Typical Day in Role
• Perform day-to-day delivery of critical lending operations processes including loan administration and servicing for syndicate deals with client as a participant client
• Support all aspects of servicing a deal including, but not limited to, rollovers, drawdowns, repayments, static data updates
• Be accountable to assigned portfolio and maintain portfolio health by reviewing control reports and clearing reconciliation discrepancies.
• Support additional reconciliation and investigation activities.
• Ensures that terms and conditions of authorizations and/or loan documentation are being adhered to including pricing, term and amount.
• Administers instructions by Agents on participations and customers on direct and agented deals including verification of limit availability, accuracy of calculations and disbursement/application of funds.
• Recognize and ensure all exceptions to policies and procedures are brought to the attention of management for resolution when required.
• Build effective relationships with key business partners by collaborating with process managers and subject matter experts to achieve desired objectives.
Candidate Requirements/Must Have Skills:
1) 5-7 years experiences as an Operations Analyst or similar position
2) 2+ years of experience working in corporate lending operations, particularly with servicing syndication facilities
3) Demonstrated experience reading and understanding loan documentation
Nice-To-Have Skills:
1) Cash-reconciliation experience preferred
2) Experience with LoanIQ or equivalent lending, proprietary systems preferred
3) Intermediate excel skills (manipulate large volumes of data, basic formulas) preferred
Soft Skills Required:
• Strong quantitative and problem-solving skills
• Analytical and detail-oriented
• Motivated problem solver
• Strong communications skills