Operations Specialist (Level III)

Our client, is a Financial/Banking company, is looking for a Operations Specialist (Level III) for their Phoenix, AZ location.


Responsibilities:

• Primarily responsible for perfecting bank's Financial Booking. Responsible for accurate set-up and maintenance of billing schedules, pricing options, and all other client record and indicative data.
• This role will be responsible for data accuracy and timely completion of the booking and funding process.
• Responsible for the Financial Booking of commercial Bilateral deals.
• Role will also require funding to client once deal has been booked.
• Timeliness and Accuracy are key to the success of this role function.
• Responsible for ensuring accurate and timely processing of complex loan administration transactions in accordance with established policies, processes and procedures. Interacts with Document Administrators to ensure efficient, high quality loan processing.
• Duties include booking loans, payment administration, loan system reconciliation, and quality review.

• Must be detail oriented and be able to read and understand loan documents.
• Must build and maintain a strong relationship with Business Partners.
• Works with limited supervision.
• Must have credit agreement or legal documentation knowledge
• Must have previous banking experience
• One to Two years previous Financial Booking knowledge
• Commercial Loan Knowledge
• Loan IQ experience (preferred)
• Ability to work independently with little management supervision
• Exceptional communication skills (both verbal and written)
• Ability to communicate with attorneys and internal business partners
• Microsoft excel skills a plus
• Bachelor's Degree (preferred)

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities