Associate, Operations
Core
Quality check loan operations activities and transactions to ensure accuracy and client satisfaction in a fast-paced environment.
Role type
Associate, Operations (Finance/Loan Operations)
Builds
Daily BAU operations, trade settlements, and client transaction reconciliations for leveraged loans, private equity, and high-yield solutions.
Domain
Financial Services / Leveraged Loans & Private Equity
Required skills
Loan operations knowledge, transaction processing, quality control, process implementation, independent decision making, training new hires
Preferred skills
Business/Finance/Accounting background, strong computer skills, adaptability to changing business needs
Technologies
WSO Admin, Microsoft Office suite
Responsibilities
Process trade settlement (new borrowings, increases, rollovers, pay downs, commitment reductions); Review source documentation and faxes to process and QC daily activity, new deal closings, restructures, and amendments for various asset types; Communicate with global business partners to understand and implement process changes; Provide training to new hires; Build collaborative environment with other departments to identify business needs and improvement opportunities
Seniority
Entry Professional