Loan Agency Assignments & Intake Operations Analyst I

SRS Acquiom is a financial services technology company that specializes in M&A and loan agency transactions. The Loan Agency Assignments & Intake Operations Analyst I will administer loan agency transactions, manage client inquiries, and ensure compliance with loan documents while providing exceptional customer service in a fast-paced environment.

Responsibilities

• Review and process assignments in compliance with loan documents to ensure timely and accurate processing
• Solicit, track, and process lender Administrative Details and Tax Forms
• Review wire instructions in the Loan System and perform callbacks to parties to verbally confirm wire instructions
• Complete all audit confirmations
• Respond to inquiries regarding assignments and document intake
• Provide support to internal and external users for SRS Acquiom platforms
• Comprehend internal processes and procedures while maintaining internal controls
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience
• Research and resolve issues related to administration and client service in connection with assigned tasks
• Use judgment, interpretation, and problem-solving to understand loan-related information
• Professionally communicate and collaborate with internal groups and external clients by phone and email
• Perform data entry in the loan system and Microsoft Excel
• Provide coverage and support to the team when needed
• Perform other related duties as assigned or requested

Skills

• Bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) required
• 1+ years of work experience in finance, loan agency, or bank operations
• Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently
• Deadline-driven and highly organized with exceptional attention to detail
• Proven problem-solving and analytical skills
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach
• Proven ability to collaborate with management and team members to align goals and complete all tasks
• Demonstrate integrity in the day-to-day administration of duties and all interactions with internal and external parties
• High level of proficiency with computers and learning new software
• Understanding of syndicated and bilateral loans preferred
• Experience with Clearpar is a plus
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel
• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy, and thoroughness

Benefits

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
• A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

Company Overview