Loan Agency Deal Team Operations Analyst I (MN)

$55,370 - $66,498/Yr

Srs Acquiom - Minneapolis, MN

Full-time

Minneapolis, MN

About the position

The Loan Agency Deal Team Operations Analyst I plays a crucial role in the Loan Agency department at SRS Acquiom, a leading disruptor in the financial services technology space. This position is responsible for administering Loan Agency transactions, which encompass a variety of tasks including setting up new loans, calculating payments, setting rates, and addressing inquiries from clients and service partners. The analyst will manage the daily administration of assigned tasks in a fast-paced environment, requiring exceptional customer service skills and a keen awareness of internal controls and risk management. This role can be hybrid, preferably located in the Denver, CO or Minneapolis, MN area, and offers an hourly rate between $26.62 and $31.97, translating to an annual salary range of approximately $55,375 to $66,500. In this position, the analyst will be responsible for setting up new deals on the Loan System and creating and maintaining transaction documents that facilitate the ongoing administration of loan transactions. They will generate and send notices to borrowers and lenders regarding upcoming payments, fundings, rate sets, and conversions. Additionally, the analyst will maintain the loans in the loan system, making necessary updates, and will terminate deals on the loan system when loans mature. Responding to inquiries from both internal and external parties regarding loans is a key responsibility, as is comprehending internal processes and procedures while ensuring adherence to internal controls. The analyst will provide excellent customer service to all clients and parties involved, ensuring an exceptional experience for everyone. They will also research and resolve issues related to administration and client service in connection with their assigned tasks. Effective communication and collaboration with internal groups and external clients via phone and email are essential. Data entry in the loan system and Microsoft Excel will also be part of the daily responsibilities, along with providing coverage and support to the team as needed. Other related duties may be assigned as required.

Responsibilities

• Set up new deals on the Loan System and create and maintain transaction documents that assist with the ongoing administration of the loan transactions.
• Generate and send notices to the borrower and lenders regarding upcoming payments, fundings, rate sets and conversions, etc.
• Maintain the loans in the loan system and make necessary updates as needed.
• Terminate deals on the loan system when the loan matures.
• Respond to inquiries from internal and external parties regarding the loan.
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience.
• Research and resolve issues related to administration and client service in connection with assigned tasks.
• Use judgement, interpretation and problem-solving to understand loan related information.
• Professionally communicate and collaborate with internal groups and external clients by phone and email.
• Perform data entry in loan system and Microsoft Excel.
• Provide coverage and support to the team, when needed.
• Perform other related duties as assigned or requested.

Requirements

• 3+ years of experience in operations, preferably in the financial services industry.
• Management experience a plus.
• 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 responsive, friendly, professional, and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks.
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties.
• High level of proficiency with computers and learning new software.

Benefits

• 401(k) with 4% matching
• Dental insurance
• Flexible spending account
• Health insurance
• Vision insurance