Servicing Analyst- Transportation financie/ Vendor finance

Calculated Hire; Tempe (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Calculated Hire in Tempe, AZ is seeking a Lending Operations Specialist to execute day-to-day lending operations, loan servicing, and portfolio administration across commercial lending portfolios. The role partners with Relationship Managers, Credit, and external lenders to ensure accurate processing, compliance, and superior service.

The position covers transportation, vendor, equipment finance, syndicated facilities, and agency-managed transactions, with responsibilities spanning funding

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• 2-5 years of experience in lending operations, loan servicing, commercial banking operations, or related financial services roles.
• Experience supporting loan administration, servicing, funding, or operational processing functions.
• Strong organizational, analytical, and problem-solving skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
• Strong attention to detail and commitment to operational accuracy.

Responsibilities

• Process service requests, loan transactions, maintenance activities, and customer inquiries accurately and within established service level agreements.
• Enter, validate, and maintain loan information within servicing platforms and operational systems.
• Support funding, disbursement, repayment, payoff, and loan maintenance activities.
• Review and verify transaction details to ensure accuracy and completeness.
• Monitor loan activity and identify discrepancies, exceptions, or operational risks requiring resolution.
• Maintain accurate records, documentation, and system updates throughout the loan lifecycle.
• Coordinate operational activities across multiple commercial lending products and portfolios.
• Support operational processing and servicing activities for transportation, equipment finance, and vendor finance transactions.
• Assist with onboarding, maintenance, and servicing of equipment-secured lending facilities.
• Track collateral-related documentation, insurance requirements, and customer reporting obligations.
• Support transaction booking, funding requests, and portfolio maintenance activities associated with transportation and vendor finance programs.
• Coordinate with credit, servicing, and relationship management teams to ensure seamless execution of financing transactions.
• Support agency-serviced and syndicated credit facilities by coordinating operational and administrative activities.
• Assist with lender communications, notices, reporting distribution, and document maintenance.
• Facilitate funding requests, participant allocations, principal and interest processing, and fee distribution activities.
• Maintain lender records, participation balances, and syndication-related information within servicing systems.
• Support amendment, waiver, consent, and lender voting processes in accordance with credit agreements.
• Coordinate information requests between borrowers, lenders, legal partners, and internal stakeholders.
• Ensure agency servicing activities are executed in accordance with established procedures and operational controls.
• Gather, analyze, and format data for recurring and ad hoc operational reporting.
• Prepare dashboards, portfolio tracking reports, and management reporting packages.
• Investigate operational issues and recommend appropriate corrective actions.
• Monitor exception reporting and ensure timely resolution of outstanding items.
• Identify trends, risks, and process inefficiencies impacting operational performance.
• Support audit, compliance, and regulatory review activities.
• Ensure adherence to internal policies, regulatory requirements, and operational procedures.
• Review transactions and documentation for compliance with established controls.
• Escalate operational, compliance, or servicing concerns when appropriate.
• Maintain strong awareness of operational risk, data integrity, and regulatory obligations.
• Support remediation efforts and corrective action initiatives as required.
• Participate in change management initiatives and implementation of new processes or systems.
• Contribute to continuous improvement efforts focused on efficiency, quality, and risk reduction.
• Assist with development of operational procedures, training materials, and user guides.
• Provide guidance and support to junior team members and serve as a resource for problem resolution.
• Support knowledge-sharing initiatives and operational best practices across the team.

Skills

Organizational skills

Analytical skills

Communication skills

Problem-solving

Multitasking

Education

Bachelor's degree or equivalent combination of education and relevant experience

Tools

Excel

Word

PowerPoint

Outlook

Job description

Position Summary

The Lending Operations Specialist is responsible for the day-to-day execution of critical lending operations, loan servicing, transaction processing, and portfolio administration activities across commercial lending portfolios. This role supports the operational lifecycle of complex lending products, including Transportation Finance, Vendor Finance, Equipment Finance, syndicated lending facilities, and agency-managed transactions.

