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    Loan Operations Specialist - Dallas, United States - Phyton Talent Advisors

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    Description

    Our Client a well known Financial Services provider is looking for a Senior Loans Operations Specialist in their Dallas, Texas Location.

    Responsibilities:

    • Executing the operational requirements to manage the lifecycle events of a syndicated loan
    • Applying and continuously developing a subject matter expert (SME) level of support within the team, supporting more junior members of staff with any complexities within the deal/portfolio
    • Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
    • Supporting projects and other business initiatives to help further the Agent Services product offering
    • Answering client, borrower and lender queries in a timely manner
    • Financial analysis of deals to ensure accruals and pricing mechanics are correct
    • Management of outstanding work items in line with expected Key Performance Indicators (KPI's)
    • Ensuring a high level of accuracy to minimize operational risk within the lending portfolio

    Education and experience

    BA or BS or equivalent experience

    Finance specialism preferred

    2 years+ of relative business experience

    Commercial awareness

    Banking or investment industry experience

    Customer relations experience

    (WSO, iLevel, Thinkfolio, EDM)

    Personal Competencies:

    • Strong work ethic – organized, detail oriented, analytical, task driven
    • Good problem-solving initiative
    • Ability and willingness to learn complex processes
    • Work collaboratively with other teams and product lines globally to support and develop the business operating model


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