Senior Loan Operations Lead – Cash Reconciliation (Hybrid)

SS&C Technologies; San Francisco (CA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid Work Model

401k Matching Program

Medical, Dental, Vision

Professional Development Reimbursement

Employee Assistance Program

Parental Leave

Job summary

A leading financial services firm is seeking a Senior Associate, Loan Operations - Cash Reconciliation Specialist. You will be responsible for resolving cash discrepancies and overseeing reconciliation processes. The ideal candidate has a Bachelor's degree in finance and at least 2 years of experience in loan operations. This role offers a hybrid work model and several benefits including 401k matching and medical coverage.

Qualifications

• 2+ years financial services/securities industry experience in operations and loan operations.
• Understanding of syndicated loans and their interrelationship with agent banks.
• Proven ability to work under pressure and meet deadlines.

Responsibilities

• Monitor and resolve cash and position discrepancies between banks.
• Oversee daily Position/ Transaction and Cash reconciliations for multiple accounts.
• Prepare KPIs to track trends and workflow issues.

Skills

Experience in Loan asset class

Strong written and verbal communication skills

Client relationship management

Education

Bachelor's degree in finance or related discipline

Tools

WSO

LoanSERV

Clearpar

Job description

A leading financial services firm is seeking a Senior Associate, Loan Operations - Cash Reconciliation Specialist. You will be responsible for resolving cash discrepancies and overseeing reconciliation processes. The ideal candidate has a Bachelor's degree in finance and at least 2 years of experience in loan operations. This role offers a hybrid work model and several benefits including 401k matching and medical coverage.