Loan Settlements Analyst
Loan Settlements Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
- Loan Documentation:
- Review loan closing documents (confirms/ transfer certs and funding memos) for accuracy and compliance with company policies and regulatory requirements.
- Ensure all necessary documentation is reviewed for errors missing or incorrect information and fixed before the execution date.
- Organize and maintain loan files ensuring all documentation is filed correctly and promptly.
- Communication and Coordination:
- Communicate with Clients Counterparties and Agents to gather necessary information and resolve any discrepancies that arise during the closing process
- Provide status updates to relevant parties throughout the closing process and maintain and prepare a status report.
- Compliance and Quality Control:
- Verify that all loan conditions and stipulations are satisfied prior to closing.
- Ensure client elections on AA and Loan Transfer Certificates are populated in line with requirements
- Conduct quality control reviews of closing documents to identify and correct errors in time before execution.
- Customer Service:
- Provide excellent customer service to clients by addressing their questions and concerns promptly and professionally.
- Assist clients with understanding the loan closing process and requirements.
- Facilitate smooth and efficient loan closings ensuring a positive experience for clients.
- Administrative Support:
- Assist with administrative tasks such as data entry filing and document management.
- Support Senior Settlement Analysts and the Client Managers with special projects and tasks as needed.
- Maintain uptodate knowledge of loan products services and industry trends
Qualifications :
- Bachelors degree in finance economics business or a relevant field of study
- 2 years experience in general investment operations ideally in a middle office or other transactionfacing role
- Knowledge of financial data providers such as Bloomberg and ClearPar desirable but not essential
- General understanding of trade lifecycle and LMA settlements
- Knowledge of credit investments particularly bank loans
- Strong organizational analytical and problemsolving skills
- High level of attention to detail
- Excellent verbal and written communication skills
- Ability to multitask and oversee a high volume of work
- Strong work ethic with the ability to quickly grasp key concepts
Additional Information :
At IQEQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
