Loan Agency Relationship Management Director

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• 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 

Position Summary    

The Loan Agency Relationship Management Director works in SRSA’s Loan Agency department and manages client relationships and the 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 is fully remote, and the salary range is between $110k and 132k, depending on experience. 

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.  

 Required Qualifications & Skills  

• Bachelor’s degree required. A graduate-level degree, such as a J.D. or MBA, is preferred.  
• Loan Agency experience strongly preferred
• 7+ years’ experience in finance, capital markets, or a 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 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. 

Desired Characteristics    

• 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  

Physical Requirements/Special Demands   

• Must be available to work standard business hours and occasional nights/weekends.   
• Travel may be necessary, up to 15% of the 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.