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The Trade Support Analyst is a developing professional role responsible for supporting multiple aspects of the loan trading lifecycle. This role requires the ability to analyze and communicate complex information clearly and effectively to clients, the trading desk, and senior management. The ideal candidate will be detail-oriented, accountable, ethical, results-driven, trustworthy, and credible. As the team transitions to LIQ, our new product processing platform, the analyst will also contribute to troubleshooting system issues and supporting the implementation of updated workflows.
Job Responsibility:
Supporting multiple aspects of the loan trading lifecycle
Coordinating across various internal teams to ensure prompt and accurate application of commitment reductions and other lifecycle events
Processing corporate actions in a timely and accurate manner
Facilitating client onboarding
Managing trade allocations
Maintaining high standards of quality control and reporting
Analyzing and communicating complex information clearly and effectively to clients, trading desk, and senior management
Troubleshooting system issues in LIQ, AMC, LoansQT
Supporting implementation of updated workflows
Backing up several trade support functions such as onboarding, allocations, and corporate actions
Interpreting data and preparing reports for management
Making resolution recommendations based on identified trends and facts
Participating in and supporting implementation of projects and process improvement initiatives
Minimizing risk to the bank through solid understanding of procedural requirements
Timely escalation and resolution of all inquiries and issues related to loan trades
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
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
Quantitative skills with a high proficiency with Excel and other Microsoft based programs
Experience with LoanIQ is highly desired
Intellectual curiosity and willingness to constantly learn and take on new projects
Excellent communication, organizational and interpersonal skills
Bachelor's/University degree or equivalent experience
Nice to have:
Experience with LoanIQ
What we offer:
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards
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