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Loan Operations - New York
New York, New York, United States · Remote · fulltime_permanent · Post Trade Services
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About the role
Location: New York
Role Type: Full-Time
We have an exciting opportunity to work with one of our prestigious clients at a Tier 1 Investment Bank. You will be working as part of a fast-paced Loan Operations team, communicating with multiple teams internally and externally. We are looking for someone with commercial loans experience (bilateral and syndicated loans) and loan lifecycle knowledge.
Key responsibilities:
- Oversee operational processes across the full syndicated loan lifecycle, including origination, funding, servicing, and settlement.
- Review and interpret credit agreements to ensure accurate execution of loan operations in accordance with terms and conditions.
- Coordinate with syndicate members, borrowers, and internal stakeholders to manage loan events, including amendments, refinancings, paydowns, restructures, and transfers.
- Perform quality control and reconciliation of loan transactions to identify and resolve discrepancies in data, documentation, or payments.
- Track and monitor financial covenants, ensuring compliance and timely reporting, and escalate breaches or concerns as needed.
- Prepare and review reports on loan activity, portfolio status, and key operational metrics for internal and external stakeholders.
- Manage collateral requirements, including tracking, verification, and maintaining appropriate documentation to ensure compliance with loan terms and conditions.