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About the role
Key responsibilities & impact- Support an assigned book of business, with volume fluctuating quarterly.
- Review / Quality Check of transaction processing (e.g., rollovers), Issuer/Borrower Invoicing, Letter of Credit Activity, Payment Processing, Unscheduled Repayments/Borrowings, Reporting (daily, weekly, monthly, quarterly, ad-hoc), Data Governance and Database Accuracy.
- Handle inbound and outbound communication with internal and external stakeholders via email and phone.
- Conduct internal and external meetings with stakeholders communicating status updates to the business or book of business.
- Manage Deal Closing Execution & Funding.
- Team Training for Industry Best Practices and Company Related Policies.
- Maintain and update operational procedures to ensure consistency and compliance.
Requirements
What you’ll need- Bachelor’s Degree required with 5+ years of Banking and/or Relevant Financial Services Experience (Loan Operations) experience
- Proven experience leading and managing teams, ideally within financial services
- Ability to oversee day-to-day operations while driving strategic initiatives
- In-depth knowledge of loan facility agreements and an understanding of the roles involved in bilateral loans, syndicated loans, and project finance. Experience with bonds or structured finance is a strong plus.
- Solid understanding of financial markets and products, with experience using payment systems for confirming and settling these products.
- Experience using WSO, Loan IQ, DebtDomain, iLEVEL, ClearPar or other similar loan/banking platform preferred.
- Comprehensive understanding of the loan operations lifecycle, with the ability to identify and resolve issues related to client loan activities.
- Familiarity with deal structuring, distribution, documentation, funding, and post-closing management; ability to proactively address challenges and ensure compliance with regulatory and internal standards.
- Strong attention to detail in reviewing financial documents, structuring deals, and accurately calculating rates, fees, and payouts.
- Ability to work effectively with numbers, identify discrepancies, and maintain a high level of accuracy in all tasks directly contributes to the smooth execution of loan transactions and the elimination of errors or operational risks.
- Ability to generate ad hoc calculations as needed for a customer/client. Ad hoc calculations include but are not limited to the following: interest calculations, paydown calculations, pro-rata splits, per diem calcs, payoff letter calculations, etc.
- Commitment to ensuring thorough and robust quality checks in all aspects of loan processing, with a focus on maintaining high standards and not compromising on accuracy or compliance.
- Proficiency in using MS Office suite of applications, with a particular focus towards Excel.
Benefits
Comp & perks- Annual success-sharing bonuses or commission plans based on individual performance
- Competitive and comprehensive benefits package
- Annual leave
- Tuition reimbursement
- Referral bonuses
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
transaction processingpayment processingdata governanceloan facility agreementsfinancial marketsad hoc calculationsquality checksfinancial document reviewdeal structuringloan operations lifecycle
Soft Skills
team managementcommunicationattention to detailproblem-solvingstrategic initiative drivingstakeholder engagementoperational consistencytrainingaccuracyproactive addressing of challenges
Certifications
Bachelor's Degree
