Loan Analyst

Asset Staffing; Baltimore (MD); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Asset Staffing in Baltimore, MD is seeking a Loan Analyst for a hybrid role within an investment bank. You will process borrowing, funding, settlement, and paydown requests, and prepare lifecycle notices to clients and syndicate lenders.

You will handle invoicing, reconcile interest and fees with third-party agents when applicable, review cash and past-due items daily, and respond to inquiries from clients and internal stakeholders while supporting process improvements and controls.

Qualifications

• Commercial or Small Business loans and/or loan syndication experience.
• Strong attention to detail with the ability to manage time-sensitive requests and reconcile variances.
• Effective written and verbal communication skills, including comfort interacting with external clients/agents and internal stakeholders.
• Ability to work independently while collaborating effectively across teams.

Responsibilities

• Process borrowing, funding, settlement, and paydown requests received from clients or agents and ensure accurate booking.
• Prepare and distribute transaction and lifecycle notices to clients and/or syndicate lenders.
• Prepare and distribute periodic interest and fee invoices to clients; reconcile with third-party agents as applicable.
• Perform daily review of exception and break reports and investigate root causes to resolve issues promptly.
• Respond to inquiries from clients, agents, and internal stakeholders.
• Partner with internal teams to support issue resolution, process improvements, and adherence to procedures.

Skills

Loan operations/servicing

Attention to detail

Communication skills

Independent with cross-team work

Job description

Investment Bank located in Baltimore, MD seeks Loan Analyst.

• Hybrid
• REQUIRED: Commercial or Small Business loan operation/servicing or loan syndication experience

Key Responsibilities

• Process borrowing, funding, settlement, and paydown requests received from clients or agents (primarily via email) and ensure accurate booking to books and records.
• Prepare and distribute transaction and lifecycle notices (e.g., funding, paydown, rate set) to clients and/or syndicate lenders, as applicable.
• Prepare and distribute periodic interest and fee invoices to clients; for facilities with a third-party agent, reconcile interest and fee amounts per agent notices and ensure accurate processing to books and records.
• Perform daily review of exception and break reports (including cash suspense and past-due items), investigate root causes, and take appropriate action to resolve in a timely manner.
• Respond to ongoing and ad hoc inquiries from clients, third-party agents (where applicable), and internal stakeholders (e.g., Business Unit partners, Financial Controllers).
• Partner with internal teams to support issue resolution, process improvements, and consistent adherence to operational procedures and controls.

Required Qualifications

• Commercial or Small Business loans and/or loan syndication experience.
• Strong attention to detail with the ability to manage time-sensitive requests and reconcile variances.
• Effective written and verbal communication skills, including comfort interacting with external clients/agents and internal stakeholders.
• Ability to work independently while collaborating effectively across teams.