Loan Servicing Specialist

Russell Tobin; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Goldman Sachs Asset & Wealth Management Operations delivers front-to-back operational support across trade, client, and product lifecycles. The Portfolio Servicing team handles accounts, monitors daily exceptions, resolves issues with middle office partners, and ensures accurate books and records while maintaining high integrity in a fast-paced environment.

The role provides exposure to deal teams, controls, legal, and compliance functions, fostering strong client service and risk management

Qualifications

• 3+ years of relevant work experience.
• Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Strong organizational skills with exceptional attention to detail.
• Team-oriented with a positive attitude and strong work ethic.
• Excellent written and verbal communication skills.
• Ability to work effectively in a fast-paced environment.
• High integrity, sound judgment, and strong ethical standards.

Responsibilities

• Service a portfolio of accounts with daily exception monitoring.
• Collaborate with middle office, sales, controllers, and other stakeholders to resolve issues.
• Manage risk related to cash flows, including settlement support, execution, and reporting.
• Perform due diligence evaluating inbound and outbound client payments globally.
• Review legal documents and prepare ad hoc client and internal reports.

Skills

Organizational skills

Attention to detail

Written and verbal communication

Teamwork

Adaptability in fast-paced environment

Tools

Microsoft Excel

PowerPoint

Word

Outlook

Job description

Asset & Wealth Management Operations is responsible for front-to-back operational support for the Goldman Sachs Asset Management and Merchant Bank businesses, providing service, delivery, and processing across the trade, client, and product lifecycle.

Your Impact

The Portfolio Servicing team supports businesses dealing with a variety of traditional and alternative products across equities and loans. The team operates within a front-to-back operating model, providing support across the client, product, and investment lifecycle with a focus on accuracy, control, and efficiency. This role offers the opportunity to work closely with Deal Teams, Operations, Controllers, Legal, Credit, Asset Managers, Compliance, Technology, and Treasury to deliver excellent client service.

Key Responsibilities

• Service a portfolio of accounts while conducting daily exception monitoring and break resolution.
• Partner with middle office teams, sales teams, controllers, and other internal stakeholders to resolve transactional issues and support process improvements.
• Manage risk related to the firm's lending and trading cash flows, including settlement support, execution, reporting, and maintaining accurate books and records.
• Perform due diligence by evaluating inbound and outbound client payments globally.
• Review legal documentation and prepare ad hoc reports for clients and internal business groups.

Basic Qualifications

• 3+ years of relevant work experience.
• Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Strong organizational skills with exceptional attention to detail.
• Team-oriented with a positive attitude and strong work ethic.
• Excellent written and verbal communication skills.
• Ability to work effectively in a fast-paced environment.
• High integrity, sound judgment, and strong ethical standards.