Analyst, Loan Settlement Operations Analyst

Cantor Fitzgerald • Jacksonville, FL

10d • Onsite

About The Position

We are seeking an enthusiastic and detail-oriented individual to join our Loan Settlement team. The Operations Analyst will play a crucial role in facilitating the settlement of various loan products, working closely with multiple teams to ensure accurate and timely payment processing and cash reconciliation. This role offers a unique opportunity to gain hands-on experience in financial operations and build a solid foundation for a career in the industry.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Strong attention to detail and accuracy in working with numbers.
• Basic understanding of financial operations, payments, or reconciliations is preferred.
• Proficiency in Microsoft Excel and other Microsoft Office applications is essential.
• Excellent written and verbal communication skills for effective collaboration.
• Ability to manage multiple tasks, meet deadlines, and work effectively in a fast-paced environment.
• Willingness to work in the office four days per week in Jacksonville, FL.

Nice To Haves

• Internship or coursework experience in finance, banking, or operations is an asset.
• Interest in loan products, capital markets, or financial services is desirable.
• A problem-solving mindset and a proactive approach to issue resolution are key attributes.

Responsibilities

• Process and support loan settlement transactions across different loan structures.
• Reconcile incoming and outgoing cash flows to ensure accurate and timely settlements.
• Investigate and resolve payment discrepancies, working closely with Front Office teams.
• Establish and maintain accurate payment instructions with Client Onboarding.
• Confirm the timely settlement of payments in collaboration with Cash Management.
• Maintain comprehensive records and documentation related to loan settlements.
• Assist with process improvements and ad hoc operational tasks as required.
• Support the Syndicate and Agency desks in managing loan settlements with multiple counterparties.
• Ensure effective communication and coordination across internal teams for successful settlements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees