Loan Operation Analyst

McCabe & Barton; Chester; On-site; GBP 45,000; Full time

Job summary

A financial services firm is seeking a Documentation Specialist in Chester. The role involves ensuring compliance with bank policies on loan documentation and lien perfection. Candidates should have experience in Loan Administration and a customer-focused approach. Attention to detail and excellent communication skills are essential. The position is onsite and offers a 12-month contract with a salary of £45,000.

Qualifications

• Experience in Loan Administration or Agency Documentation is essential.
• Familiarity with Loan products is preferable.
• Experience with data collection and entry is beneficial.

Responsibilities

• Ensure loan documentation and lien perfection meet bank policies.
• Lead documentation and due diligence, ensuring timely delivery.
• Review documents for accuracy and transaction reflection.

Skills

Loan Administration/Loans & Agency Documentation Experience

Customer and Client Focus

Excellent organisational and prioritisation skills

Excellent communication skills

Attention to detail

Tools

Microsoft Excel

Loan IQ

Job description

Duration: 12 months FTC, salary £45,000

Location: onsite at Chester

Role Description

This job is responsible for preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client and ensure lien perfection. Key responsibilities include working on highly complex documentation, supporting Loan Administrators with their primary responsibilities, and assisting the Market Leader in directing workflow and performing quality assurance. Job expectations include working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy.

Responsibilities

• Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner
• Leads documentation, due diligence and collateral perfection, and monitoring of loan documentation for a specific market segment
• Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework
• Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements
• Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding
• Works closely with Client Managers, Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions

What we are looking for

• Loan Administration/Loans & Agency Documentation Experience Essential
• Loan product knowledge preferable
• Loan IQ preferable
• Customer and Client Focus
• Microsoft Excel experience will be an advantage
• Data Collection and Entry

Skills that will help

• Excellent organisational and prioritisation skills
• Excellent communication skills at all levels
• Attention to detail