Loan Administration Senior Associate Job at Orbis Consultants (London)

Associate Loan Administrator

The Associate Loan Administrator supports, facilitates the loan servicing and ad...

Location

Canada , Vancouver

Salary:

77000.00 CAD / Year

Trez Capital Limited Partnership

Expiration Date

Until further notice

Requirements

College Diploma or Bachelor’s degree in Business from an accredited post-secondary institution
Minimum of 2 years’ experience in loan processing, accounting administration, or a similar role within the financial services industry
Complies with all Policies and Procedures, work results, and standard operating procedures
Safeguards the interests of the business, our people and our clients
Excellent organizational skills, with an ability to balance multiple priorities and a high-volume workload, in a fast-paced environment
Ability to work both quickly and accurately and with attention to detail
Excellent written and verbal communication skills
Excellent interpersonal skills and customer focused
Ability to work independently and in a team environment
Superior analytical and problem-solving skills

Job Responsibility

Supports, facilitates the loan servicing and administration function, ensuring accurate and timely processing of transactions, on-going reporting, and system maintenance
Ensures adherence to existing controls surrounding loan servicing and administration and further develops systems of internal controls, supporting continuous improvement and upgrading of information systems and reporting
In charge of the centralized Accounts Payable of the Loan Administration group
Preparing Protective Advances on Default loans that are mostly for the payment of invoices
Monitoring of US Borrower payments received at Synovus or other banks
Creating wire templates and securing their approval for use
Facilitating prompt and accurate recording of transactions at The Mortgage Office (TMO)
Organizing the files for the loan admin team at Sharepoint
Assisting in obtaining loan and investor documents to facilitate loan and lender set-up at TMO
Posting monthly at TMO of the EFT and ACH to individual loans and monitoring any payment returns

What we offer

Eligible for discretionary bonuses and/or salary increases in accordance with company policy
Eligible for Extended Health Benefits, Dental Benefits, Short Term Disability Insurance, Long Term Disability Insurance, Accidental Death & Dismemberment Insurance
Eligible for optional RRSP contributions with an employer match program

Fulltime

CLO Portfolio Administration, Senior Associate

Discover the future of debt capital markets. We’re experts at adapting and innov...

Location

United States , Chicago; Boston; Carmel

Salary:

75000.00 - 90000.00 USD / Year

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business, or economics preferred
4+ years of professional experience within a business or finance-related capacity
Basic knowledge of loan operations, commercial mortgage lending, or loan securitization with product knowledge and/or customer service experience
Previous experience with CLO compliance and Waterfall modeling
Experience in direct management and training of team members preferred
Ability to independently research and resolve problems
Responsive, friendly, professional, highly organized, and superb communication
Solid Microsoft Excel experience
Exceptional attention to detail and able to thrive within a high-volume data-entry environment with both proficiency and accuracy
Demonstrated willingness to work within a deadline-driven environment

Job Responsibility

Ensure cash reconciliation is sent to the client
Review and approve daily reporting
Ensure input and review occur and trades are input in a timely fashion
Assist with new client onboardings
Coordinate with client on daily deliverables and ensure team is fully aware of all client daily deliverables and expectations
Assume responsibility for training and development of all C&SP staff
Ownership of process improvement and final delivery of solutions
Take on full invoice process from request to client delivery
Ensure timeframes and deliverables agreed with Client and Trustee are met
Demonstrate ability to prioritize, complete, and delegate tasks while providing high attention to detail and excellence customer service

What we offer

Support for professional accreditations
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

Vice President / Assistant Vice President, Export & Agency Finance

This First Line role is suited for a Product Specialist, Coverage Banker, Transa...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years (VP) / 3+ years (AVP) of hands-on experience in ECA Finance, Project Finance, or Structured Finance, with a proven track record in origination, execution, and portfolio management
Strong structuring, credit analysis skills, with experience in credit approvals, loan documentation, and structuring
Client management and origination
Familiarity with Asia Pacific Loan Market Association (APLMA) based documentation and loan agreement negotiation experience
Exceptional negotiation and diplomacy – ability to influence senior stakeholders (internal and external)
Language proficiency and strong communication skills in English
Willingness to travel frequently across Asia Pacific for client meetings and business development
Proactive problem-solving – adept at recognizing risks and driving resolutions under tight deadlines
Hands on approach with willingness to take on multiple tasks as per the requirements of the team
Highly organized – manages complex processes with attention to detail (e.g., multi-lender syndications, regulatory deadlines)

