Loan Operations - Dallas

Delta Capita•Dallas, TX

14d•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)
2-5 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

Responsibilities

Oversee operational processes across the full syndicated loan lifecycle, including origination, funding, servicing, and settlement.
Review and interpret credit agreements to ensure accurate execution of loan operations in accordance with terms and conditions.
Coordinate with syndicate members, borrowers, and internal stakeholders to manage loan events, including amendments, refinancings, paydowns, restructures, and transfers.
Perform quality control and reconciliation of loan transactions to identify and resolve discrepancies in data, documentation, or payments.
Track and monitor financial covenants, ensuring compliance and timely reporting, and escalate breaches or concerns as needed.
Prepare and review reports on loan activity, portfolio status, and key operational metrics for internal and external stakeholders.
Manage collateral requirements, including tracking, verification, and maintaining appropriate documentation to ensure compliance with loan terms and conditions

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume