Senior Operations Analyst

Senior Operations Analyst

Our client, a growing commercial finance organization, is seeking a Senior Operations Analyst to join its Operations team. This individual will support the day-to-day administration of lending operations, collateral reporting, loan servicing, and portfolio analysis. The ideal candidate is highly organized, analytical, and comfortable working in a fast-paced financial services environment.

Key Responsibilities

• Process funding and advance requests.
• Maintain accurate loan and collateral information within internal systems.
• Review daily cash activity and reconcile loan transactions.
• Perform daily, weekly, and month-end operational processing and reporting.
• Reconcile loan balances, collateral activity, and client financial data.
• Monitor collateral performance and identify trends or potential risks.
• Assist with portfolio reporting, collateral reviews, and loan administration.
• Track required documentation, insurance, and compliance items.
• Support onboarding of new lending relationships, including system setup and operational implementation.
• Cross-train across core operations functions and provide team coverage as needed.
• Assist with special projects and other operational initiatives.

Additional Responsibilities

• Support general ledger and accounting-related activities.
• Assist with accounts receivable, accounts payable, and cash management functions.
• Coordinate with banking partners regarding treasury management and client account administration.
• Serve as a point of contact for clients regarding operational requests and routine servicing needs.

Qualifications

• Associate's degree required; Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
• 2+ years of experience in banking, commercial lending, asset-based lending, commercial finance, loan operations, or a related financial services environment.
• Basic understanding of accounting principles and financial reporting.
• Strong analytical, organizational, and problem-solving skills.
• Excellent attention to detail with the ability to manage multiple priorities.
• Strong communication and client service skills.
• Proficiency in Microsoft Office, particularly Excel.
• Ability to learn new financial systems and technology platforms.

Preferred Experience

• Experience supporting commercial loan operations or collateral administration.
• Exposure to portfolio reporting, reconciliations, or loan servicing.
• Knowledge of commercial lending documentation and operational processes is a plus.