Loan Operations Analyst - Corporate Lending Operations

Loan Operations Analyst - Corporate Lending Operations

We're looking for a highly detail-oriented and experienced Loan Operations Analyst to join our Syndicated & Corporate Lending Credit Fulfillment Team. In this crucial role, you'll support the loan booking and closing activities within our primary system of record, LoanIQ.

Responsibilities

• Thoroughly review credit agreements to determine accurate pricing, contractual terms, and specific requirements.
• Accurately enter and maintain data within the LoanIQ system.
• Collaborate closely with deal teams to gather necessary documents, address inquiries, and confirm requirements for client engagement.
• Efficiently prepare and process loan bookings and closings.
• Occasionally interact with Agent Banks.

Required Skills & Knowledge

• LoanIQ Expertise: Proven proficiency in LoanIQ software or similar loan management systems is essential.
• Banking/Finance Background: A degree or relevant experience in banking and/or finance.
• Attention to Detail: Exceptional ability to meticulously review and verify loan documents for accuracy and compliance.
• Communication Skills: Strong verbal and written communication skills for effective interaction with internal and external stakeholders (e.g., attorneys, other departments).
• Organization: Excellent organizational skills to manage and prioritize a high volume of loan closings efficiently.
• Problem-Solving: Demonstrated ability to identify and resolve issues or discrepancies in loan documentation.
• Software Proficiency: Familiarity with loan management software and related tools commonly used in the financial industry.
• Time Management: Effective time management to meet tight deadlines and ensure timely loan closings.
• Customer Service: Commitment to providing excellent service and addressing queries.
• Team Collaboration: Capacity to work effectively within a team environment, collaborating with underwriters, legal teams, and other departments.
• Risk Management: Understanding of risk assessment and mitigation within corporate lending.
• Analytical Skills: Strong analytical abilities for evaluating financial statements, credit reports, and other financial documents.
• Adaptability: Flexibility to handle changing priorities and evolving lending regulations.
• Integrity & Confidentiality: Upholding the highest standards of integrity and respecting the confidentiality of sensitive financial information.
• Independence: Must demonstrate the ability to work independently.

Preferred Skills & Experience

• Experience in Commercial Credit.
• Experience in Wholesale Credit.
• Fulfillment, Booking, or Funding experience (non-residential).
• Experience reading and interpreting credit agreements.
• Loan Syndication Knowledge: Understanding of syndicated lending processes and best practices.
• Loan Documentation Expertise: Knowledge of loan documentation requirements, including familiarity with syndicated and corporate lending agreements.
• Credit Analysis: Ability to assess the creditworthiness of corporate clients.