Loan Processing Analyst Job at Robert Half (Greenwich)

Loan Documentation and Processing Intermediate Analyst

This role is part of Citi’s Lending Operations Team and involves managing loan d...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Reasonable knowledge of the Business Processes, Systems and Tools used in the Loan Servicing 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

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
Provide day-to-day loan transactional processing, including booking cash transactions and making payments, performing loan reconciliations, input of general ledger entries and complex calculations
Interaction with other counterparties around positions and outstanding balances/claims
Support expansive and diverse array of products/services
Follow established procedures to identify and resolve problems related to loan documentation/processing activities
Make recommendations to management to support process improvement
Resolve problems by identifying and selecting solutions through technical experience
Design and analyse moderately complex loan documentation reports
Make evaluative judgments based on analysis of information

What we offer

Generous holiday allowance starting at 27 days plus bank holidays, increasing with tenure
Discretional annual performance related bonus
Private medical insurance packages
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to learning and development resources
Business casual workplace with hybrid working model

Fulltime

Loan Settlements Analyst

The Loan Settlements Analyst role involves managing and reviewing loan documenta...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Loans experience desirable
Relevant experience
Can work well under pressure and multi-task with a sense of urgency
Proactive to escalate issues and drive change on process
Deliver results and able to meet tight deadlines

Job Responsibility

Manage and review loan documentation
Provide support to tasks related to the loan process
Independently process and close loans within a complex loans operation environment
Apply professional judgment and data analysis tools
Prepare reports and present findings to management
Design and analyze complex reports
Support the implementation of projects by applying project management skills
Interpret data and make recommendations for the launch of new products/services
Identify policy gaps and suggest policy improvements
Minimize risk by adhering to procedural requirements

What we offer

Generous holiday allowance starting at 27 days plus bank holidays increasing with tenure
Discretional annual performance-related bonus
Private medical insurance packages
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to a learning and development resources
Hybrid working model (up to 2 days working from home per week)

Fulltime

Loan Payment Senior Analyst

The Loan Payment Senior Analyst – Assistant Vice President is responsible for ov...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years of experience in loan payment operations, banking, or financial services, with a strong focus on loan payment processing
In-depth knowledge of SWIFT messaging (MT103, MT202, etc.), ISO 20022, international banking systems and their operational flows
Reasonable knowledge of corporate and agency loan processes, procedures, products and services
Experience with Citi payment applications, understanding of US sanctions and managing reconciliation break
Proven track record of driving process improvements and operational efficiency
Strong leadership and skills with the ability to motivate and develop staff
Excellent analytical and problem-solving abilities
Solid understanding of payment regulations, compliance requirements, and risk management principles
Effective communication (verbal and written) and interpersonal skills
Ability to work independently with minimal supervision, exercising sound judgement, initiative and a high level of ownership in managing tasks and responsibilities

Job Responsibility

Lead, mentor, and coach a team of loan payment specialists, fostering a collaborative and high-performing environment
Conduct regular performance reviews including objective-setting, driving staff training and development needs
Review workload distribution for the team, ensuring optimal resource allocation and coverage
Promote a culture of continuous improvement, accountability, and customer focus within the team
Oversee the day-to-day operations of both corporate and agency payment processing, ensuring adherence to established operation manuals, service level agreements (SLAs), and regulatory requirements
Monitor loan payment queues, investigate and track payment status, resolve any payment exceptions, and escalate complex issues as necessary
Ensure the accuracy, completeness, and timeliness of all loan related payment transactions
Identify operational bottlenecks and implement process improvements to enhance efficiency and reduce risk
Produce monthly volume and KPI information as required by management and necessary presentation materials for monthly review
Ensure strict compliance with all relevant payment regulations including US and local sanctions

What we offer

Global benefits offered to workforce
Focus on well-being, growth, and work-life balance

Fulltime

Loan Operations Analyst

Loan Operations Analyst position with Robert Half focusing on reconciliation and...

