Loan Operations - Dallas

Delta Capita • Dallas, TX

10d • 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
• Valid work authorization for the US is mandatory.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level