Syndicated Loans Ops Specialist

eClerx; Raleigh (NC); On-site; USD 60,000 - 85,000; Full time

Job summary

eClerx is seeking a team-oriented Syndicated Loans Ops Specialist in Raleigh/Charlotte, NC for full-time entry-to-mid level operations work. The role involves loan syndication understanding, client service, and liaison across Front, Middle & Back Office.

The candidate will handle trade support, participation servicing, agency servicing, and mortgage warehouse/whole loan operations with attention to accuracy and process discipline.

Qualifications

• Experience in banking/financial services operations or similar.
• Familiarity with syndicated loans, trade settlements, or cash reconciliation preferred.
• Proficiency in MS Office and data handling.

Responsibilities

• Process daily transactions across Trade Support and related cash operations.
• Manage life cycle events for participatory loans and agency servicing.
• Perform trade closing, settlements, and cash reconciliation with accuracy and timeliness.
• Identify discrepancies and escalate to senior staff when needed.
• Adhere to SOPs, checklists, and documentation standards.

Skills

Banking operations

Syndicated loans

MS Office

Education

Bachelor's Degree

Tools

LoanIQ

ClearPar

Job description

Job Description

Syndicated Loans Ops Specialist

Location: Raleigh, Charlotte North Carolina, United States

Type: Full-time

Job Summary

eClerx is seeking a team-oriented Loans operations candidates to join our team. Ideal candidate should have an understanding of syndicated loans business and associated client service. Our operations professionals help build and handle the syndicated loan products, processes and services. The candidate will be expected to liaise with internal & external colleagues & clients across all areas including Front, Middle & Back Office.

Scope of Work

• Trade Support - Support the growing trade operations; manage the trade life cycle from pre-closing to settlements, including block allocation, zero share activity, and related cash operations.
• Participation Servicing - Manage life cycle events for participatory loans; provide services to manage mailbox, process incoming notices, and related cash operations.
• Agency Servicing - Scale agency servicing operations; provide services to manage notices, mailbox communication, and related cash operations.
• Support residential mortgage warehouse and whole loan operations, including loan setup, trade support, funding, settlements, and related cash/reconciliation activities.

Responsibilities

• Process daily transactions across Trade Support - trade life cycle from pre-closing to settlements, including block allocation, zero share activity, and related cash operations.
• Perform Participation Servicing activities - manage mailbox, process incoming notices, and execute related cash operations for participatory loans.
• Support Agency Servicing - process notices, handle mailbox communication, and perform related cash operations.
• Perform trade closing, settlements, and cash reconciliation activities with accuracy and within agreed timelines.
• Identify and elevate discrepancies, breaks, and exceptions to senior analysts/managers in a timely manner.
• Adhere to defined SOPs, checklists, and quality/control frameworks; maintain complete and accurate documentation.

Eligibility Requirements

Minimum Qualifications

• 1 to 5 years of experience in banking/financial services operations; exposure to syndicated loans, trade settlements, or cash reconciliation preferred.
• Good understanding of financial markets concepts and willingness to build expertise in loan syndication.
• Good logical and quantitative abilities with strong attention to detail.
• Working knowledge of MS Office (Excel, Word, Outlook).

Preferred Qualifications

• Ability to manage and complete assigned tasks with minimal supervision once trained.
• Ability to work in a fast-paced, deadline-driven environment and prioritize effectively.
• Exposure to loan platforms (e.g., LoanIQ/ClearPar) and automation/RPA tools preferred.
• Willingness to continuously learn, upgrade skills, and stay relevant to business demands.
• Good interpersonal and communication skills – ability to work effectively with team members, supervisors, and client counterparts.

Education Qualification

• Bachelor’s Degree or equivalent professional experience
• Current subject matter experience or prior training experience

About EClerx

eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.

The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.

For more information, visit www.eclerx.com

You can also find us on:
https://www.linkedin.com/company/eclerx/
https://www.indeed.com/cmp/Eclerx/about
https://www.glassdoor.com/eClerx

eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here