Loan Closing Senior Analyst - New York
About the position
Responsibilities
• Oversee the loan lifecycle from an operational perspective, ensuring core closing processes are completed in a timely manner and any discrepancies/issues are escalated and investigated.
• Review trade documentation, including confirmations, or funding memos to ensure compliance with regulatory standards and internal guidelines.
• Confirm financial calculations such as delayed compensation, cost of carry, and commitment reductions.
• Review and interpret credit agreements to ensure accurate execution of operations prior to closing in accordance with terms and conditions.
• Review corporate actions related to loan trades to support processing, tracking, and reporting adjustments or changes affecting loans, ensuring required updates are applied accurately.
• Review and reconcile trade discrepancies, maintaining trade status updates, and escalating issues as needed.
• Support completion of daily and escalation reports. This may include delayed compensation, unallocated trades or fee reconciliations.
• Collaborate across counterparties, and internal and external teams, to ensure seamless operations and compliance.
Requirements
• Bachelor's degree or equivalent
• Understanding of syndicated loans lifecycle
• 1-2 years relevant financial experience
• Ability to work in a fast-paced environment
• Strong communication skills
• Advanced Excel skills
• Attention to detail
Nice-to-haves
• May have some prior loan closing experience
• Some exposure to loan documentation (LMA/ LSTA, credit agreements, funding memos etc.)
Apply tot his job
Apply To this Job