Location

United States , Chicago

Salary:

90000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

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

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

What we offer

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

Fulltime

Loan Documentation and Processing Analyst

Are you looking for a career move that will put you at the heart of a global fin...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Reasonable knowledge of the Business Processes, Systems and Tools used in the Loan Servicing 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

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
Provide day-to-day loan transactional processing which may include booking cash transactions and making payments, performing loan reconciliations, input of general ledger entries and (complex) calculations
Possible interaction with other counterparties around positions and outstanding balances/claims
Support an expansive and/or diverse array of products (risk and control) /services
Follow established procedures to identify and resolve problems related to loan documentation/processing activities that require investigation or research
Make recommendations to management to support process improvement
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents
Design and analyse moderately complex loan documentation reports to satisfy management requirements, support/control activities, and the launch of products/services
Make evaluative judgments based on the analysis of factual information and provides assistance in the implementation of loan documentation process improvements

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Treasury Analyst

We are in search of a Treasury Analyst to join our team situated in Charlotte, N...

Location

United States , Charlotte

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Accounting Software Systems
Familiarity with Banking software
Ability to handle Data Processing tasks accurately and efficiently
Proficiency in LaserPro software
Experience with Lawon ERP software
Ability to handle Answering Inbound Calls professionally
Experience in Check Processing operations
Understanding of Collection Processes
Knowledge of Consumer Loans
Familiarity with Credit processes and principles

Job Responsibility

Assist in the migration of Treasury Management customers from the Q2 platform to the FiServ platform
Handle ticket-based requests, predominantly through email correspondence
Support other conversion activities, which may include data input and reconciliation
Monitor customer accounts and take necessary actions based on the account status
Process customer credit applications with accuracy and efficiency
Maintain precise credit records of customers
Utilize accounting software systems and banking software for various tasks
Respond to inbound calls if required
Engage in check processing and collection processes
Handle consumer loans and credit-related tasks

What we offer

medical
vision
dental
life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

SBA Business Development Officer

Our client is a Regional Bank Holding Company that is seeking an SBA New Busines...

Location

United States , Denver

Salary:

Not provided

Adams, Inc.

Expiration Date

Until further notice

Requirements

Experience in SBA new business development
Ability to bring in business
Seasoned SBA New Business Development Officer or trainable candidate with proven ability to bring in business
Knowledge of SBA loans, particularly 7a loans
Experience with B paper loans
Ability to gather initial customer information for loan process

Job Responsibility

100% new business development of SBA loans
Gather initial customer information to start loan process
Work with Credit Analysts and SBA Closer to complete loan process
Focus on 7a loans
Handle B paper loans
Potentially buy brokered loans

What we offer

Flexibility to come and go from office (except Friday mornings)

Fulltime

Liq Functional Analyst

Join us as a LIQ Functional Analyst. At Barclays, we don’t just adapt to the fut...

Location

India , Chennai; Pune

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Loan IQ expertise — hands‑on experience across core modules (agency, bilateral, secondary trading), with the ability to translate business needs into functional designs leveraging Loan IQ functionality
Wholesale Lending domain knowledge — proven knowledge of syndicated lending and loan trading, with an understanding of the interactions and interdependencies across Operations, Risk, Finance and Treasury
Leadership of analysis activity for complex change delivery — demonstrable experience of setting direction, driving requirements (epics/features/stories) using a variety of analysis techniques and artefacts, evaluating solution options, defining end‑to‑end solutions and leading governance/traceability through to delivery, collaborating across the business and functions to deliver end to end solutions

Job Responsibility

Identification and analysis of business problems and client requirements that require change within the organisation
Development of business requirements that will address business problems and opportunities
Collaboration with stakeholders to ensure that proposed solutions meet their needs and expectations
Support the creation of business cases that justify investment in proposed solutions
Conduct feasibility studies to determine the viability of proposed solutions
Support the creation of reports on project progress to ensure proposed solutions are delivered on time and within budget
Creation of operational design and process design to ensure that proposed solutions are delivered within the agreed scope
Support to change management activities, including development of a traceability matrix to ensure proposed solutions are successfully implemented and embedded in the organisation

Fulltime

Loan Processing Analyst

Robert Half

Location:
United States , Greenwich

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 13, 2026

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