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Loan Operations Analyst

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Robert Half

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Location:
United States , Chicago

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Category:
Banking

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Contract Type:
Not provided

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Salary:

90000.00 - 100000.00 USD / Year
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Job Description:

Loan Operations Analyst position with Robert Half focusing on reconciliation and control functions within the Operations group, working with various financial systems and stakeholders to ensure accurate accounting and operational efficiency.

Job Responsibility:

  • Maintain the Reconciliation and Control functions within the Operations group
  • Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled
  • Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger
  • Enter trades into Wall Street Office (WSO) and trade capture systems
  • Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services
  • Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy
  • Review transaction documentation to ensure completeness and accuracy within the loan systems
  • Ensure all loans are rolled and correct rates are set for the next accrual period
  • Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams
  • Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed
  • Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems
  • Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation

Requirements:

  • BS/BA in Finance, Accounting, Business Administration or a related field
  • 1-3 years of experience, preferably in a banking/financial services environment
  • Bank Debt product knowledge preferred
  • Advent Geneva G/L experience preferred
  • Wall Street Office experience a plus
  • Proficiency with Microsoft Office Suite (particularly Excel)
  • Must be self-motivated, self-directed and proactive
  • Strict attention to detail, excellent communication skills, and strong organizational skills
  • Must work well under pressure and be comfortable in a fast-paced, dynamic work environment
  • Must demonstrate professionalism, integrity and a strong work ethic
  • Ability to prioritize workload and meet target deadlines

Nice to have:

  • Bank Debt product knowledge
  • Advent Geneva G/L experience
  • Wall Street Office experience
What we offer:
  • medical insurance
  • vision insurance
  • dental insurance
  • life insurance
  • disability insurance
  • 401(k) plan
  • free online training

Additional Information:

Job Posted:
October 01, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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