
Financial Services Professional
1 day ago
We are seeking a highly skilled professional to join our lending services team as a Loan Operations Specialist.
- Job Purpose:
Review and verify commercial loan documentation, ensuring accuracy and compliance with applicable laws and regulations.
Identify key terms within loan documents, including credit agreements and notes, and translate them into the ACBS system of record.
Enter loan details into the ACBS system of record, covering borrower entities, guarantors, interest rates, repayment terms, accruals, collateral, and other relevant information.
Analyze and interpret complex loan structures and documents, including large syndicated transactions.
Collaborate with clients on all servicing-related activities for our direct, bilateral, and syndicated loan portfolios.
Monitor and perform ACBS system inputs as needed for timely administration of rate options, borrowing base adjustments, revolver schedule reductions, and facility utilization changes.
Collaborate with the agent bank to balance and resolve portfolio issues.
Respond to daily research and maintenance requests from lending officers and clients, performing necessary analysis and system input.
Review and balance daily reconciliation reports for general ledger activity tied to loan servicing.
Analyze exception reports, determining necessary monetary and system maintenance required for resolution.
Perform research and analyze loan documentation as part of research requests.
Provide client support for loan balance inquiries, rate information, loan statement questions, advance and payment inquiries.
- Commercial Loan Documentation:
Understanding of commercial loan documentation, including credit agreements and notes.
Ability to review and verify loan documents for accuracy and compliance.
- Analytical and Problem-Solving Skills:
Strong analytical and problem-solving skills to interpret complex loan structures and documents.
Ability to identify key terms and translate them into the ACBS system of record.
- Communication and Interpersonal Skills:
Excellent communication and interpersonal skills to collaborate with clients and colleagues.
Ability to provide client support and respond to research and maintenance requests.
- Opportunity to Work with Complex Loan Structures:
Chance to work with complex loan structures and documents, including large syndicated transactions.
- Professional Growth and Development:
Opportunity to develop new skills and knowledge in commercial loan operations.
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