Loan Agency Assignments & Intake Operations Analyst I

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 Assignments & Intake Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a point of 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 is a hybrid position based in Denver, CO, or Minneapolis, MN. 

The hourly rate for this position ranges from $26.62 to $31.97 ($ 55,375 to $ 66,500), depending on the experience level.

Primary 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.

 Required 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.
• Understanding of syndicated and bilateral loans 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 the day-to-day administration of duties and all interactions with internal and external parties.
• Experience with Clearpar is a plus.
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel.
• 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 able to work on-site in Denver or Minneapolis in a hybrid schedule.
• Work demands may require more than 40 hours a week.
• Ability to work in a fast-paced environment and juggle multiple priorities.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

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.