SRS Acquiom is a leader in financial services technology, focusing on M&A and loan agency transactions. The Loan Agency Operations Analyst is responsible for administering loan transactions, managing client communications, and providing exceptional customer service in a fast-paced environment.
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
- 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
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
- Strong understanding of syndicated and bilateral loans
- Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts
- Must be able to work on-site in Denver or Minneapolis in a hybrid schedule
- Ability to work in a fast-paced environment and juggle multiple priorities
- Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process
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
SRS Acquiom manages complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is http://www.srsacquiom.com.
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