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Guggenheim Partners · 1 month ago

Experienced Warehouse Loan Operations Specialist

United States

Full-time

Remote

Senior Level

$130K/yr - $150K/yr

5+ years exp

Guggenheim Securities is seeking an experienced Warehouse Loan Operations Specialist to support critical warehouse lending functions. This role combines operational execution with strategic oversight, managing loan closing processes, agent relationships, and transaction workflows.

FinanceFinancial ServicesVenture Capital

Responsibilities

Execute loan closing processes and settlement activities

Process and validate draw requests, including borrowing base calculations and covenant compliance

Coordinate with legal counsel on borrowing conditions precedent

Oversee loan settlement funding and reconciliation

Manage trade settlement flows, platform reconciliations, and remediation of breaks

Coordinate with Administrative Agents on reporting requirements and portfolio performance data

Work with Paying Agents to process waterfall distributions and ensure transaction document compliance

Serve as escalation point for agent-related issues and discrepancies

Collaborate with outsource services and customers

Administer loan system data and maintain accurate records

Execute complex wire instructions and payment waterfalls

Prepare investor reporting and compliance documentation

Create and maintain operational procedures

Draft confidentiality agreements as needed

Partner with Warehouse Origination, Portfolio Management, Ops/Treasury, Finance, Risk, Legal, Compliance, and Business Operational teams

Oversee and reconcile third-party invoicing

Qualification

Loan closing processesStructured finance operationsClearParLoan management systemsMicrosoft ExcelMicrosoft AccessVirtual data room administrationMulti-tasking abilitiesSeries 99 licenseCommunication skillsTeam-orientedDetail-orientedSelf-starter