Loan Operations - Dallas

Delta Capita; Dallas (TX); Hybride; USD 70 000 - 100 000; Plein temps

Résumé du poste

Delta Capita is seeking a professional to oversee the syndicated loan lifecycle, including origination, funding, servicing, and settlement. You will review credit agreements, coordinate with borrowers and syndicate members, and ensure accurate execution of loan operations.

Ideal candidates have 1–3 years of relevant financial experience, advanced Excel skills, and solid knowledge of loan documentation. Office-based hybrid work arrangement may be required to align with client policies.

Qualifications

• Bachelor's degree or equivalent.
• Commercial loans product knowledge.
• Understanding of syndicated loans lifecycle.
• Familiarity with loan documentation (LMA/ LSTA, credit agreements, funding memos etc).
• 1-3 years relevant financial experience.
• Ability to work in a fast-paced environment.
• Advanced Excel skills.
• Previous middle office/operations experience (preferred).
• Previous loan servicing experience (preferred).

Responsabilités

• Oversee operational processes across the full syndicated loan lifecycle, including origination, funding, servicing, and settlement.
• Review and interpret credit agreements to ensure accurate execution of loan operations in accordance with terms and conditions.
• Coordinate with syndicate members, borrowers, and internal stakeholders to manage loan events, including amendments, refinancings, paydowns, restructures, and transfers.
• Perform quality control and reconciliation of loan transactions to identify and resolve discrepancies in data, documentation, or payments.
• Track and monitor financial covenants, ensuring compliance and timely reporting, and escape breaches or concerns as needed.
• Prepare and review reports on loan activity, portfolio status, and key operational metrics for internal and external stakeholders.
• Manage collateral requirements, including tracking, verification, and maintaining appropriate documentation to ensure compliance with loan terms and conditions

Connaissances

Advanced Excel

Fast-paced work

Syndicated loans lifecycle

Commercial loans knowledge

Loan documentation familiarity

1-3 years financial experience

Formation

Bachelor's degree or equivalent

Description du poste

Key responsibilities:

Oversee operational processes across the full syndicated loan lifecycle, including origination, funding, servicing, and settlement.

Review and interpret credit agreements to ensure accurate execution of loan operations in accordance with terms and conditions.

Coordinate with syndicate members, borrowers, and internal stakeholders to manage loan events, including amendments, refinancings, paydowns, restructures, and transfers.

Perform quality control and reconciliation of loan transactions to identify and resolve discrepancies in data, documentation, or payments.

Track and monitor financial covenants, ensuring compliance and timely reporting, and escape breaches or concerns as needed.

Prepare and review reports on loan activity, portfolio status, and key operational metrics for internal and external stakeholders.

Manage collateral requirements, including tracking, verification, and maintaining appropriate documentation to ensure compliance with loan terms and conditions

Bachelor's degree or equivalent

Commercial loans product knowledge

Understanding of syndicated loans lifecycle

Familiarity with loan documentation (LMA/ LSTA, credit agreements, funding memos etc)

1-3 years relevant financial experience

Ability to work in a fast-paced environment

Advanced Excel skills

Preferred Experience

Previous middle office/ operations experience

Previous loan servicing experience

As we are a Service Provider and Consulting firm servicing clients, our policy on physically working from the office (which may be the client’s offices or our own offices depending on the client) aligns to what our client’s policies and expectations are and these vary. Most of our clients now require a minimum of 3 days per week in the office, 2 days from home, and accordingly, this is also the minimum expectation that Delta Capita requires. However, some of our clients have now moved up to 4 or even 5 days in the office and we require candidates to be flexible to meet our clients’ demands.

How We Work:

Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

As the selection and interview process is ongoing, please submit your application in English as soon as possible. If your profile is selected, a member of our team will contact you. For this role a valid work authorization for the US is mandatory.

Who We Are:

Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualized services for financial institutions for non-differentiating services.

Managed Services

To learn more about Delta Capita and our culture click here:Working at DC - Delta Capita.