Loan Agency Payment Team, Operations Analyst

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 Operations Analyst I, Loan Agency Payments Team works in SRSA’s Loan Agency department and is responsible for payments, payment reconciliation and any required or requested reporting, answering inquiries, and performing other related tasks. Serve as a contact for clients, lenders and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management. This position can reside in Denver, CO or Minneapolis, MN.

The salary range for this position is $55,000 - $65,000

Responsibilities

• 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.
• Complete quarterly reconciliation for annual tax reporting.
• Responds to inquiries related to the creation, review, or status of payments.
• 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 banking platform, loan system and Microsoft Excel.
• Provide coverage and support to the team, when needed.
• Perform other related duties as assigned or requested.

Minimum Qualifications & 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.
• Familiarity with wire domestic and international wire instructions is preferred.
• 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 day-to-day administration of duties and all interactions with internal and external parties.
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel.
• High level of proficiency with computers and learning new software.