Syndicated Loans Ops Specialist

eClerxRaleigh, NC
Onsite

About The Position

eClerx is seeking a team-oriented Loans operations candidates to join our team. Ideal candidate should have an understanding of syndicated loans business and associated client service. Our operations professionals help build and handle the syndicated loan products, processes and services. The candidate will be expected to liaise with internal & external colleagues & clients across all areas including Front, Middle & Back Office.

Requirements

  • 1 to 5 years of experience in banking/financial services operations; exposure to syndicated loans, trade settlements, or cash reconciliation preferred.
  • Good understanding of financial markets concepts and willingness to build expertise in loan syndication.
  • Good logical and quantitative abilities with strong attention to detail.
  • Working knowledge of MS Office (Excel, Word, Outlook).

Nice To Haves

  • Ability to manage and complete assigned tasks with minimal supervision once trained.
  • Ability to work in a fast-paced, deadline-driven environment and prioritize effectively.
  • Exposure to loan platforms (e.g., LoanIQ/ClearPar) and automation/RPA tools preferred.
  • Willingness to continuously learn, upgrade skills, and stay relevant to business demands.
  • Good interpersonal and communication skills – ability to work effectively with team members, supervisors, and client counterparts.

Responsibilities

  • Process daily transactions across Trade Support – trade life cycle from pre-closing to settlements, including block allocation, zero share activity, and related cash operations.
  • Perform Participation Servicing activities – manage mailbox, process incoming notices, and execute related cash operations for participatory loans.
  • Support Agency Servicing – process notices, handle mailbox communication, and perform related cash operations.
  • Perform trade closing, settlements, and cash reconciliation activities with accuracy and within agreed timelines.
  • Identify and escalate discrepancies, breaks, and exceptions to senior analysts/managers in a timely manner.
  • Adhere to defined SOPs, checklists, and quality/control frameworks; maintain complete and accurate documentation.
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