Senior Middle Office Analyst: Credit / Lending

Talan • New York, NY

2d • $100,000 - $130,000

About The Position

Talan is an international consulting and technology expertise group supporting Corporate and Investment Banking (CIB) and Financial Services clients through large-scale transformation programs driven by data, technology, and innovation. In North America, Talan works with some of the largest U.S., French, and Japanese banks, delivering high-value expertise across front-office, risk, finance, regulatory, and technology domains. With over 20 years of experience, a presence across five continents and 21 countries, and Great Place to Work® certification, the Group is on track to reach 8,000 employees worldwide, including 600 in North America. We are seeking a Senior Middle Office Analyst – Insurance Operations to lead the management of credit insurance across commercial lending and asset finance transactions. This role requires strong hands-on experience in a banking middle office environment, with full ownership of insurance processes, close interaction with Front Office teams, and a high level of responsibility for operational risk and controls.

Requirements

• Minimum 5 years of experience in commercial lending or asset finance operations within a commercial bank.
• Proven, hands-on experience managing insurance on lending transactions.
• Bachelor’s degree in Finance, Business, or a related field.
• Strong working knowledge of Loan IQ
• Solid proficiency in Excel and PowerPoint.
• Good understanding of financial statements and comfort with financial ratio analysis.

Nice To Haves

• experience with Cash Plus and FBTI is a plus.

Responsibilities

• Act as the primary subject matter expert for credit insurance across all relevant lending transactions, from pre-closing review (when applicable) through payment, booking, and ongoing monitoring.
• Oversee the calculation, validation, and processing of insurance premiums in line with credit agreements and insurance certificates, ensuring timely payment to brokers.
• Ensure accurate booking, monitoring, and reconciliation of insurance-related transactions in Loan IQ (LIQ), maintaining data quality and consistency.
• Review complex insurance policies and related legal documentation, interpret insurance requirements, and ensure correct system setup and processing.
• Perform and validate pre-funding insurance checks, including confirmation of calculations and initial broker deposits.
• Serve as the main point of contact for insurance-related matters with Front Office, Middle Office, Operations, and external brokers.
• Monitor insurance covenants and reporting obligations, proactively identifying and escalating operational risks or discrepancies.
• Drive process improvements across insurance booking, reconciliation, controls, and reporting, in coordination with internal stakeholders.

Benefits

• The salary range for this role is US$100,000 - US$130,000
• 401(k) retirement plan with company matching
• 15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)
• 8 paid holidays + 5 sick days + 2 personal days per year
• Company health, dental, and vision insurance plans + FSA
• Voluntary STD and LTD
• Commuter/transit benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees