Syndicated Loans Operations Lead Analyst

Mitsubishi UFJ Trust and Banking Corporation, New York Branch

New York (NY)

On-site

USD 65,000 - 90,000

Full time

3 days ago
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Benefits offered by this job

Health and wellness benefits
401(k) retirement plan
Educational assistance and training
Paid maternity and parental leave
Paid vacation, sick leave and holidays

Job summary

Mitsubishi UFJ Trust and Banking Corporation, New York Branch is seeking a Lead Analyst/Manager in Syndicated Loan Operations to process loan transactions, liaise with agents, and support the Operations/Treasury Group in New York.

The role requires 2–6 years of relevant experience, a Bachelor's degree, strong communication, and proficiency in Excel and Word. You will handle multiple projects, extend work hours as needed, and contribute to continuous process improvements.

Qualifications

  • Education: Bachelor’s Degree.
  • Experience: 2-4 (Lead Analyst) 4-6 (Manager) years of relevant work experience.
  • Previous experience in Syndicated Loan Operation is required.
  • Strong communication skills both verbal and writing, with attention to detail.
  • Ability to multi-task and a fast learner.
  • Proficient in Microsoft Excel, Microsoft Word, and other Office products.
  • Must be versatile, able to work effectively independently or as part of a team on multiple projects simultaneously.
  • Flexible to work beyond regular office hours at times based on business needs.
  • Job title is dependent on experience.
  • The typical base pay range for this role is between $65K - $90K depending on job-related knowledge, skills, experience and location.

Responsibilities

  • Process loan transactions by communicating with agents of the syndicated deals and Operations/Treasury Group.
  • Initiate process related to loan transactions against Approved Credit Application, loan agreements, loan and time deposit applications/confirmations and/or other third-party instructions/Notices.
  • Close and maintain syndicated loan facilities by reviewing loan agreements and other related requisite loan documentations, collecting required documents from agents.
  • Deliver such documents to Operations Group with instructions, and conduct required checks/registrations in the systems.
  • Generate and circulate internal periodical reports to senior executives. Perform general administrative functions.
  • Investigate problems and resolve operational issues. Interact and maintain professional relationship with other groups and financial institutions to efficiently improve workflow and communication.
  • Maintain customer files and required documents in accordance with the established retention and record keeping standards of all Fund Finance Group files and documents.
  • Support any other activities as reasonably assigned by Account Officers / Business Manager, Senior Vice President, and Executive Vice President.
  • Based on changes in the business work environment, job responsibilities can change and removed accordingly. Additionally, this position will perform other duties as required, and participate in special projects as deemed necessary and appropriate by Management.

Skills

Strong communication
Multi-tasking
Office proficiency
Versatility
Flexibility

Education

Bachelor's Degree

Tools

Microsoft Excel
Microsoft Word

Job description

Mitsubishi UFJ Trust and Banking Corporation, New York Branch is seeking a Lead Analyst/Manager in Syndicated Loan Operations to process loan transactions, liaise with agents, and support the Operations/Treasury Group in New York.

The role requires 2–6 years of relevant experience, a Bachelor's degree, strong communication, and proficiency in Excel and Word. You will handle multiple projects, extend work hours as needed, and contribute to continuous process improvements.

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