonstrated ability to identify and resolve issues or discrepancies in loan documentation.
- Software Proficiency: Familiarity with loan management software and related tools commonly used in the financial industry.
- Time Management: Effective time management to meet tight deadlines and ensure timely loan closings.
- Customer Service: Commitment to providing excellent service and addressing queries.
- Team Collaboration: Capacity to work effectively within a team environment, collaborating with underwriters, legal teams, and other departments.
- Risk Management: Understanding of risk assessment and mitigation within corporate lending.
- Analytical Skills: Strong analytical abilities for evaluating financial statements, credit reports, and other financial documents.
- Adaptability: Flexibility to handle changing priorities and evolving lending regulations.
- Integrity & Confidentiality: Upholding the highest standards of integrity and respecting the confidentiality of sensitive financial information.
- Independence: Must demonstrate the ability to work independently.
- Experience in Commercial Credit.
- Experience in Wholesale Credit.
- Fulfillment, Booking, or Funding experience (non-residential).
- Experience reading and interpreting credit agreements.
- Loan Syndication Knowledge: Understanding of syndicated lending processes and best practices.
- Loan Documentation Expertise: Knowledge of loan documentation requirements, including familiarity with syndicated and corporate lending agreements.
- Credit Analysis: Ability to assess the creditworthiness of corporate clients.
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