Loan Agency Relationship Associate

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    

As a Loan Agency Relationship Associate I, you’ll play a key role in SRSA’s Loan Agency team by supporting sophisticated lending transactions, strengthening client relationships, and ensuring smooth day-to-day administration of syndicated and bilateral loans. This is a dynamic, fast-paced role where your attention to detail, communication skills, and problem-solving abilities directly influence client satisfaction and operational excellence.

Location: This is a hybrid position based in our Denver, CO or Arden Hills, MN office.

Compensation: The salary range for this position is $63k-$75k, depending on experience level.

Primary Responsibilities 

You will become an expert on your portfolio by developing a strong understanding of each transaction in your assigned loan portfolio and serve as a trusted point of contact for borrowers, lenders, internal teams, and external partners. You will support major deal activity by assisting Relationship Managers with new deal closings, amendments, and terminations while coordinating KYC requirements for new transactions and onboarding new clients smoothly. You will own the daily administration by managing payment processing, reporting, invoicing, collateral reviews, and tickler tracking.

• Maintain a working knowledge of all transactions in the assigned loan portfolio. 
• Assist Loan Agency Relationship Managers with deal closings and terminations.
• Coordinate KYC solicitation for new transactions.
• Perform ongoing deal administration for the assigned portfolio. Duties may include processing payments, tickler management, collateral reviews, invoicing, responding to inquiries, reporting, and other related items.
• Independently tackles more complex transactions, tasks, and reporting responsibilities.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure an exceptional experience. This includes professional communication and collaboration with internal groups and external clients by phone and email.
• Use best judgment, interpretation, and problem-solving skills to understand loan documentation and resolve issues.
• As requested, assist with training and mentoring other team members. May be appointed to a team lead role.
• Comprehend internal processes and procedures and maintain internal controls. Work with Loan Agency management to identify opportunities to enhance our control environment.
• Provide coverage and support to the team as a whole when needed. 

 Required Qualifications & Skills

• A bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) is required. 
• 4+ years of experience in finance, loan agency, or bank operations.
• A comprehensive understanding of syndicated and bilateral loans is required. 
• Prior experience reading, analyzing, and interpreting legal documents.
• Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts with limited oversight or assistance. 
• Deadline-driven and highly organized with exceptional attention to detail.
• Strong drive to achieve results and the ability to self-motivate despite multiple priorities while managing time efficiently. 
• 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. 
• 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

** 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. 

^{Must be very adept at basket weaving}