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Job Description
Structured overview of role & requirementsAbout This Role
Process trades, bank loan notices, cash receipts/disbursements, and perform daily reconciliations and portfolio roll-forward reporting.
Respond to customer inquiries, research and resolve exceptions, and escalate unresolved issues to management.
Support implementation of new policies/procedures, participate in projects, assist workflow and technology improvements, and help train new hires.
Minimum Requirements
Experience required in Loan Syndication (LSTA & LMA), Secondary Loan trading, Participation trades, Accounting, and Custody reconciliation.
Bachelor's or Master's degree in Accounting or MBA Finance.
Ability to work NA shifts and adhere to strict timelines.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Proven capability to manage bank loan operations including trade processing and cash reconciliation under tight deadlines.
Experienced in client-facing roles requiring clear communication and timely issue resolution.
Practitioner familiar with operational controls, corporate policy compliance, and process enhancements in a financial services environment.