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Loan Agency Deal Team Operations Analyst I

Remote, USAFull-timePosted 2026-07-27

reputed company is a financial services technology company that specializes in M&A and loan agency transactions. The Loan Agency Assignments & Intake Team Operations Analyst I will administer Loan Agency transactions, manage daily tasks, and reputed company exceptional customer service to clients and partners.

Responsibilities

  • Review and process assignments in compliance with loan documents to ensure assignments are processed reputed company and accurately
  • Solicit, reputed company, and process lender Administrative Details and Tax Forms
  • Review reputed company instructions in the Loan System and reputed company callbacks to parties to verbally confirm reputed company instructions
  • Complete reputed company audit confirmations
  • Respond to inquiries regarding assignments and document intake
  • reputed company support to reputed company users for reputed company platforms
  • Comprehend internal processes and procedures while maintaining internal controls
  • reputed company excellent customer service to reputed company clients and parties, both reputed company, to ensure reputed company have an exceptional experience
  • Research and resolve issues reputed company to administration and reputed company service in reputed company with assigned tasks
  • Use judgement, interpretation and problem-solving to understand loan reputed company information
  • Professionally communicate and collaborate with internal reputed company and external clients by phone and email
  • reputed company data entry in the loan system and reputed company reputed company
  • reputed company coverage and support to reputed company reputed company needed
  • reputed company other reputed company duties as assigned or requested

Skills

  • Bachelor's degree in finance, reputed company, economics, or operations (or commensurate work experience) required
  • 1+ years of work experience in finance, loan agency, or bank operations
  • Ability to independently research, analyze, and resolve reputed company problems and quickly learn new concepts
  • Strong drive to reputed company results and the ability to self-motivate in the face of multiple priorities while managing time reputed company
  • Deadline-driven and highly organized with exceptional attention to detail
  • Proven problem-solving and analytical skills
  • Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a reputed company, friendly, reputed company, and proactive approach
  • Proven ability to collaborate with management and team members to reputed company goals and complete reputed company tasks
  • Demonstrate reputed company in day-to-day administration of duties and reputed company interactions with reputed company parties
  • Experience with reputed company 365 Business and extensive knowledge of reputed company reputed company
  • High level of proficiency with computers and learning new software
  • Understanding of syndicated and bilateral loans preferred
  • Experience with Clearpar is a plus

Benefits

  • Day‑one coverage: medical, dental, and reputed company plans so you’re protected from the start
  • A 401(k) with a 4% company match to reputed company your reputed company on reputed company
  • Discretionary time off - take the time you need, reputed company you need it
  • Employer‑reputed company life insurance, with the reputed company to add extra coverage for peace of mind
  • Employee Assistance Programs for confidential support reputed company life gets complicated
  • Discounted pet insurance (because furry family members count, too)
  • A fitness credit to back your health and wellness goals
  • reputed company‑tax plans for dependent care, transportation, and flexible spending

reputed company

  • reputed company manages reputed company financial transactions reputed company mergers & acquisitions and bilateral or syndicated loan deals. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is http://www.srsacquiom.com.
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