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Loan Operations Specialist

4 months ago

Dallas, United States Phyton Talent Advisors Full time

Our Client a well known Financial Services provider is looking for a Senior Loans Operations Specialist in their Dallas, Texas Location.


Responsibilities:

  • Executing the operational requirements to manage the lifecycle events of a syndicated loan
  • Applying and continuously developing a subject matter expert (SME) level of support within the team, supporting more junior members of staff with any complexities within the deal/portfolio
  • Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
  • Supporting projects and other business initiatives to help further the Agent Services product offering
  • Answering client, borrower and lender queries in a timely manner
  • Financial analysis of deals to ensure accruals and pricing mechanics are correct
  • Management of outstanding work items in line with expected Key Performance Indicators (KPI’s)
  • Ensuring a high level of accuracy to minimize operational risk within the lending portfolio


Education and experience

BA or BS or equivalent experience


Finance specialism preferred

2 years+ of relative business experience


Commercial awareness

Banking or investment industry experience


Customer relations experience

(WSO, iLevel, Thinkfolio, EDM)


Personal Competencies:

  • Strong work ethic – organized, detail oriented, analytical, task driven
  • Good problem-solving initiative
  • Ability and willingness to learn complex processes
  • Work collaboratively with other teams and product lines globally to support and develop the business operating model