Senor Associate, Commercial Loan Servicing

Senior Associate, Commercial Loan Servicing

SS&C is seeking a Senior Associate, Commercial Loan Servicing to support end-to-end loan servicing operations across a diverse portfolio. Locations: New York, NY (Hybrid), Los Angeles, CA (Hybrid), Kansas City, MO (Hybrid) Union, NJ (Hybrid), Dallas, TX (Hybrid)

About the Role

In this role, you will be responsible for executing daily and monthly servicing activities, ensuring accuracy of loan data, cash movements, and reporting while meeting client and regulatory requirements. You will work closely with internal teams and clients to manage servicing workflows, resolve discrepancies, and support onboarding and implementation efforts.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and healthcare operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will gain hands-on exposure to commercial lending operations, servicing platforms, and regulatory reporting within a fast-paced, client-focused environment.

How You Will Make an Impact

• Perform daily and monthly commercial loan servicing activities, including reconciliations, accruals, and amortization schedules
• Process and review loan cash transactions such as borrower payments, payoffs, escrow disbursements, and investor activity
• Monitor and reconcile loan-related cash accounts, resolving discrepancies and servicing exceptions
• Set up newly originated or purchased loans within servicing systems, ensuring accurate onboarding and data integrity
• Serve as a point of contact for clients and internal teams, addressing inquiries related to loan balances, payments, and servicing activity
• Support preparation and review of NAIC Schedule B regulatory reporting packages
• Maintain loan collateral and compliance documentation, ensuring completeness and accuracy
• Generate and distribute borrower communications including billing statements, payoff statements, and servicing notices
• Support client implementations and transitions, including data validation and system testing

Required Experience

• 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
• Experience supporting regulatory reporting, including NAIC Schedule B preferred
• Experience with loan servicing or investment general ledger accounting
• Strong analytical, organizational, and problem-solving skills with high attention to detail
• Ability to manage multiple priorities and meet deadlines independently
• Strong communication skills with a client-service mindset
• Advanced proficiency in Microsoft Excel and Microsoft Office

What Sets You Apart

• Experience with commercial loan servicing platforms or systems
• Exposure to insurance clients and regulatory reporting environments
• Basic proficiency in Microsoft SQL
• Experience supporting loan onboarding, data conversions, or system implementations
• Ability to identify process improvements and enhance servicing operations

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.