About The Position

Bachelor's degree in Finance, Business, or a related field. - Advanced degree or relevant certifications (e.g., CFA, CPA) preferred. Typically 7-12 years of experience. Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred Strong analytical and problem-solving abilities to manage complex transaction processes. Excellent communication and interpersonal skills to effectively collaborate with clients and internal teams. Proficiency in transaction processing systems and a keen ability to leverage technology for process improvements. Experience in brokerage processing preferred. Applicable local/regional licenses or certifications as required by the business. Prior loan operations experience in a financial service setting preferred Detail oriented Ability to self-manage, prioritize, and execute workload Familiarity with technical applications to include, but not limited to, Microsoft Office applications

Requirements

  • Bachelor's degree in Finance, Business, or a related field.
  • Typically 7-12 years of experience.
  • Strong analytical and problem-solving abilities to manage complex transaction processes.
  • Excellent communication and interpersonal skills to effectively collaborate with clients and internal teams.
  • Proficiency in transaction processing systems and a keen ability to leverage technology for process improvements.
  • Detail oriented
  • Ability to self-manage, prioritize, and execute workload
  • Familiarity with technical applications to include, but not limited to, Microsoft Office applications

Nice To Haves

  • Advanced degree or relevant certifications (e.g., CFA, CPA)
  • Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred
  • Experience in brokerage processing preferred
  • Applicable local/regional licenses or certifications as required by the business
  • Prior loan operations experience in a financial service setting preferred
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