Bank Loan Operations Specialist - Hybrid/Remote

The Planet Group

Downers Grove (IL)

Hybrid

USD 90.000 - 150.000

Vollzeit

Vor 8 Tagen

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Zusammenfassung

The Planet Group in Downers Grove, IL is seeking a finance professional for our Bank Loan Team. This hybrid role combines on-site work four days a week with flexibility for remote options.

You will bring a Bachelor's degree and 2+ years of experience in bank loans or syndicated loans, with hands-on support of loan operations, settlement, and reporting. Preferred experience with WSO, Allvue/Everest, ClearPar, LoanIQ, and strong Excel skills to analyze data and ensure accuracy for investment teams

Qualifikationen

  • Bachelor’s degree in finance, accounting, business, or a related field.
  • 2+ years of bank loan, syndicated loan, leveraged loan, CLO, or structured credit operations.
  • Hands-on experience supporting bank loans as an investment product within capital markets, investment operations, fund administration, or trust operations.
  • Experience with syndicated loan trade support and settlement, coordinating with agent banks, counterparties, traders, and internal teams.
  • Experience with loan management platforms such as WSO, Allvue/Everest, ClearPar, LoanIQ, Solvas, or similar systems.
  • Strong understanding of loan portfolio operations, trade processing, settlement, reconciliation, and data validation.
  • Experience with CLO/CDO portfolio administration is highly preferred, including OC/IC compliance and cash reconciliation.
  • Experience supporting system implementations, migrations, or process documentation.

Kenntnisse

Loan operations
2+ years experience
Excel
Communication
Data quality

Ausbildung

Bachelor's degree in Finance/Accounting/Business

Tools

Wall Street Office (WSO)
Allvue/Everest
ClearPar
LoanIQ
Solvas

Jobbeschreibung

The Planet Group in Downers Grove, IL is seeking a finance professional for our Bank Loan Team. This hybrid role combines on-site work four days a week with flexibility for remote options.

You will bring a Bachelor's degree and 2+ years of experience in bank loans or syndicated loans, with hands-on support of loan operations, settlement, and reporting. Preferred experience with WSO, Allvue/Everest, ClearPar, LoanIQ, and strong Excel skills to analyze data and ensure accuracy for investment teams

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