Loan Services Analyst Job at Talan (New York)

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

Wealth Credit Services Analyst

The Wealth Credit Services (WCS) team is an integral part of Wealth Credit Manag...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum of 2 years of relevant experience in a large financial institution, preferably within credit, lending, or risk management functions
Bachelor's degree in Finance, Business Administration, Economics, or a related field
Intermediate Excel skills (lookups, pivots) and working knowledge of PowerPoint
Fluent in written and verbal English
Basic knowledge in one of the following fields: credit lending, legal/credit documentation, operations, data quality within a financial institution
Ability to manage and monitor credit and transactional data, ensuring accuracy and compliance
Clear written and verbal communication
High attention to detail and accuracy in all tasks, especially in documentation and data handling
Problem-solving and analytical capabilities
Handle routine internal partner requests and escalate non-routine queries

Job Responsibility

Manage pre-closing documentation and activities for efficient and compliant transaction execution
Maintain accurate credit system updates for new lines, renewals, and amendments
perform data validation and reconciliations
Conduct reviews of loan and credit documentation to ensure strict compliance with credit approvals, regulatory requirements, and accuracy of critical data for reporting purposes
Track, monitor, and test financial and non-financial covenants to ensure ongoing adherence and mitigate risk
Ensure all collateral-driven requirements are met and executed
Monitor credit insurances, ensuring adequate coverage and continuous compliance
Follow control procedures
flag potential issues early and support remediation activities
Identify inefficiencies in daily work and propose ideas for improvements

What we offer

Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave
statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform

Fulltime

Business Analyst - Corporate Loan Servicing

We are seeking a knowledgeable and experienced Business Analyst in the Corporate...

Location

Ireland , Dublin

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

8-10 years of overall experience with a minimum of 3+ years as SME/BA in LMS implementations with exposure in Corporate Lending
Well versed with Agile methodologies and Ceremonies
Good experience in managing Business stakeholder and their requirements
Support Design/Delivery teams from requirement finalisation till delivery of the solution

Job Responsibility

Be the primary point of contact to various stakeholders, including but not limited to Business stakeholders, Delivery squads, Design & Development teams
Collaborate with business Stakeholders to understand their business requirements and objectives
Ensure that the requirements are clearly defined, well understood, and properly documented in the form of epics/User stories and signed off by all relevant stakeholders
Provide business/functional expertise in reference the client requirements, with primary focus in lending space
Support Design/Development teams in Configuring and customizing requirements to meet client needs and enhance user experience
Prepare Training materials/Operating manuals for business users on the overall business flow in the new system/architecture where the functionalities are developed/delivered
Support SMEs of other delivery Squads by providing timely inputs on deliverables/functionalities whenever these is foreseen to have impact on other system functionalities/deliverables

Fulltime

Senior Loan Operations Analyst - IFSC-GIFT Operations

We're currently looking for a high caliber professional to join our team as Offi...

Location

India , Gandhinagar

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Master’s Degree, especially an MBA or a Master's in a specialized field relevant to finance, Banking, Accountancy or Risk Management
Chartered Accountant degree is preferred
4-6 years relevant experience
Experience in IFSC Gift City banking / offshore banking in preferrable
Elementary level knowledge of Business Processes, Systems and Tools used in the Loan Process
Demonstrate understanding of Loan Processes, Procedures, Products and Services
Basic awareness of managing, preparing, and reviewing loan documentation
Able 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

Prepare and review loan documentation
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 calculations
Support an expansive and/or 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
Design and analyze moderately complex loan documentation reports
Make evaluative judgments based on analysis of factual information and assist in implementation of loan documentation process improvements
Minimize risk through increased knowledge of procedural requirements
Timely management and escalation of all inquiries and issues related to loan processing

What we offer

Access to telehealth options
Health advocates
Confidential counseling
Access to learning and development resources
Programs that help employees balance their work and life

Fulltime

Loan Operations Analyst

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
vision
dental
life
disability insurance

Fulltime

Loan Closing Analyst

Embark on a transformative journey as a Loan Closing Analyst. At Barclays, our v...

Location

United States , Wilmington

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Relevant background in finance, economics, or a related discipline
Proficiency in using Microsoft Office applications, including Excel and Outlook
Experience supporting or processing LSTA Par or Distressed loan trades

Job Responsibility

Managing a portfolio of Par LSTA loan trades from trade date through settlement
Ensuring accurate execution and effective client service throughout the lifecycle
Supporting Wholesale Lending through daily processing activities, including trade review, reporting, reconciliation, and issue resolution
Ad hoc reporting as required to maintain data accuracy and operational efficiency

Fulltime

Loan Operations Analyst

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
vision
dental
life
disability insurance
401(k) plan

Fulltime

Loan Operations Analyst

A career in banking operations puts you at the very centre of our business strat...

Location

United States , Whippany

Salary:

64000.00 - 87000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

Comprehensive understanding of syndicated loan servicing processes, including funding, settlements, and reconciliations
Proficiency in loan servicing systems such as ACBS and Loan IQ
High attention to detail with knowledge of internal controls, SOX compliance, and risk mitigation procedures

Job Responsibility

Responsible for the accurate and timely servicing of syndicated and bilateral loans within Wholesale Lending Operations
Managing funding and settlement queues, validating credit agreements, and ensuring system integrity across platforms such as ACBS and Loan IQ
Maintain compliance with internal controls, regulatory requirements, and service-level agreements
Act as a liaison between internal teams and external agents to support the complete loan lifecycle
Support with day-to-day Wholesale Lending initiatives including processing, reviewing, reporting, trading and issue resolution
Monitoring the bank’s lending operations to ensure efficiency, effectiveness, and regulatory compliance
Collaboration with teams across the bank to align and integrate Wholesale Lending processes
Identification of areas for improvement and providing recommendations for change
Development and implementation of Wholesale Lending procedures and controls
Development of reports and presentations on Wholesale Lending performance

What we offer

Medical, dental and vision coverage
401(k)
Life insurance
Other paid leave for qualifying circumstances
Incentive award eligibility
Health and fitness centre
Gym facilities
Fitness classes
Onsite parking
Shuttle bus service

Fulltime

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Loan Services Analyst

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