Loans Officer
State Street
full-time
Posted on:
Location Type: Office
Location: Quincy • Massachusetts, New Jersey, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $115,000 per year
Job Level
JuniorMid-Level
About the role
- Deliver high quality service delivery to clients across all Regions/Service functions
- Manage internal workflow and client deadlines
- Develop relationships with clients, Vendors, and internal development teams
- Maintain cash and Position reconciliations
- Escalate and propose improvements based on client needs
Requirements
- Degree in Accounting or Finance or Business-related area
- ACCA/CIMA/ACA/CPA qualified, or part qualified an advantage
- A minimum of 2+ years’ experience at management level
- In-depth knowledge of Private and Syndicated Loans, Notes, and Private Bonds
- Strong knowledge of Geneva for the product set in scope
Benefits
- 401(k) with company match
- Insurance coverage including medical, dental, and vision
- Paid time off
- Employee Assistance Program
- Performance-based awards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash reconciliationposition reconciliationprivate loanssyndicated loansnotesprivate bondsservice deliveryworkflow management
Soft skills
relationship managementclient managementcommunicationproblem-solving
Certifications
ACCACIMAACACPA