The specialist serves as a key partner to Relationship Managers, Portfolio Managers, Credit, Operations, Loan Servicing, Syndications, and external lending partners to ensure transactions are processed accurately, compliance requirements are met, and customers receive exceptional service. The role also supports agency servicing functions, lender communications, funding coordination, and ongoing portfolio maintenance.

Key Responsibilities

Lending Operations & Transaction Processing

• Process service requests, loan transactions, maintenance activities, and customer inquiries accurately and within established service level agreements.
• Enter, validate, and maintain loan information within servicing platforms and operational systems.
• Support funding, disbursement, repayment, payoff, and loan maintenance activities.
• Review and verify transaction details to ensure accuracy and completeness.
• Monitor loan activity and identify discrepancies, exceptions, or operational risks requiring resolution.
• Maintain accurate records, documentation, and system updates throughout the loan lifecycle.
• Coordinate operational activities across multiple commercial lending products and portfolios.

Transportation Finance & Vendor Finance Support

• Support operational processing and servicing activities for transportation, equipment finance, and vendor finance transactions.
• Assist with onboarding, maintenance, and servicing of equipment-secured lending facilities.
• Track collateral-related documentation, insurance requirements, and customer reporting obligations.
• Support transaction booking, funding requests, and portfolio maintenance activities associated with transportation and vendor finance programs.
• Coordinate with credit, servicing, and relationship management teams to ensure seamless execution of financing transactions.

Agency & Syndicated Lending Administration

• Support agency-serviced and syndicated credit facilities by coordinating operational and administrative activities.
• Assist with lender communications, notices, reporting distribution, and document maintenance.
• Facilitate funding requests, participant allocations, principal and interest processing, and fee distribution activities.
• Maintain lender records, participation balances, and syndication-related information within servicing systems.
• Support amendment, waiver, consent, and lender voting processes in accordance with credit agreements.
• Coordinate information requests between borrowers, lenders, legal partners, and internal stakeholders.
• Ensure agency servicing activities are executed in accordance with established procedures and operational controls.

Reporting, Analysis & Operational Controls

• Gather, analyze, and format data for recurring and ad hoc operational reporting.
• Prepare dashboards, portfolio tracking reports, and management reporting packages.
• Investigate operational issues and recommend appropriate corrective actions.
• Monitor exception reporting and ensure timely resolution of outstanding items.
• Identify trends, risks, and process inefficiencies impacting operational performance.
• Support audit, compliance, and regulatory review activities.

Risk & Compliance Management

• Ensure adherence to internal policies, regulatory requirements, and operational procedures.
• Review transactions and documentation for compliance with established controls.
• Escalate operational, compliance, or servicing concerns when appropriate.
• Maintain strong awareness of operational risk, data integrity, and regulatory obligations.
• Support remediation efforts and corrective action initiatives as required.

Process Improvement & Team Support

• Participate in change management initiatives and implementation of new processes or systems.
• Contribute to continuous improvement efforts focused on efficiency, quality, and risk reduction.
• Assist with development of operational procedures, training materials, and user guides.
• Provide guidance and support to junior team members and serve as a resource for problem resolution.
• Support knowledge-sharing initiatives and operational best practices across the team.

Qualifications

Required

• Bachelor's degree or equivalent combination of education and relevant experience.
• 2-5 years of experience in lending operations, loan servicing, commercial banking operations, or related financial services roles.
• Experience supporting loan administration, servicing, funding, or operational processing functions.
• Strong organizational, analytical, and problem-solving skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
• Strong attention to detail and commitment to operational accuracy.

Preferred

• Experience supporting commercial lending, equipment finance, transportation finance, vendor finance, or syndicated lending portfolios.
• Familiarity with agency servicing functions and multi-lender credit facilities.
• Experience using LoanIQ or similar commercial loan servicing platforms.
• Knowledge of commercial lending operations, collateral administration, and loan documentation.
• Understanding of regulatory, compliance, and operational risk requirements within a banking environment.
• Experience participating in process improvement, change management, or operational transformation initiatives.