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Loan Agency Relationship Management Director (Beth Cesari)

Denver, Colorado, United States

About SRS Acquiom 

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done. 

Since 2007, we’ve brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down. 

Today, we deliver a unified system of solutions — virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together. 

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets. 

If you’re looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you! 

A few benefits our employees enjoy 

  • Comprehensive benefit plans (medical/dental/vision) starting on day 1 
  • 401(k) with 4% matching 
  • Discretionary time off 
  • Discretionary bonus incentive 
  • Fitness credit 
  • Several pre-tax plans (dependent care, transportation, flexible spending) 
  • Transportation reimbursement for qualified positions 
  • Benefits reimbursement 

Loan Agency Relationship Management Director Position Summary 

The Loan Agency Relationship Management Director works in SRSA’s Loan Agency department and manages client relationships and daily administration of assigned Loan Agency accounts. Serves as the main point of contact with the borrower, lenders, professionals, and other internal and external service partners. Manage daily administration of assigned transactions, including the delivery of exceptional service to all parties and ensuring all internal controls are met.  

This position can be hybrid and reside in Denver, CO, Minneapolis, MN or be fully remote.  

The salary range for this position is between $110k - $132,000k, depending on level of experience. 

Loan Agency Relationship Management Director Primary Responsibilities  

  • Maintain a working knowledge of all transactions and deal related documents for assigned accounts.  
  • Responsible for the administration of assigned accounts in accordance with the terms of the related documents. This includes all payments, notices, compliance deliverables and other duties assigned in the documents.  
  • Research and resolve issues related to administration and client service in connection with assigned accounts.  
  • Review, comment and negotiate transaction agreements for assigned accounts.  
  • Work with clients, attorneys, financial advisors, lenders, service providers - both internal and external - to structure and close assigned transactions in a timely and efficient manner.  
  • Comprehend and maintain internal controls and work with management to identify opportunities to enhance our control environment. 
  • Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience.  
  • Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.  
  • Mentor junior team members and provide coverage and support to the team as a whole when needed.  
  • Perform other related duties as assigned or requested.  

Loan Agency Relationship Management Director Required Qualifications & Skills  

  • Bachelor’s degree required. Graduate level degree, such as a J.D. or MBA, preferred.  
  • 7+ years’ experience in finance, capital markets or law firm.  
  • Prior experience reading, analyzing, and interpreting legal documents. 
  • 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. 

Loan Agency Relationship Management Director Desired Characteristics  

  • Positive attitude 
  • Collaborative 
  • Operates with highest integrity and attention to detail 
  • Self-motivated 
  • Ability to prioritize and multi-task  
  • High attention to detail, accuracy and thoroughness  

Loan Agency Relationship Management Director Physical Requirements/Special Demands 

  • Must be available to work standard business hours, and occasional nights/weekends.   
  • Travel may be necessary, up to 15% of year, and may not be scheduled in advance.  

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without advanced notice.  

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc.  assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources. 

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