Loan Processing Analyst Job at Robert Half (Greenwich)

Loan Documentation & Processing Intermediate Analyst

Whether you’re at the start of your career or looking to discover your next adve...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's/University degree
At least 4-5 year related experience in loan operations
Experience in loan operations, MCA controls & Audits
and Operation Risk Management is preferred
Individual must be accountable, ethical, results oriented, trustworthy, and credible
Ability to manage control practices demonstrating a risk-based approach
Exhibit strong written and verbal communication skills
Possess the ability to work with various levels of management and build and maintain effective working relationships
Strong influence/negotiation skills
Ability to proficiently use MS Office products, particularly Excel and PowerPoint

Job Responsibility

Support a team providing controls & issue governance across Lending Operations Asia
Correspondences and strategizing with partners & stakeholders in Asia
Involves performing controls definition, monitoring, & testing
Support internal & external reviews by reviewing & signing off associated deliverables
Keeping updated on policies and regulations & ensuring regional alignment
Involved in Lending Operations enterprise functions such as Continuity of Business & Records Management
Makes recommendations to management to support process improvement
Responsible to validate procedures, tools and training in the department to meet policy and provide control recommendations and ensure department process are align with global standard policies, procedures and tools
Ensuring that all critical functions are documented in the procedures, and that all controls are appropriately defined and implemented
Support Global Risk and Control team on all control related initiatives and other activities to ensure compliance with Citi policies and regulatory requirements

What we offer

Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
Access to an array of learning and development resources to help broaden and deepen your skills and knowledge
A variety of programs that help employees balance their work and life

Fulltime

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

New

Loan Documentation and Processing Intermediate Associate Analyst

The Loan Doc & Proc Intmd Assoc Ayst is a developing professional role which int...

Location

United States , Irving; New Castle

Salary:

61870.00 - 86330.00 USD / Year

Citi

Expiration Date

June 16, 2026

Requirements

2 - 5 years relevant experience
Basic 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
Able to identify, mitigate, manage, resolve, and escalate risks and issues
Reasonable awareness of risk types, policies and control measures and processes
Comply with applicable laws, rules, and regulations, and adhering to Policies
Bachelor’s/University degree or equivalent experience

Job Responsibility

Manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process
Independently processing and closing loans within a complex loan operations environment
Integrates a solid understanding of industry and business standards and practices of loan documentation processes
Deals with most loan-related problems independently and has some latitude to resolve complex issues
Applies judgment when interpreting data, preparing reports, and presents findings to management
Make resolution recommendations based on identified trends and facts
Designs and analyzes complex reports often related to loan documentation processes
Participates in and supports the implementation of projects and process improvement initiatives
Interprets data and makes recommendations for the launch of new products/services and upgraded platforms
Demonstrates understanding of loan documentation processes to identify policy gaps and formulate policies

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

!

Analyst, Loan Syndications

The Analyst in Loan Syndications will support the broader Loan Syndications team...

Location

United States , New York

Salary:

110000.00 - 130000.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor's degree or military experience
At least 1 year of commercial or investment banking experience

Job Responsibility

Creating and maintaining macro and industry data series (such as databases of comparable loans) and company-specific financial models
Drafting industry, sector, and company reports and presentations for internal use and external client meetings
Direct work with external clients on the preparation of bank books, lender presentations and rating agency materials
Supporting deal execution during the syndications process by managing external client and investor requests, maintaining contact and questions lists, etc.
Posting and distributing financial information/data relevant to existing transactions
Actively participating in due diligence sessions
Special projects to support new business generation

What we offer

Eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits

Fulltime

Analyst, Loan Asset Management

Greystar is looking for dedicated and hard-working individuals who want to help ...

Location

United States , Charleston

Salary:

Not provided

Greystar Real Estate Partners LLC

Expiration Date

Until further notice

Requirements

1-3 years of real estate experience, ideally with direct experience in credit asset management, investment management, loan origination and/or underwriting
Bachelor's degree in a business-related field, preferably in a discipline related to finance or real estate
Superior presentation and communication skills, both verbal and written
Outstanding initiative and ability to demonstrate sound judgement and comportment
Attention to detail with the ability to handle multiple tasks simultaneously
Strong quantitative, analytical and creative thinking skills

Job Responsibility

Support the senior asset manager in monitoring each position's performance relative to underwriting, budget, and covenants within loan documents
Coordination with and/or management of various third parties including servicers, borrowers, lenders, and construction consultants, etc.
Manage monthly draw review process for loans and work closely with portfolio management and accounting teams on funding
Monitor performance of transitional/value-add operating properties including performing lease analysis, TI/LC and Renovation draw reviews, and loan covenant testing
Complete quarterly asset updates for various assets
Update and/or help create credit committee presentation memos for loan modifications
Contribute to the oversight and mentorship of future junior staff members to support an expanding Asset Management platform
Support internal and external meetings with existing and prospective fund investors on credit performance of the portfolio
Following established policies to monitor loan performance, as well as procedures governing post-closing obligations, and ongoing covenant compliance
Produce loan performance reporting, including collaboration with colleagues in capital markets on reporting requirements from warehouse providers for levered loans

