Loan Agency Relationship Associate I

SRS Acquiom; Minneapolis (MN); Hybrid; USD 63,000 - 75,000; Full time

Job summary

SRS Acquiom is seeking a Loan Agency Relationship Associate I to manage client relationships and handle daily administration of loan agency accounts. The ideal candidate will possess a Bachelor's degree in finance or related fields, along with strong problem-solving and customer service skills. This hybrid role offers a competitive salary and various employee benefits.

Benefits

401(k) with 4% matching

Discretionary time off

Discretionary Bonus Incentive

Fitness credit

Several pre-tax plans

Qualifications

• 4+ years of experience in finance, loan agency or bank operations.
• Comprehensive understanding of syndicated and bilateral loans required.
• Prior experience reading, analyzing, and interpreting legal documents.

Responsibilities

• Manage client relationships and daily administration of assigned Loan Agency accounts.
• Assist Loan Agency Relationship Managers with deal closings and terminations.
• Provide excellent customer service to all clients and parties.

Skills

Customer service

Problem-solving

Interpersonal skills

Attention to detail

Time management

Education

Bachelor's degree in finance, accounting, economics or operations

Job description

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done.

Since 2007, we’ve brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down.

Today, we deliver a unified system of solutions — virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together.

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets.

If you’re looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you!

A few benefits our employees enjoy

• 401(k) with 4% matching
• Discretionary time off
• Discretionary Bonus Incentive
• Fitness credit
• Several pre-tax plans (dependent care, transportation, flexible spending)

Loan Agency Relationship Associate I Position Summary

The Loan Agency Relationship Associate Iworks in SRSA’s Loan Agency department and manages client relationships and daily administration of assigned Loan Agency accounts. Serves as a contact for borrowers, lenders, professionals, and other internal and external service partners. Manage daily administration of assigned accounts in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

This is a hybrid position based in Denver, CO or Minneapolis, MN.

The salary range for this position is between $63k - $75k, depending on level of experience.

Loan Agency Relationship Associate I Primary Responsibilities

• Maintain a working knowledge of all transactions in assigned loan portfolio.
• Assist Loan Agency Relationship Managers with deal closings and terminations.
• Coordinate KYC solicitation for new transactions.
• Perform ongoing deal administration for assigned portfolio. Duties may include processing payments, tickler management, collateral reviews, invoicing, responding to inquiries, reporting, and other related items.
• Independently tackles more complex transactions, tasks, and reporting responsibilities.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience.Includes professional communication and collaboration with internal groups and external clients by phone and email.
• Use best judgement, interpretation, and problem-solving skills to understand loan documentation and resolve issues.
• Assist with training and mentoring other team members, as requested. May be appointed to a team lead role.
• Comprehend internal processes and procedures and maintain internal controls. Work with Loan Agency management to identify opportunities to enhance our control environment.
• Provide coverage and support to the team as a whole, when needed.
• Perform other related duties as assigned or requested.

Loan Agency Relationship Associate I Required Qualifications & Skills

• Bachelor’s degree in finance, accounting, economics or operations (or commensurate work experience) required.
• 4+ years of experience in finance, loan agency or bank operations.
• Comprehensive understanding of syndicated and bilateral loans required.
• Prior experience reading, analyzing, and interpreting legal documents.
• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts with limited oversight or assistance.
• Deadline-driven and highly organized with exceptional attention to detail.
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently.
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks.
• High level of proficiency with computers and learning new software.

Loan Agency Relationship Associate I Desired Characteristics

• Operates with highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multi-task
• High attention to detail, accuracy and thoroughness

Loan Agency Relationship Associate IPhysical Requirements/Special Demands

• Must be available to work standard business hours, and occasional nights/weekends.
• Must be able to work in an open office environment.
• Travel may be necessary, up to 5% of the year, and may not be scheduled in advance.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

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