Finance - Middle Office Analyst I

Apex Systems; New York (NY); On-site; USD 87,000 - 93,000; Full time

Job summary

Apex Systems in New York, NY is seeking a Middle Office Analyst I – Loan Services to support a Credit Services Administration team in an institutional lending environment. Hybrid work arrangement includes four days onsite, with typical hours 9:00 a.m.–5:00 p.m.

ET and a 6-month contract with potential extension. The role requires at least one year in loan servicing or middle-office operations, strong analytical and communication skills, and proficiency in Excel.

Qualifications

• At least one year of experience in loan servicing or middle-office operations.
• Understanding of the loan lifecycle, including closings, onboarding, and maintenance events.
• Proficiency in Excel and MS Office; strong analytical and written/verbal communication.

Responsibilities

• Coordinate onboarding, setup, and activation of new/amended bilateral and syndicated credit facilities.
• Review and interpret credit agreements, loan documents, and related legal documentation.
• Capture and validate key terms such as rates, fees, covenants, maturities, and other deal attributes.
• Manage facility activity through amendments, waivers, extensions, repricing, restructurings, and maintenance.
• Monitor loan portfolios, reconcile activity across stakeholders, and support covenant compliance.
• Support migration to a new loan system with requirements gathering and testing.

Skills

Loan servicing

Middle-office operations

Credit administration

Analytical

Organizational skills

Time management

Communication skills

Excel

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Microsoft Office

Loan system software

Job description

# Finance - Middle Office Analyst IApply**Job#: 3056133****Job Description:**Middle Office Analyst I – Loan Services**Location:** New York, NY**Work Arrangement:** Hybrid, four days per week onsite**Hours:** 9:00 a.m.–5:00 p.m. ET**Contract Length:** 6 months, with potential for extension or conversion**Start Date:** As soon as possiblePosition OverviewWe are seeking a Middle Office Analyst to support a Credit Services Administration team within an institutional lending environment. This role is responsible for loan-closing readiness, credit agreement interpretation, facility setup and activation, ongoing maintenance, regulatory data requirements, and portfolio monitoring across corporate, financial institution, and real estate lending portfolios.Key Responsibilities* Coordinate the onboarding, setup, and activation of new and amended bilateral and syndicated credit facilities.* Review and interpret credit agreements, loan documents, and related legal documentation.* Capture and validate key economic and structural terms, including rates, fees, covenants, maturities, and other deal attributes.* Manage facility activity throughout the loan lifecycle, including amendments, waivers, extensions, repricing, restructurings, and ongoing maintenance.* Monitor assigned loan portfolios, reconcile activity across stakeholders, and support covenant compliance.* Partner with lenders, loan operations, administrators, regulatory teams, and internal business stakeholders.* Support migration to a new loan system through requirements gathering, testing, and stakeholder coordination.* Develop knowledge across corporate, real estate, and financial institution lending segments through cross-training.Required Qualifications* At least one year of experience in loan servicing, middle-office operations, credit administration, or a related financial services function.* Understanding of the credit and loan lifecycle, including closings, onboarding, and maintenance events.* Strong analytical, organizational, and time-management skills.* Ability to manage multiple priorities in a fast-paced environment.* Strong written and verbal communication skills.* Ability to collaborate effectively with internal and external stakeholders.* Proficiency with Microsoft Excel and the broader Microsoft Office suite.* Bachelor’s degree or an equivalent combination of education and relevant experience.Preferred Qualifications* Experience reviewing and interpreting credit agreements or other complex lending documentation.* Previous experience within the financial services industry.* Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related discipline. *Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.**Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy**Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.**Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.**If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.**UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.***Employee Type:** Contract**Location:** New York, NY, US**Job Type:****Date Posted:** October 16, 2026**Pay Range:** $42 - $42 per hour