Loan Operations Representative

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Summary

Provide daily operational support to company clients engaged in primary and secondary bank loans, total return swaps and CLO’s Process loan activity in CAMRA and Advisorware and full loan maintenance, including resets, paydowns, borrows and rollovers Significant Interaction with company clients, agent banks and other company departments (i.e.: fund accounting, OTC operations and OTC Pricing)… >>>


Company Information:

This company is a leading fund administrator providing the world’s most comprehensive array of financial technology products and services under a public, independent, single platform. This company’s expertise in business process outsourcing supports complete lifecycle capabilities, available on a stand-alone basis to hedge funds, fund of funds, private equity funds, family wealth offices, and managed accounts.


Job Description:
  • Provide daily operational support to company clients engaged in primary and secondary bank loans, total return swaps and CLO’s
  • Process loan activity in CAMRA and Advisorware and full loan maintenance, including resets, paydowns, borrows and rollovers
  • Significant Interaction with company clients, agent banks and other company departments (i.e.: fund accounting, OTC operations and OTC Pricing) relative to loan processing
  • Serve as informational resource for loan products to company clients and internal company departments

Requirements / Qualifications:
  • Bachelor’s degree in finance or related discipline
  • 2+ years financial services/securities industry experience in loan operations preferred.
  • Understanding of syndicated loans; including closing and maintenance of loans as well as the interrelationship with agent banks
  • CAMRA & Advisorware experience a plus but not required
  • Knowledge of WSO, LoanSERV and Clearpar a plus
  • Strong written and verbal communication skills
  • Proven ability to work under pressure and make deadlines
  • Solid client relationship management skills

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