Loan Agency Relationship Associate

SRS Acquiom • Denver, CO

2d • Hybrid

About The Position

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way.
Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to-end system that helps even the most complex deals cross the finish line.
We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves.
If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.
The Loan Agency Relationship Associate I works in SRSA’s Loan Agency department, managing client relationships and the daily administration of assigned Loan Agency accounts. Serves as a contact for borrowers, lenders, professionals, and other internal and external service partners. Manage daily administration of assigned accounts in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

Requirements

• A bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) is required.
• 4+ years of experience in finance, loan agency, or bank operations.
• A comprehensive understanding of syndicated and bilateral loans is required.
• Prior experience reading, analyzing, and interpreting legal documents.
• Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts with limited oversight or assistance.
• Deadline-driven and highly organized with exceptional attention to detail.
• Strong drive to achieve results and the ability to self-motivate despite multiple priorities while managing time efficiently.
• 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.
• High level of proficiency with computers and learning new software.

Nice To Haves

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy, and thoroughness

Responsibilities

• Maintain a working knowledge of all transactions in the assigned loan portfolio.
• Assist Loan Agency Relationship Managers with deal closings and terminations.
• Coordinate KYC solicitation for new transactions.
• Perform ongoing deal administration for the assigned portfolio. Duties may include processing payments, tickler management, collateral reviews, invoicing, responding to inquiries, reporting, and other related items.
• Independently tackles more complex transactions, tasks, and reporting responsibilities.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure an exceptional experience. This includes professional communication and collaboration with internal groups and external clients by phone and email.
• Use best judgment, interpretation, and problem-solving skills to understand loan documentation and resolve issues.
• As requested, assist with training and mentoring other team members. May be appointed to a team lead role.
• Comprehend internal processes and procedures and maintain internal controls. Work with Loan Agency management to identify opportunities to enhance our control environment.
• Provide coverage and support to the team as a whole 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: Mid Level