Loan Operations - Dallas

Delta Capita • Dallas, TX

273d • Hybrid

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 Servicing operations 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
• Commercial loans product knowledge
• Understanding of syndicated loans lifecycle
• Familiarity with loan documentation (LMA/ LSTA, credit agreements, funding memos etc)
• 1-3 years relevant financial experience
• Ability to work in a fast paced environment
• Strong communication skills
• Advanced Excel skills
• Attention to detail

Nice To Haves

• Previous middle office/ operations experience
• Previous loan servicing experience
• Knowledge of par and distressed loans

Responsibilities

• Trade processing & confirmation
• Manage all closing loan trades from trade date to settlement.
• Supporting & managing loan lifecycle across the assigned portfolio, executing various syndicated loan transactions daily
• Prepare, post & review LSTA/LMA standard documents and other various loan documents including trade confirms, assignment agreements, funding memos to ensure documentation accurately reflects the instruction of the trade ticket
• Processing payments relating to the assigned loan portfolio (e.g. interest payments and fees)
• Settlement
• Confirm trade details and fee calculations
• Review LSTA/LMA standard documents and other various loan documents
• Manage trade activity and settlements
• Fail and risk management
• Ability to identify and escalate issues to management, sales, traders, etc.
• Efficient and timely management of daily control reports (KRI's) by reviewing & reconciling with applicable
• Troubleshoot issues that arise from trade discrepancies and raise escalations to management and the trade desk to execute trades
• Update and maintain trade status reports as required
• Client service
• Acting as direct point of contact for external contacts and ensuring timely responses to inquiries, resolving client issues, reconciling lender discrepancies, etc.
• Daily coordination with internal and external clients
• Establish and maintain strong working relationships with all stakeholders including agents, borrowers, counsel, counterparties, sales team, and trade desk.

What This Job Offers

• Education Level: Bachelor's degree