Loan Agency Relationship Management Associate Director

SRS Acquiom • Minneapolis, MN

2d • $90,000 - $100,000 • 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 Management Associate Director works in SRSA’s Loan Agency department and manages client relationships and the daily administration of assigned Loan Agency accounts. Serves as the main point of contact with the borrower, lenders, professionals, and other internal and external service partners. Manages daily administration of assigned transactions, including the delivery of exceptional service to all parties and ensuring all internal controls are met.

Requirements

• Bachelor’s degree required. Graduate-level degree, such as a J.D. or MBA, preferred.
• 6+ years’ experience in finance, capital markets, or a law firm.
• Prior experience reading, analyzing, and interpreting legal documents.
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgment 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.
• 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 and deal-related documents for the assigned portfolio of accounts.
• Responsible for the administration of assigned accounts in accordance with the terms of the related documents. This includes all payments, notices, compliance deliverables and other duties assigned in the documents.
• Research and resolve issues related to administration and client service in connection with assigned accounts.
• 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.
• Use judgment, interpretation, and problem-solving to understand loan-related information.
• Professionally communicate and collaborate with internal groups and external clients by phone, email, and in person.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
• 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
• Number of Employees: 101-250 employees