
Senior Financial Analyst
3 days ago
Job Overview
We are seeking a skilled and detail-oriented Loan Operations Specialist to join our organization.
The ideal candidate will work closely with clients, ensuring we meet applicable Service Level Agreements (SLAs).
Key Responsibilities:
- Review and analyze commercial loan documentation to identify key terms and requirements.
- Enter loan details into the system of record, including borrower entities, guarantor entities, rate, repayment, accrual, collateral, etc.
- Understand and interpret complex loan structures and documentation, including large syndicated transactions.
- Translate key terms from commercial loan documentation into the system of record.
- Act as the primary point of contact for clients on all servicing-related activities for the portfolio.
- Monitor and perform system input as needed for timely administration of rate options, borrowing base adjustments, reduction to revolver schedules, and facility utilization changes.
- Collaborate with agent banks to balance and resolve any issues within the portfolio.
- Process 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.
- Resolve daily exception reports, determining necessary monetary and system maintenance required for resolution.
- Analyze loan documentation and respond to client inquiries regarding loan balance, rate information, loan statement questions, advance and payment inquiries.
Requirements:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Proficiency in computer software applications, including Microsoft Office and Google Suite.
- Knowledge of financial regulations and compliance procedures.
Benefits:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
What We Offer:
- A challenging and rewarding career opportunity.
- The chance to work with a talented team of professionals.
- A collaborative and inclusive work environment.
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