Loan Closing Senior Analyst - New York

Delta CapitaNew York, NY
271d$66,000 - $72,000Hybrid

About The Position

We have an exciting opportunity to work with one of our prestigious clients at a Tier 1 Investment Bank. You will be working as part of a fast-paced Loan Closing team, communicating with multiple teams internally and externally. We are looking for someone with commercial loans experience (bilateral and syndicated loans) and loan lifecycle knowledge.

Requirements

  • Bachelor's degree or equivalent
  • Understanding of syndicated loans lifecycle
  • 1-2 years relevant financial experience
  • Ability to work in a fast-paced environment
  • Strong communication skills
  • Advanced Excel skills
  • Attention to detail

Nice To Haves

  • May have some prior loan closing experience
  • Some exposure to loan documentation (LMA/ LSTA, credit agreements, funding memos etc.)

Responsibilities

  • Oversee the loan lifecycle from an operational perspective, ensuring core closing processes are completed in a timely manner and any discrepancies/issues are escalated and investigated.
  • Review trade documentation, including confirmations, or funding memos to ensure compliance with regulatory standards and internal guidelines.
  • Confirm financial calculations such as delayed compensation, cost of carry, and commitment reductions.
  • Review and interpret credit agreements to ensure accurate execution of operations prior to closing in accordance with terms and conditions.
  • Review corporate actions related to loan trades to support processing, tracking, and reporting adjustments or changes affecting loans, ensuring required updates are applied accurately.
  • Review and reconcile trade discrepancies, maintaining trade status updates, and escalating issues as needed.
  • Support completion of daily and escalation reports. This may include delayed compensation, unallocated trades or fee reconciliations.
  • Collaborate across counterparties, and internal and external teams, to ensure seamless operations and compliance.
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