loan operations consultant

The Judge Group; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

The Judge Group seeks an experienced Loan Operations Analyst to support day-to-day loan servicing and middle office duties within a private credit setting. This hybrid role is based in Boston, MA or New York, NY with 2–3 days onsite, and involves working with onshore and offshore teams to run stable operations.

The ideal candidate has 4–8 years in loan operations, servicing, or middle office, with strong Excel skills and experience in syndicated and private loan lifecycles.

Qualifications

• 4–8 years in Loan Operations, Loan Servicing or Middle Office in financial services.
• Experience with syndicated and private loan lifecycle.
• Ability to interpret agent notices and perform rate-setting activities.
• Proven reconciliation experience and adherence to controls/audit processes.

Responsibilities

• Process daily loan servicing activities for private credit portfolios.
• Support settlement activities and documentation review for syndicated and private loans.
• Process cash transactions, validate wire instructions, and investigate cash breaks.
• Reconcile positions and cash balances across systems and custodians.
• Handle lifecycle events (amendments, corporate actions) with accurate system updates.
• Collaborate with offshore teams on reconciliation and cash operations workflows.
• Perform routine reporting and data quality reviews for loan records.

Skills

Loan Operations

Loan Servicing

Middle Office

Syndicated Loans

Private Credit

Excel

Communication

Audit & Controls

Tools

WSO

Allvue

eFront

LSTA docs

LMA docs

ChatGPT

Job description

Job Title: Consultant - Analyst, Loan Operations

Location: Boston, MA or New York, NY (Hybrid, 2-3 days onsite)

Duration: 6 Months Contract (Potential Extension / Contract-to-Hire)

Interview Process: Approximately 2 Rounds

Position Overview

We are seeking an experienced Loan Operations Analyst to support day-to-day loan servicing and middle office operations within a private credit environment. This role will play a critical part in ensuring business-as-usual operations remain stable while supporting a high-profile fund launch initiative. The ideal candidate will be comfortable working independently, following established procedures and controls, and partnering with both onshore and offshore teams.

This position is well-suited for professionals who can quickly ramp up with minimal supervision and possess strong expertise across the syndicated and private loan lifecycle.

Key Responsibilities

• Process daily loan servicing activities across private credit portfolios, including:
• Agent notices
• Rate resets and rollovers
• Drawdowns and delayed draw activities
• Paydowns
• PIK processing
• Interest and fee accrual reviews
• Support trade settlement activities for syndicated and private loan transactions, including documentation review and settlement follow-up.
• Process cash transactions, prepare and validate wire instructions, and investigate cash breaks.
• Reconcile positions and cash balances across internal systems, custodians, agent banks, and fund administrators.
• Process lifecycle events such as amendments and corporate actions while ensuring accurate updates to systems of record.
• Investigate and resolve operational exceptions with appropriate escalation and documentation.
• Collaborate with offshore operations teams supporting reconciliation, cash operations, and trade operations workflows.
• Perform routine reporting and execute data quality reviews for loan and position records.

Required Qualifications

• 4-8 years of experience in:
• Loan Operations
• Loan Servicing
• Middle Office Operations
• within an asset manager, alternative investment firm, insurance company, bank, or fund administrator environment.
• Strong understanding of the syndicated and private loan lifecycle.
• Experience interpreting agent notices and performing rate-setting activities.
• Knowledge of private credit structures, including:
• Experience with trade settlement under LSTA and/or LMA documentation standards.
• Proven reconciliation experience with the ability to independently research and resolve breaks.
• Experience operating within controlled and audit-focused environments.
• Strong communication and collaboration skills when working with internal stakeholders, agent banks, custodians, and fund administrators.
• Advanced Microsoft Excel skills.

Preferred Qualifications

• Experience with loan administration platforms such as:
• WSO
• Allvue
• eFront
• Exposure to IBOR and ABOR operating environments.
• Experience supporting operational teams during major project or transformation initiatives.
• Prior experience working with offshore delivery teams.
• Familiarity with AI-powered productivity tools such as ChatGPT, Claude, or Gemini within an operations environment.