Syndicated Loans Agency Ops & Client Services

S&P Global, Inc.; Dallas (TX); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health & Wellness

Flexible Downtime

Continuous Learning

Invest in Your Future

Family Friendly Perks

Beyond the Basics

Job summary

S&P Global Market Intelligence is seeking an Operations Associate for the Agent Services team to administer lending portfolios and lifecycle events. You will interact with clients, borrowers and lenders, ensuring compliance with loan terms and accurate financial calculations.

You will collaborate across lines of business to drive progress of the regional operating model and support the global client base, while maintaining strong relationship management and data analysis skills.

Qualifications

• Experience in a client-facing role delivering excellent service.
• Strong verbal and written communication with clients, senior management, and cross-functional teams.
• Analytical, organizational, and critical-thinking skills to manage multiple priorities.
• Ability to evaluate processes and implement operational improvements.

Responsibilities

• Execute operational requirements to manage lifecycle events of syndicated loans.
• Interpret underlying legal documents to ensure compliance with terms.
• Respond to client, borrower and lender queries promptly.
• Perform financial analysis of deals to ensure accruals and pricing accuracy.
• Manage outstanding work items in line with KPIs.
• Maintain high accuracy to minimize operational risk in the lending portfolio.
• Support projects and other initiatives to enhance the Agent Services product offering.

Skills

Client-facing experience

Verbal communication

Written communication

Analytical skills

Process improvement

Education

Bachelor's degree in Finance/Accounting/Business or related field

Tools

Excel Pivot Tables

WSO

iLEVEL

ClearPar

DebtDomain

Job description

S&P Global Market Intelligence is seeking an Operations Associate for the Agent Services team to administer lending portfolios and lifecycle events. You will interact with clients, borrowers and lenders, ensuring compliance with loan terms and accurate financial calculations.

You will collaborate across lines of business to drive progress of the regional operating model and support the global client base, while maintaining strong relationship management and data analysis skills.