Credit Operations Analyst

Atlantic Group; New York (NY); Hybrid; USD 69,000 - 103,000; Full time

Job summary

Atlantic Group is hiring a Credit Operations Analyst in New York, NY to support loan operations, credit facility administration, treasury activities, and daily investment operations. This role will manage operational processes related to credit investments and coordinate with financial counterparties to ensure accurate transaction processing and cash management.

The position requires a Bachelor's degree and 4+ years of experience in related fields, with advanced Excel and experience with

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 4+ years in credit operations, loan operations, investment operations, or related financial services.
• Experience with loan administration, credit facilities, treasury operations, and cash management.
• Advanced Excel proficiency and experience with investment operations or financial reporting systems.
• Strong attention to detail, analytical thinking, organization, communication, and problem-solving.

Responsibilities

• Support loan administration, processing, settlements, and related credit investments.
• Monitor credit facilities, borrowing activity and repayments.
• Manage daily cash activity, funding requests, wires, and liquidity processes.
• Perform cash, position, and transaction reconciliations while resolving discrepancies.
• Coordinate with agent banks, custodians, lenders, and internal teams to facilitate operations.
• Prepare operational reports and support process improvements.

Skills

Attention to detail

Analytical thinking

Organization

Communication

Problem-solving

Multitasking

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Advanced Excel

Investment operations systems

Loan servicing systems

Job description

Job Overview – Credit Operations Analyst

Compensation: $50–$75/hour (Dependent on Experience)

Location: New York, NY

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Credit Operations Analyst in New York, NY for our client, supporting loan operations, credit facility administration, treasury activities, and daily investment operations. This role will manage operational processes related to credit investments, coordinate with financial counterparties, and ensure accurate transaction processing, cash management, and reconciliations.

Responsibilities as the Credit Operations Analyst

• Loan Operations: Support loan administration, transaction processing, settlements, and ongoing credit investment activities.
• Credit Facility Management: Monitor credit facilities, borrowing activity, repayments, and related operational requirements.
• Treasury Operations: Manage daily cash activity, funding requests, wire transfers, and liquidity-related processes.
• Reconciliations: Perform cash, position, and transaction reconciliations while investigating and resolving discrepancies.
• Counterparty Coordination: Communicate with agent banks, custodians, lenders, and internal investment teams to facilitate operational activities.
• Operational Reporting: Maintain accurate transaction records, prepare operational reports, and support process improvements.

Qualifications for the Credit Operations Analyst

• Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field is required.
• Experience: 4+ years of experience in credit operations, loan operations, investment operations, or a related financial services function is required.
• Industry Knowledge: Experience with loan administration, credit facilities, treasury operations, and cash management within financial services is required.
• Technical Skills: Advanced Excel proficiency and experience with investment operations, loan servicing, or financial reporting systems are preferred.
• Skills & Attributes: Strong attention to detail, analytical thinking, organization, communication, problem-solving, and ability to manage multiple priorities in a fast-paced environment are required.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.