SRS Acquiom is a financial services technology company that specializes in M&A and loan agency transactions. The Loan Agency Assignments & Intake Operations Analyst I will administer loan agency transactions, manage client inquiries, and ensure compliance with loan documents while providing exceptional customer service in a fast-paced environment.
Responsibilities
- Review and process assignments in compliance with loan documents to ensure timely and accurate processing
- Solicit, track, and process lender Administrative Details and Tax Forms
- Review wire instructions in the Loan System and perform callbacks to parties to verbally confirm wire instructions
- Complete all audit confirmations
- Respond to inquiries regarding assignments and document intake
- Provide support to internal and external users for SRS Acquiom platforms
- 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 judgment, 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 the loan system and Microsoft Excel
- Provide coverage and support to the team when needed
- Perform other related duties as assigned or requested
Skills
- Bachelor's degree in finance, accounting, 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 complex problems and quickly learn new concepts
- Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently
- 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 the day-to-day administration of duties and all interactions with internal and external parties
- High level of proficiency with computers and learning new software
- Understanding of syndicated and bilateral loans preferred
- Experience with Clearpar is a plus
- Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel
- Positive attitude
- Collaborative
- Operates with the highest integrity and attention to detail
- Self-motivated
- Ability to prioritize and multitask
- High attention to detail, accuracy, and thoroughness
Benefits
- Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
- A 401(k) with a 4% company match to keep your future on track Discretionary time off - take the time you need, when you need it
- Employer‑paid life insurance, with the option to add extra coverage for peace of mind
- Employee Assistance Programs for confidential support when life gets complicated
- Discounted pet insurance (because furry family members count, too)
- A fitness credit to back your health and wellness goals
- Pre‑tax plans for dependent care, transportation, and flexible spending
Company Overview
SRS Acquiom manages complex financial transactions within 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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