Treasury & Loan Servicing Analyst

Broadstreet Impact Services; Chicago (IL); On-site; USD 68,000 - 80,000; Full time

Job summary

A financial services provider in Chicago is seeking a detail-oriented Loan Servicing & Treasury Analyst to manage loan servicing and treasury operations. The role involves accurate loan onboarding, reconciliations, and cash transactions. Candidates should have at least 3 years of relevant experience, preferably in financial services. A degree in finance or accounting is required. The position offers a salary range of $68,000–$80,000 depending on experience, and eligibility for a performance-based annual bonus.

Qualifications

• Minimum of 3 years loan servicing or treasury experience.
• Experience in the mortgage/financial services industry is a plus.
• Strong reasoning skills and independent decision-making capability.

Responsibilities

• Support loan servicing and treasury operations.
• Process borrower invoicing and payments.
• Timely onboarding of new loans.

Skills

Loan servicing experience

Treasury operations

Customer service

Strong communication skills

Analytical thinking

Education

Associate’s or Bachelor’s degree in finance or accounting

Tools

Loan servicing software

Treasury portal software

Spreadsheets

Job description

Broadstreet Impact Services is an impact financial services company with two connected businesses: fund services and fund management. We support impact investing, where funds pursue financial returns and measurable real-world outcomes. We provide fund administration and operational support to fund managers and manage select investment vehicles directly, including private loan funds and a specialized tax credit investing platform (the federal New Markets Tax Credit program). Across our platform, we manage about $500M in assets through funds we operate and oversee, and we administer about $1.9B in assets under administration for clients.

The Role

Broadstreet Impact Services is seeking a detail-oriented Loan Servicing & Treasury Analyst to support the execution of loan servicing and treasury operations across Broadstreet and its managed entities. This role is a hands‑on analyst position responsible for accurate loan onboarding, servicing, reconciliations, and day‑to‑day treasury activities.

The Analyst will support Broadstreet’s loan portfolio by processing borrower invoicing and payments, maintaining loan records in the servicing platform, responding to loan-related inquiries, and assisting with treasury cash transactions and reporting. This role works closely with senior team members and is ideal for someone who thrives in a structured, detail‑driven environment and is looking to deepen their experience in financial operations.

Compensation

The base salary range for this role is $68,000–$80,000, commensurate with experience and qualifications. This position is also eligible for a discretionary annual bonus.

What You'll Do

Loan Servicing

• Become a primary Loan Administrator for Broadstreet’s loan portfolio.
• Timely and accurate onboard of all assigned new loans in servicing platform including setting up payment schedules for complex loans and identifying and communicating issues with loan terms and variances during loan schedule setup.
• Onboarding and offboarding of all assigned loans into Broadstreet’s loan servicing platform, NewDL, timely and accurately. Obtaining loan closing information from appropriate parties.
• Performing daily loan payment processing and reconciliations of assigned loan activity, monthly invoicing to borrowers for debt service and fees.
• Building and maintaining expertise and understanding of Broadstreet’s loan portfolio and servicing process.
• Provide high-level customer service to borrowers, clients, and internal team members by responding to inquiries and requests within 24 hours and troubleshooting issues, and independently resolving and responding to field requests.
• Preparation and review of periodic loan process exception reports, delinquency reports, and other reports to communicate portfolio performance, borrower issues, and other key metrics to management to ensure the accuracy of transactions processed by loan servicing.

Treasury

• Assist in execution of daily cash transactions including wire and ACH processing for outgoing payments, loan disbursements, distributions, investment execution as well as tracking of incoming capital calls and borrowings and other cash movements.
• As the primary inputter and secondary approver of outgoing cash activity in Broadstreet’s treasury portals, ensure requests follow processing requirements and are clear, well documented, and properly approved by necessary individuals before inputting for approval.
• Helping to open and close bank accounts for Broadstreet and managed entities including operating, reserve, and other controlled bank accounts. Ensure accounts are opened and closed following Broadstreet requirements.
• Assist in the management of bank treasury portals and maintain relationships with banking contacts and outside service providers.
• Address all treasury requests timely and professionally.
• Maintain open communication between Treasury/Loan Servicing and other departments.
• Understand and adhere to Broadstreet’s treasury internal control requirements continuously.

Other Responsibilities

• Respond to and deliver on special projects, research or analysis as assigned.

Qualifications

• Minimum of 3 years loan servicing or treasury experience; 3+ years of experience in the mortgage/financial services industry, a plus.
• Associate’s or Bachelor’s degree in finance or accounting, other degrees considered; will consider a combination of education and experience for the right candidate.
• Strong reasoning skills and Independent decision-making capability.
• Experience with loan servicing software and processes.
• Treasury portal and software, spreadsheet, and database experience.
• Strong mathematical skills with ability to apply them to loan-related calculations such as interest accruals, discounts/premiums, loan participations, etc.
• Strong customer service, and communication skills.
• Independent worker and analytical thinker who can conduct research, analyze data, and resolve complex problems.
• Knowledge of automated accounting systems and procedures preferred.
• The desire to learn, take on new projects, and advance current skills.
• Ability to establish and maintain effective working relationships with supervisors, co‑workers, and outside business professionals.
• Strong attention to detail.

Equal Employment Opportunity Statement

Broadstreet Impact Services provides equal employment opportunities to all employees and applicants for employment and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, veteran status, or any other status protected by applicable law. In addition to federal law requirements, Broadstreet complies with applicable state and local laws governing nondiscrimination in every location where the company operates.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, benefits, training, discipline, and termination. Broadstreet expressly prohibits harassment or discrimination based on any protected characteristic. Conduct that interferes with an employee’s ability to perform their job or creates an intimidating, hostile, or offensive work environment will not be tolerated and may result in disciplinary action, up to and including termination.