Loan Agency Payments Manager

About SRS Acquiom

At SRS Acquiom, our focus is on simplifying complex transactions in M&A and in the Loan Agency markets. Since 2007, we have been continuously innovating to solve issues for some of the industry’s most sophisticated buyers, sellers, borrowers, lenders, and counsel. Our top-tier team has supported more than 6,000 deals with $565B in aggregate value including high-profile transactions such as Google’s acquisition of Nest, Facebook’s acquisition of Oculus and Yahoo’s acquisition of Tumblr. We are looking for extraordinary people to help drive our continued success. If you are looking to join a growing, entrepreneurial environment in an established company, we want to hear from you!

Position Summary

The Manager, Loan Agency Payments Team works in SRSA’s Loan Agency department and manages our Operation Analysts (“Payments Team”) that are responsible for payments, payment reconciliation, tax review and validation and any required or requested reporting, including tax reporting.

The target salary range is $90,000 - $105,000

Responsibilities

Manage Payments Team that have the following duties:

• Create and review all payments for Loan Agency (ad hoc, payment uploads for scheduled payments, wires for fundings).
• Reconcile bank accounts across multiple banking platforms
• Generate required and requested reports for internal and external parties related to payments and tax reporting data.
• Review & validate deal-level tax reporting data throughout the year to reconcile, generate, deliver and file year-end tax forms.
• Complete quarterly reconciliation for annual tax reporting.
• Respond to inquiries related to tax documents, tax reporting and payments.
• Assign payment creation and reviews to the Payments Team for all deals within Loan Agency.
• Ensure all daily functions and tasks of the Payments Team are performed accurately and timely.
• Review and sign off on required reporting sent to external parties, and the quarterly reconciliation for annual tax reporting.
• Train new hires within the Payments Team on SRSA’s Loan Agency process and procedures and delivering ongoing training.
• Ensure training materials related to the Payments Team are kept current.
• Provide hands-on assistance and coverage to support the Payments Team, when needed.
• Mentor, set career development goals and conduct routine performance reviews with direct reports.
• Identify process improvements to enhance the customer experience, exceed SLAs, improve efficiency, and mitigate risk.
• Perform other related duties as assigned or requested.

Minimum Qualifications & Skills

• 3+ years of experience in operations, preferably in the financial services industry.
• 3+ years of Management experience.
• 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.