SRS Acquiom

Analyst

• Interpret and audit post-closing allocation spreadsheets, create guidelines for interpretation of data, and manipulate data for import to the system of record
• Manage multiple Shareholder Representative deals and track each deal through its phases, monitor progress, and keep everything moving forward.
• Import and export files for use in the system of record (NetSuite)
• Confirming that the data is imported accurately for reporting to shareholders
• Work with other teams to ensure the data received meets all requirements for import into the system of record
• Ensure Operations manuals and guidelines are updated and stay up to date so they can be relied upon for business continuation situations
• Manage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standards
• Complete recurring daily and weekly responsibilities on a rotation basis
• Provide updates and information to clients and colleagues in writing and on calls

Shareholder Representative, Imports Analyst

Full-stack Engineer

• Take ownership of two products and product delivery teams
• Collaborate with teammates to ensure complete, succinct, and testable acceptance criteria.
• Partner with the Product Owner/Manager to ensure alignment between Product and Engineering.
• Accountable for hiring Engineers on the product delivery teams
• Contribute effectively to the code base across the full stack and lead by example
• Coach others to ensure high-quality and efficient delivery of business value. Align the Engineer’s career goals with the company's goals.
• Evaluate the team to provide direct guidance on performance and potential. Provide technical leadership through mentorship, coaching, and assistance.
• Lead the continuous improvement of Engineering practices
• Align team decisions with Enterprise Architecture Principals and Department goals
• Stay on the leading edge of software engineering practices and technologies, while building a collaborative learning culture.
• Strives to drive a positive user experience
• Able to work through and solve complex problems
• Accountable for outcomes for the company, technology, and team.

Senior Manager, Product Engineering

• Manage multiple releases simultaneously – Track each deal through its phases, monitor progress, and keep everything moving forward.
• Dig into spreadsheets – Review and interpret capitalization tables and financial models from a wide variety of sources.
• Work across teams and with outside parties – Partner with Compliance, Client Services, Payments, and banks to coordinate steps and resolve issues.
• Keep systems accurate – Ensure NetSuite (our system of record) reflects finalized figures for each deal.
• Handle shared team tasks – Complete recurring daily and weekly responsibilities on a rotation basis.
• Communicate clearly – Provide updates and information to clients and colleagues in writing and on calls

Release Analyst

Director

• Maintain a working knowledge of all transactions and deal-related documents for the assigned portfolio of accounts.
• Responsible for the administration of assigned accounts in accordance with the terms of the related documents. This includes all payments, notices, compliance deliverables and other duties assigned in the documents.
• Research and resolve issues related to administration and client service in connection with assigned accounts.
• 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.
• Use judgment, interpretation, and problem-solving to understand loan-related information.
• Professionally communicate and collaborate with internal groups and external clients by phone, email, and in person.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
• Provide coverage and support to the team as a whole when needed.
• Perform other related duties as assigned or requested.

Shareholder Representative, Imports Analyst

Senior Manager, Product Engineering

Release Analyst

Loan Agency Relationship Management Associate Director