Loan Agency Assignment & Intake Team Operations Analyst I

SRS Acquiom • Minneapolis, MN

1d • $60,000 - $70,000 • Hybrid

About The Position

The Loan Agency Deal Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a contact for clients, lenders, and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

Requirements

• 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.
• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts.
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently.
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks.
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties.
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel.
• High level of proficiency with computers and learning new software.

Nice To Haves

• Understanding of syndicated and bilateral loans preferred.
• Positive attitude
• Collaborative
• Operates with highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multi-task
• High attention to detail, accuracy, and thoroughness

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.
• 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.
• Research and resolve issues related to administration and client service in connection with assigned tasks.
• Use judgement, interpretation and problem-solving to understand loan related information.
• Professionally communicate and collaborate with internal groups and external clients by phone and email.
• Perform data entry in the loan system and Microsoft Excel.
• Provide coverage and support to the team when needed.
• Perform other related duties as assigned or requested.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level