Loan Agency Assignment & Intake Team Operations Analyst I

SRS Acquiom is a financial services technology company that specializes in M&A and loan agency transactions. The Loan Agency Deal Team Operations Analyst I will administer loan agency transactions, manage client inquiries, and ensure exceptional customer service while adhering to internal controls and risk management.

Responsibilities

• Set up new deals on the Loan System and create and maintain transaction documents that assist with the ongoing administration of the loan transactions
• Generate and send notices to the borrower and lenders regarding upcoming payments, fundings, rate sets, and conversions, etc
• Maintain the loans in the loan system and make necessary updates as needed
• Terminate deals on the loan system when the loan matures
• Respond to inquiries from internal and external parties regarding the loan
• Comprehend internal processes and procedures while maintaining internal controls
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience
• Research and resolve issues related to administration and client service in connection with assigned tasks
• Use judgement, interpretation and problem-solving to understand loan related information
• Professionally communicate and collaborate with internal groups and external clients by phone and email
• Perform data entry in the loan system and Microsoft Excel
• Provide coverage and support to the team when needed
• Perform other related duties as assigned or requested

Skills

• Bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) required
• 1+ years of work experience in finance, loan agency or bank operations
• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently
• Deadline-driven and highly organized with exceptional attention to detail
• Proven problem-solving and analytical skills
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional and proactive approach
• Proven ability to collaborate with management and team members to align goals and complete all tasks
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel
• High level of proficiency with computers and learning new software
• Understanding of syndicated and bilateral loans preferred

Benefits

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
• A 401(k) with a 4% company match to keep your future on track
• Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

Company Overview