Top Tier mid-sized Financial Organization seeks Loan Operations Associate.
This is a direct hire full-time role with a premier mid-sized Financial Organization that offers competitive compensation and a great benefits package.
This is a hybrid onsite 2 days per week in midtown Manhattan.
In summary, you will :
149; Process loans and deposit transactions, by communicating with customers and Operations / Treasury Group. Distribute detailed information of each transaction through internal systems or instruction memos.
149; Assist account officers with Know your Customers (KYC) regulatory obligations.
149; Close and maintain bilateral / syndicated loan facilities by collecting required documents from customers / agents.
Deliver such documents to Operations Group with instructions, and conduct required checks / registrations in the systems.
149; Create quarterly invoices, monthly statements and distribute to customers in a timely manner.
149; Handle covenants of each credit facility by registering due dates in the system and collect required documents from customers / agents.
149; Generate and circulate internal periodical reports to senior executives.
149; Perform general administrative functions and monitor current publication subscription, current subscriptions and web-based services if needed.
149; Update / maintain customer files and required documents. Ensure retention and record keeping of all FFG files and documents are in accordance with the retention requirements.
Requirements include :
149; 2+ years of hands-on loan operations experience
149; Must be versatile, able to work effectively independently or as part of a team on multiple projects simultaneously.
149; Proficient in Microsoft Excel, Microsoft Word, and other Office products (advanced).
149; Strong communication skills both verbal and writing, with attention to detail.
149; Ability to work independently with minimal guidance and supervision.
149; Flexible to work beyond regular office hours as necessary
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