Job Responsibility

Achieve quantitative and qualitative targets for the Asia ECA team, leading origination, structuring, and execution of ECA financings in Power, Infrastructure, Shipping, Aviation, Renewables, Metals and Mining, Oil & Gas, and other industries requiring long-term funding
Own the end-to-end deal lifecycle: from pitchbook preparation and client negotiation to credit approvals, legal documentation, and funding
Optimize deal execution by coordinating multi-jurisdictional processes, lender syndications, and due diligence (financial, environmental & social, and contractual)
Develop cross-border financing pipeline by training clients, exporters, and internal teams on ECA processes and structuring
Monitor and manage the Asia ECA portfolio, ensuring compliance with policies, and risk assessments
Mitigate operational and documentation risks, ensuring adherence to Citi’s policies while driving efficient execution
Produce management reporting, including pipeline updates, budget tracking, and business performance analytics
Collaborate with ECA colleagues in other global geographies, Bankers, Product Partners, and Underwriters to ensure seamless deal flow and execution
Act as the primary liaison for the allocated ECAs in the region, managing the relationship, risks, operational and administrative matters
Deliver training to Risk, Business, and Legal teams on ECA products, processes, and regulatory requirements

Fulltime

Vice President, Loan Documentation & Processing Senior Manager, Markets Operations

The Loan Documentation & Processing Senior Manager accomplishes results through ...

Location

Japan , Tokyo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of Experience
Reasonable knowledge of Business Processes, Systems and Tools used in the Loan Process
Demonstrate understanding of Loan Processes, Procedures, Products and Services
General awareness of managing, preparing, and reviewing loan documentation
Adequate ability to identify, mitigate, manage, resolve, and escalate risks and issues
Awareness of risk types, policies and control measures and processes
Comply with applicable laws, rules, and regulations, and adhering to Policies
Fluent in Japanese (both written and verbal) is essential, including business-level keigo
Business-level English (both written and verbal) is required
Exceptional leadership, people management, and motivational capabilities

Job Responsibility

Manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process
Independently process and close loans within a complex loan operations environment
Lead the team to drive and implement business initiatives, client solutions, and/or projects
Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities
Stays abreast of developments within the loan documentation/processing function and considers the impact to the business
Has responsibility for volume, quality, timeliness and delivery of complex deliverables often related, but not limited to loan documentation processes for the team
Accountable for integrity of process, operations and associated results
Responsible for detailed analysis of loan related issues where the best course of action is not evident from the information available, but actions must be recommended/taken
Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients
This includes but not limited to assessing service quality and identifying areas for process improvement, service or technology enhancements

Fulltime

Senior Associate, Financial Operations & Analysis, Private Debt

This Opportunity Our Financial Operations & Analysis department is looking to h...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Proficient Excel skills, including complex formulas and financial analysis
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Effective and efficient organizational, project-, and time-management skills
Commitment and willingness to manage competing (sometimes tight) deadlines in a fast-paced environment
Team player with strong collaboration skills to support working across multiple functional departments
Motivated by independent and team-oriented successes
Skilled problem-solver with the ability to apply analytical and critical thinking in practical work environments
Strong verbal and written communication skills

Job Responsibility

Apply knowledge of accounting principles and financial analysis in day-to-day responsibilities
Calculate property and debt valuations as well as investment performance metrics
Prepare quarterly status reports for each investment, collaborating with Portfolio & Asset Management throughout the process
Review and approve accounting transactions such as loan originations, repayments, loan defaults, foreclosures, and waterfall calculations
Review and analyze monthly and quarterly variances of investment income, including interest accruals, paydowns, fees, and reserve activity
Review quarterly and annual financial reports, including footnotes, and supporting schedules prepared by our third-party accounting service provider
Review, analyze and forecast investment and fund-level IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management
Understand and prepare inputs for loan metric calculations such as DSCR, DY, and LTV
Participate in ad hoc projects, including consultant/client questionnaires or other projects to assist Portfolio Management in driving fund performance and improving client service
Review and analyze fund cash flow calculations, including contributions and distributions

What we offer

bonus eligible and participate in a generous annual bonus plan
competitive compensation and a leading-edge, human-centric benefits package

Fulltime

Senior Benefits Analyst

This role will play a critical role in stabilizing and modernizing our U.S. bene...

