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Loan Agency Deal Team Operations Analyst I

Work from home Full-time role Hiring

SRS Acquiom is a leader in financial services technology, focusing on M&A and loan agency transactions. The Loan Agency Operations Analyst is responsible for administering loan transactions, managing client communications, and providing exceptional customer service in a fast-paced environment.

Responsibilities

  • Set up new deals on the Loan System and create and maintain transaction documents that assist with the ongoing administration of the loan transactions
  • Generate and send notices to the borrower and lenders regarding upcoming payments, fundings, rate sets, and conversions, etc
  • Maintain the loans in the loan system and make necessary updates as needed
  • Terminate deals on the loan system when the loan matures
  • Respond to inquiries from internal and external parties regarding the loan
  • Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience
  • Research and resolve issues related to administration and client service in connection with assigned tasks

Skills

  • Bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) required
  • 1+ years of work experience in finance, loan agency, or bank operations
  • Strong understanding of syndicated and bilateral loans
  • Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts
  • Must be able to work on-site in Denver or Minneapolis in a hybrid schedule
  • Ability to work in a fast-paced environment and juggle multiple priorities
  • Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process

Benefits

  • Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
  • A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it
  • Employer‑paid life insurance, with the option to add extra coverage for peace of mind
  • Employee Assistance Programs for confidential support when life gets complicated
  • Discounted pet insurance (because furry family members count, too)
  • A fitness credit to back your health and wellness goals
  • Pre‑tax plans for dependent care, transportation, and flexible spending

Company Overview

  • SRS Acquiom manages complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is http://www.srsacquiom.com.
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