Transaction Operations Analyst
Core
Support the commercial lending process by coordinating loan fundings, reviewing loan documentation, and ensuring regulatory and operational compliance.
Role type
Transaction Operations Analyst
Builds
Commercial loan transactions and files
Domain
Banking / Commercial Lending
Deliverable
client delivery
Required skills
Commercial loan documentation review, regulatory compliance, loan file management, system boarding, data transfer, risk mitigation, client service
Preferred skills
Paralegal experience, commercial lending administration, closing experience, multitasking
Technologies
Origination system platform, payment system platform
Responsibilities
Prepare and review commercial loan documentation for accuracy and completeness; Coordinate with loan officers, underwriters, and other relevant parties to gather required information and documentation; Maintain accurate and up-to-date loan files and records; Perform periodic reviews of loan files to ensure compliance and address any discrepancies; Facilitate the boarding of loans from our origination system platform to our payment system platform; Ensure seamless data transfer and integration between systems
Seniority
Mid-level, hands-on IC