
Senior Financial Operations Specialist
2 days ago
Job Summary
We are seeking a highly skilled professional to fill the role of Loan Operations Specialist.
The ideal candidate will have excellent analytical and problem-solving skills, with the ability to work independently and collaboratively as part of a team.
- Key Responsibilities:
- Review and verify commercial loan documentation to ensure accuracy and completeness.
- Analyze complex loan structures and documentation, including large, syndicated transactions.
- Enter loan details into the system of record, ensuring that all relevant information is accurately captured.
- Serve as the primary point of contact for clients on all servicing-related activity for the bank's direct/bilateral/syndicated loan portfolio.
- Collaborate directly with the agent bank to balance and resolve any issues within the portfolio.
- Perform daily research and maintenance requests from lending officers and clients, analyzing loan documentation as needed.
- Review and balance daily reconciliation reports for general ledger activity tied to loan servicing.
- Determine the necessary monetary and system maintenance required for resolution.
- Respond to client inquiries regarding loan balance, rate information, loan statement questions, advance and payment inquiries.
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