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

12 Month Internship - Financing and Client Services

As part of its software suite provided to its clients, Cegid and its partners us...

Location

United Kingdom , London

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor Degree / BSc Degree or equivalent
Graduated within the past 18 months with a minimum of a 2:1 or equivalent
Proven experience in loan administration and providing middle/back office support to front office teams is desirable
Competencies in communication, time management, negotiation, and organization
Excellent attention to detail and accuracy
Strong understanding of loan agreements and associated documentation from an operational perspective
Advanced Excel skills (pivot tables, VLOOKUP, SUMIF) are essential
VBA is not required

Job Responsibility

Review and comment on draft documentation for new transactions to ensure operational compatibility with department requirements, highlighting areas for further discussion with the Front Office
Liaise with Client Liaison (Back Office) on account openings and ensure all necessary credit approvals and checks are completed before establishing new credit lines or accounts
Manage the confirmation process of Conditions Precedents being met, under the supervision of a senior analyst, and ensure compliance with facility documentation
Maintain strong relationships with borrowers and banking pools, managing communications and coordinating payments
Handle fee treatments with Finance, prepare Transmission Sheets for risk and back office teams, and ensure all documentation is properly filed and secured
Book and maintain trades in FCS Systems as required and keep diary systems up to date for all portfolio actions
Prepare audit responses and support various transversal projects and analyses under the guidance of the Head of FCS/ATM ERA

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

Portfolio Manager II

The Portfolio Manager is a key member of the commercial banking coverage team, r...

Location

United States , Charlotte

Salary:

50.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

6–10 years of experience in commercial banking, corporate banking, or portfolio management
Prior experience as a Portfolio Manager, Credit Officer, Senior Credit Analyst, or Associate Relationship Manager
Direct responsibility for managing a commercial loan portfolio (not solely underwriting support)
Experience at a regional or super‑regional bank (e.g., Fifth Third, PNC, Truist, Regions, Huntington, KeyBank, U.S. Bank, etc.)
Bachelor’s degree in Finance, Business Administration, or a related field

Job Responsibility

Manage an assigned portfolio of commercial loans and ancillary credit exposure
Perform ongoing financial statement analysis, borrower monitoring, and risk assessments
Conduct annual and interim reviews, renewals, amendments, and waivers
Perform risk rating assessments, covenant compliance monitoring, borrowing base analysis, and policy interpretation
Identify early warning signals and proactively communicate credit concerns to business and risk partners
Lead or significantly contribute to credit underwriting packages for: New credit facilities, Refinancings and renewals, Amendments, extensions, and credit increases
Structure credit solutions, including covenant packages, collateral evaluation, guarantees, and mitigants
Partner closely with Relationship Managers, Credit Risk, and Legal through approval and documentation

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

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 Manager, Lending Operations – Asset Based/Syndicated Loans

Wells Fargo is seeking a Lending Operations Senior Manager to join Commercial Ba...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

June 07, 2026

Requirements

7+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of management or leadership experience
Extensive experience leading Asset‑Based Lending (ABL) servicing operations, with responsibility for accuracy, controls, and delivery across complex, high‑volume loan portfolios
Demonstrated capability to lead and scale teams through operational complexity, setting priorities, driving execution, and ensuring consistent performance under tight deadlines
Deep understanding of ABL loan documentation and credit agreements, with experience guiding teams in the interpretation and application of contractual requirements
Strong background in ABL accounting and financial operations, including reconciliation, settlements, accruals, and fee administration, with a leader's focus on risk management and accuracy
Experience establishing and overseeing EOD/EOM operational controls, including financial variance analysis, escalation, and senior‑level communication
Proven ability to set and enforce service standards, driving SLA performance, issue resolution, and reduction of operational errors and losses
Track record of leading process improvement and operational change initiatives, including collaboration on system enhancements and UAT within lending platforms
Bachelors degree

Job Responsibility

Manage a multi-location staff of 6 to10 Commercial Loan Servicing Specialists
Manage and develop large Loan Production, Loan Servicing, and Commercial or Real Estate Construction Loan teams responsible for loan processing, documentation, pre-closing or closing tasks, loan monitoring, loan servicing, or underwriting activities
Engage and influence stakeholders, internal partners, and peers associated with the Lending Operations functional area
Identify and recommend opportunities for process improvement and risk control development within Lending Operations functional area
Participate in the formulation and implementation of new and revised systems, policies, and guidelines
Oversee implementation of practices to ensure compliance with Wells Fargo legal, investor, regulatory, or business policies
Determine appropriate strategies and actions of Lending Operations team to meet moderate to high-risk deliverables
Interpret and develop policies and procedures for meeting compliance, risk management, and quality standards
Collaborate with and influence all levels of professionals, including experienced managers
Interact with external customers throughout the conducting of loan processing and liquidations evaluation

What we offer

competitive salary
robust benefits package
programs to support work-life balance and well-being
rewarded for investing in your community
celebrated for being your authentic self
empowered to grow

Fulltime

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Loan Administration Senior Associate

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