Location

United States , Alpharetta

Salary:

90000.00 - 105000.00 USD / Year

Avanos

Expiration Date

Until further notice

Requirements

Bachelor’s degree
At least four years of human resources experience with employee benefits and wellness programs required, or an equivalent combination of education and experience
Hybrid role in-office 3 days week

Job Responsibility

Maintain and administer US retirement plans including fundings, file uploads, audits, loans, monitoring integrations, contributions, compliance and all other administrative aspects
Monitor global retirement plans
Actively and efficiently manage vendors and SLAs for relocation, retirement, employee recognition and health and welfare administrators as applicable
Prepare and monitor compliance calendar for all benefits and coordinate with appropriate parties to ensure all items are completed timely and correctly
Monitor Benefits Mailbox and resolves inquiries or issues received
Review, assess and provide guidance and direction to resolve within benefit program parameters serving as the escalation point for Tier 2 inquiries
Understand and ensure compliance with ERISA regulations
Lead benefits integrations of M&A into current benefit plans
Manage Leave and ADA requests for the business, providing guidance and partnering with HRBPs and ensuring compliance with state and federal laws
Perform weekly new hire presentation and own references associated including updating and distributing to new hires as they are onboarded

What we offer

Incentive compensation program
Benefits on day 1
Free onsite gym
Onsite cafeteria
Generous 401(k) employer match of 100% of each pretax dollar you contribute on the first 4% and 50% of the next 2% of pay contributed with immediate vesting

Fulltime

Senior Associate, Fund Finance

The Fund Finance group is responsible for the fund performance analysis and all ...

Location

United States , Jersey City

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of experience in public accounting or private equity fund finance/accounting required
Demonstrated background in FP&A, corporate finance and/or real estate private equity-related roles is a plus
Enthusiasm for problem-solving and the ability to think critically and independently
Self-starter, who independently drives projects to completion
Proactively driven and self-motivated
Distinguished intellectual curiosity with strong desire to continuously learn
Proven ability to prioritize and lead multiple assignments in a fast-paced environment
Knowledge of financial KPIs, including an understanding of financial statements and private equity fund structures
Exceptionally high level of Excel skills
High level of data visualization via PowerPoint is required

Job Responsibility

Review and prepare quarterly and annual financial statement packages including investor capital reporting
Conduct variance analysis of financial results against budgets, forecasts, and actuals
Financial analysis and delivery of KPI’s on an ongoing basis to all stakeholders
Coordinate all aspects of Fund administration related to managing Funds with external administrators and advisors
Manage the Fund Sources & Uses, spanning multiple Funds
Monitor the Fund LPA and loan limitations compliance and covenant monitoring and reporting
Partner with various departments to lead monthly & quarterly close and process improvements
Coordinate and oversee tax and regulatory filings
Implement and utilize technology and outsourced solutions to enhance efficiencies and controls
Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan
free online training

Senior Finance Associate

Robert Half Financial Services are hiring for a Senior Finance Associate role fo...

Location

United States , New York

Salary:

110000.00 - 125000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Active CPA license
2+ years Audit or Accounting experience within Big 4 Financial Services Group or a publicly traded Asset Management or Capital Markets firm
Knowledge of SEC Reporting and 10-Q / 10-K filings
Bachelor or Master Degree in Accounting with minimum GPA 3.2+

Job Responsibility

10-Q and 10-K SEC filings
Analytical review of quarterly balance sheets and income statements
Weekly performance reporting including returns, positioning, and attribution analysis
Weekly dividend estimate
Review and reconciliation of outside Administrator’s NAV package
Close interaction with Portfolio Management team to address issues surrounding investment objectives and constraints within each fund’s investment mandate
Understanding of asset classes owned within each fund, which may include bank loans, equities and structured products
Application of provisions described in complex legal documents for Joint Ventures (e.g. PPMs/LPA/IMAs) including: Capital Call Provisions, Capital Allocations, Carried Interest Allocations, Distribution Provisions, Management Fees, Expenses
Work with Investor Relations to prepare investor decks and earnings release
Close interaction with outside accountants to assist in their audit work

What we offer

15% bonus plus profit sharing and good benefits
medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Loan Administration Senior Associate

Orbis Consultants

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 16, 2026

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