Senior Loan Analyst

LHH; Charlotte (NC); On-site; USD 75,000 - 105,000; Full time

Job summary

LHH Recruitment Solutions is seeking a Business Analyst for a top-tier banking client in Charlotte, NC. The role focuses on operational judgment, risk mitigation, and timely execution of syndicated lending support, with emphasis on reviewing credit agreements and loan booking in the System of Record.

The position requires strong communication, ability to handle changing priorities, and collaboration with internal teams to ensure accurate deal setup and onboarding of new clients.

Qualifications

• Bachelor’s degree or equivalent Syndicated Lending experience.
• Strong understanding of operational processes within financial services or regulated environments.
• Ability to manage own time, be self-motivated and work unsupervised with escalation when needed.
• Advanced proficiency in Microsoft Excel (formulas, pivot tables, data analysis).
• Strong analytical, organizational, and problem-solving skills with high attention to detail.
• Excellent verbal and written communication skills across all levels of the organization.

Responsibilities

• Review Credit Agreement and Lending documentation for complete and accurate deal setup in System of Record, Pricing Templates, Risk and Global Loan Booking.
• Coordinate daily workload, prioritize tasks, and support resolution of complex funding requirements and lender reallocations for payment processing.
• Review daily client deal requests and process transactional activity timely and accurately per deal and Front office requirements.
• Manage heavy external client-facing communication, including escalation management, troubleshooting, and ongoing relationship support.
• Support new client/deal/facility onboarding to the platform, including education, readiness, and transition to steady-state operations.
• Partner with internal business partners, finance and other operations teams to support daily activities and transactions onboarding.
• Utilize AI and automation tools to streamline processes, improve efficiency, and reduce manual effort.
• Participate in system enhancement testing and static data validation with Technology through development, testing, and implementation.
• Support business continuity testing and resiliency exercises for supported platforms and processes.
• Ensure adherence to operational procedures, internal controls, and regulatory and risk management standards.
• Review daily, weekly, monthly reporting and breaks management, escalate and resolve aged breaks.
• Collaborate with cross-functional teams to support audits, testing initiatives, and control assessments.
• Promote collaboration, knowledge sharing, and continuous improvement within the team.

Skills

Analytical thinking

Time management

Communication

Attention to detail

Problem solving

Education

Bachelor's degree

Tools

Excel

Microsoft Office

Job description

LHH Recruitment Solutions is seeking a Business Analyst at our top tier banking client in Charlotte, NC. The role requires strong operational judgment, risk mitigation, execution discipline and timeliness, and the ability to work through change, shifting priorities, and evolving client and business needs, while supporting complex transactions and client-impacting activities. Duties include Reviewing Credit Agreements and Lending documentation for complete and accurate deal set up in System of Record, Pricing Templates, Risk and Global Loan Booking.

Job Description

Operations Professional Markets provides Daily processing and timely execution of Syndicated lending support across Global Markets Loan Operations, The role focuses on driving high-quality, timely execution, supporting complex lending activities, processing and reconciliation of loan positions, and ensuring adherence to established procedures, risk controls, and regulatory requirements. This position partners closely with internal stakeholders, Technology, and external clients to support operational execution, client onboarding, and platform enablement. The role is the key point of contact for client lending activities, payment processing and loan onboarding. Role requires clear communication, issue escalation, and troubleshooting, while supporting fast paced high volume and complex transactions.

Responsibilities

• Review Credit Agreement and Lending documentation for complete and accurate deal set up in System of Record, Pricing Templates, Risk and Global Loan Booking
• Coordinate daily workload, prioritize tasks, and support resolution of complex funding requirements, lender reallocations payment processing
• Review daily client deal requests and process transactional activity timely and accurately per deal and Front office requirements
• Manage heavy external client-facing communication, including escalation management, troubleshooting, and ongoing relationship support
• Support new client/deal/facilty onboarding to the platform, including education, readiness, and transition to steady-state operations
• Partner with internal business partners, finance and other operations teams to support daily activites and trasnactions onboarding.
• Utilize AI and automation tools to streamline operational processes, improve efficiency, and reduce manual effort
• Participate in system enhancement testing and static data validation and partner with Technology through development, testing, and implementation
• Participate in and support business continuity testing and resiliency exercises for supported platforms and processes
• Ensure adherence to operational procedures, internal controls, and applicable regulatory and risk management standards
• Review Daily, weekly monthly reporting and breaks management, adhere to escalation and timely resolution of aged breaks
• Partner with cross-functional teams (Technology, Compliance, Audit, Risk, and Finance) to support audits, testing initiatives, and control assessments
• Promote collaboration, knowledge sharing, and continuous improvement within the team

Requirements

• Bachelor's degree or equivalent Syndicated Lending experience
• Strong understanding of operational processes within a financial services or regulated environment, knowledge of Operational Risk
• Candidate will be able to manage own time, self motivated and work unsupervised and know when to escal
• Advanced proficiency in Microsoft Office applications, particularly Excel (e.g., formulas, pivot tables, data analysis)
• Strong analytical, organizational, and problem solving skills with high attention to detail
• Excellent verbal and written communication skills, with the ability to interact effectively across all levels of the organization
• Ability to manage multiple priorities, meet tight deadlines, and work effectively under pressure
• Risk minded approach with the ability to identify issues, apply controls, and escalation appropriately
• Client focused mindset with confidence in supporting client facing interactions when required.

Equal Opportunity Statement

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs.