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SRS Acquiom · 12 hours ago

Loan Agency Assignments & Intake Operations Analyst I

Minneapolis, MN

Full-time

Hybrid

Entry Level

$26.62/hr - $31.97/hr

1+ years exp

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.

Developer PlatformFinancial ServicesFinTechInformation Services

No H1B

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

Qualification

Finance degreeLoan agency experienceMicrosoft ExcelSyndicated loans knowledgeClearpar experienceProblem-solving skillsInterpersonal skillsAttention to detailSelf-motivatedCollaborative

Required

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