CareerPlan

Transaction Coordination Group – Agency Servicing - Analyst

Jacksonville, 5022 Gate Parkway, USFull-time$60k–$65k2026-10-14 → 2026-11-12
Hybrid · United States

Core

Junior analyst supporting the Investment Bank by reviewing legal documents, amending loans, building loans into the platform system, and servicing the ongoing lifecycle management of clients and lenders.

Role type

Junior IC transaction coordination analyst

Builds

Loan deals and amendments within the bank's loans platform system

Domain

Investment banking / Financial services

Required skills

Legal document interpretation, MS Office proficiency (Word, Excel, PowerPoint), problem solving, analytical skills, multi-tasking

Preferred skills

Independent work, handling heavy volume within deadlines

Responsibilities

Interpret Credit Agreements and Amendments; assist with building of new deals, Amendments and closing fees; liaise with borrowers, customers, and lenders; Interface with Traders, Relationship Managers, and Loan Operation personnel; Identify and escalate open issues to Team Manager; Adhere to operational controls including legal and regulatory procedures

Seniority

Junior, hands-on IC