What we offer

Competitive Medical, Dental, Vision, and Disability & Life insurance benefits
Low (free basic) employee Medical costs for employee-only coverage
costs discounted after 3 and 5 years of service
Generous Paid Time off
15 days of vacation, 4 personal days, 10 sick days, and 11 paid holidays
Birthday off after 1 year of service
6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter)
401(k) with Company Match up to 6% of pay after 6 months of service
Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy)
Employee Assistance Program

Fulltime

Annual Account Processing Analyst

Embark on a transformative journey with Barclays as an Annual Accounts Analyst, ...

Location

India , Noida

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Prior experience in Annual Accounts processing, financial analysis, or credit operations
Strong understanding of financial statements and IFRS guidelines
Strong communication skills, verbal and written

Job Responsibility

Analysis of financial data, including income, assets, liabilities, credit history, and economic trends, to determine the risk of default
Monitoring of existing loan portfolios to identify potential credit deterioration or early warning signs of default
Recommendation of loan approvals, rejections, or adjustments based on risk evaluation and bank lending policies
Development and implementation of credit risk mitigation strategies, including collateral management, loan restructuring, and workout plans
To meet the needs of stakeholders/ customers through specialist advice and support
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles
Likely to have responsibility for specific processes within a team
They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams
Check work of colleagues within team to meet internal and stakeholder requirements

What we offer

Wellness rooms
Gyms
Mental health support
Modern workspaces
Collaborative areas
State-of-the-art meeting rooms
On-site cafeterias
Fitness centers
Tech-equipped workstations

Fulltime

Affordable Housing Loan Analyst

The professionals at Citi Community Capital ("CCC") underwrite and close constru...

Location

United States , Houston; Los Angeles; New York; San Francisco

Salary:

110000.00 - 125000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

Undergraduate degree with emphasis in real estate, business or economics
Experience preferred in real estate lending or multifamily lending (1+ year)
Strong interpersonal, verbal and written communication skills
Demonstrated quantitative analysis and spreadsheet skills
Highly organized individual able to manage multiple assignments at once
Pass all relevant FINRA exams and licensing requirements

Job Responsibility

Provide analytical, transactional and client support to the affordable multifamily rental housing debt origination team
Assist bankers in reviewing and considering newly sourced transactions, including spreading project historical or pro forma operating information using Excel models, analyzing project feasibility, and conducting analyses of borrower’s financial condition
Work with bankers to complete term sheets and applications for client review and execution
Assist bankers in boarding new transactions and ensuring that all appropriate internal actions are taken
Participate in the transaction approval process, including assembling packages for Citi’s risk management review, reviewing credit memos, and assembling the necessary credit approval documentation
Work with bankers and clients in the transaction execution process, participating in transaction calls, developing distribution lists and schedules, coordinating, and participating in the project underwriting process with other members of the team
Complete necessary internal transaction execution documentation
Develop presentation materials as directed to highlight CCC’s business activities and help market its products, as well as in response to requests for proposals
Assist bankers with ongoing relationship duties including issues that arise during construction, permanent loan conversions, loan modifications and extensions

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Loan Services Analyst

Location

United States , New York

Salary:

90000.00 - 120000.00 USD / Year

Talan

Expiration Date

Until further notice

Requirements

Solid understanding of loan operations workflows, regulations, and best practices
Hands-on experience with: Excel, Word, Loan IQ
Payplus required
Calypso and Corona are a plus
Strong analytical and problem-solving skills, with attention to detail
Ability to work under pressure, manage multiple priorities, and meet tight deadlines
Effective written and verbal communication skills
Highly organized, self-driven, and able to work independently

Job Responsibility

Process loan and payment transactions across agented, participated, and bilateral facilities
Manage the full lifecycle of deals, including: Loan input and booking, Payment processing to lenders, Fee payments and invoice preparation, Generation of lender notices
Monitor incoming funds in syndication accounts from lenders and borrowers
Own daily Corona reconciliations and past-due reporting, including: Investigating and resolving all open items on assigned accounts, Following up until full resolution
Process assignments and amendments received from counterparties in a timely manner
Review and authorize transactions handled by the team
Set up, process, and reconcile insurance-related payments in line with internal procedures
Perform daily reconciliation of open items and ensure data integrity across systems
Collaborate closely with Middle Office, Loan Trading, and Loan Booking teams on daily operations

What we offer

Competitive salary between USD $90,000 - US$120,000
401(k) retirement plan with company matching
15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)
8 paid holidays + 5 sick days + 2 personal days per year
Company health, dental, and vision insurance plans + FSA
Voluntary STD and LTD
Commuter/transit benefits

Fulltime

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Loan Processing Analyst

Job Description

Job Responsibility

Requirements

What we offer

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