Senor Associate, Commercial Loan Servicing

SS&C TechnologiesLos Angeles, CA
3dHybrid

About The Position

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate, Commercial Loans Location: New York | Los Angeles, CA | Kansas City, MO | Union, NJ | Dallas, TX |Hybrid Why You Will Love It Here! Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more!

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field
  • 3–6 years of experience in commercial loan servicing, loan accounting, insurance, or commercial real estate lending environments
  • Working knowledge of U.S. GAAP and/or IFRS, with experience supporting NAIC reporting
  • Experience with investment or loan general ledger accounting strongly preferred
  • Client-service mindset with the ability to communicate clearly and professionally with internal partners and external clients
  • Ability to work independently while managing multiple servicing deliverables and client deadlines
  • Strong analytical, organizational, and problem-solving skills with high attention to detail
  • Proficiency with Microsoft Office, including advanced Excel skills
  • Basic proficiency in Microsoft SQL is a plus

Nice To Haves

  • Experience with investment or loan general ledger accounting strongly preferred
  • Basic proficiency in Microsoft SQL is a plus

Responsibilities

  • Perform daily and monthly commercial loan servicing and accounting activities, including loan balance and general ledger reconciliations, amortization schedules, accruals, and servicing-related reporting
  • Process and review loan cash transactions such as borrower payments, payoffs, escrow disbursements, investor sales, and other servicing events in accordance with client and regulatory requirements
  • Monitor loan-related cash accounts and reconcile borrower payments, resolving exceptions and servicing discrepancies in a timely manner
  • Set up newly originated or purchased loans in SS&C loan servicing systems, ensuring accurate data capture and seamless onboarding for borrowers and clients
  • Serve as a point of contact for internal teams and clients, responding to inquiries related to loan activity, balances, payment application, and servicing status
  • Assist in the preparation, reconciliation, and review of quarterly and annual NAIC Schedule B regulatory reporting packages
  • Track, collect, and maintain loan collateral and compliance documentation, including rent rolls, operating statements, covenants, and client deliverables
  • Generate and distribute loan notices and borrower communications, including billing statements, maturity notices, late payment notices, payoff statements, and other servicing correspondence
  • Support new client implementations and transitions, including data validation, system testing, and coordination with client stakeholders to ensure service expectations are met

Benefits

  • Hybrid Work Model & a Business Casual Dress Code, including jeans
  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical
  • Dental
  • Vision
  • Employee Assistance Program
  • Parental Leave
  • Discounts on fitness clubs, travel and more!
  • SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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