Loan Services Associate

Broadridge; Glasgow; On-site; GBP 38,000 - 62,000; Full time

Job summary

Broadridge is seeking a Loan Processing Specialist in the United Kingdom to lead the transition of loan processing activities for the global credit business to a centralized operating model. You will join a high-performing team and help publish KPI and SLA measurement frameworks.

The role emphasizes operational excellence, process improvement and collaboration across loan processing, technology and operations to deliver continuity and efficiency for clients.

Qualifications

• 3–5 years of experience in loan operations.
• Familiarity with CLOs and broadly syndicated loans is a plus.
• Proven ability to drive process improvements and collaborate with operations and technology teams.

Responsibilities

• Lead the transition of loan processing activities for the global credit business to a centralized operating model.
• Develop and execute a comprehensive transition plan with timelines, resources, and risk management.
• Ensure seamless knowledge transfer and minimize business disruption during the transition.
• Publish and maintain KPI and SLA framework for the loan processing team.
• Establish metrics for processing efficiency, accuracy, compliance and timeliness.
• Optimize workflows to maintain continuous loan processing and timely issue resolution.
• Identify and implement process improvements and automation initiatives in collaboration with technology and operations teams.

Skills

Loan operations

Reconciliations

CLOs/syndicated loans

Process improvements

Analytical skills

Stakeholder management

Automation

Sentry

Tools

Sentry

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

We are looking to hire a Loan Processing Specialist that will help lead the transition of loan processing activities for the global credit business to a centralized operating model. They will join a high-performing loan processing team and support the publication of robust KPI and SLA measurement frameworks. This role is focused on operational excellence, service continuity, process improvement, and collaboration across loan processing, technology, and operations.

Responsibilities

• Help lead the transition of all loan processing activities for the global credit business to a centralized operational model.
• Develop and execute a comprehensive transition plan, including detailed timelines, resource allocation, and risk management strategies.
• Ensure seamless knowledge transfer and integration of loan processing activities, minimizing disruption to business operations during the transition.
• Implement and publish a comprehensive KPI and SLA framework for the loan processing team, ensuring alignment with business objectives.
• Establish clear metrics for processing efficiency, accuracy, compliance, and timeliness.
• Optimize workflows to maintain continuous loan processing and the timely resolution of issues, improving service levels and client satisfaction.
• Lead the identification and implementation of process improvement initiatives within Loan Processing and collaborate with technology and operations teams to automate manual processes and implement advanced tools to enhance loan processing efficiency.

Requirements

• 3–5 years of experience in Loan operations with specific familiarity with the following reconciliations:
  • Positions
  • Contract Details
  • Accruals
  • Realized Coupons
  • Revolver/ DDTL Activity/ Term Loan
  • Transactions
  • Lifecycle events
  • Position Attributes
  • Knowledge of CLOs and/or broadly syndicated loans would be a plus.
  • Previous exposure to Sentry is a plus.
  • Proven ability to drive process improvements and operational excellence.
  • Strong analytical, problem-solving, communication, and stakeholder management skills.
  • Ability to collaborate effectively with operations and technology teams, including support for automation initiatives and tool enhancements.
  • Demonstrated commitment to accuracy, compliance, timeliness, continuous improvement, and team collaboration.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.