The Associate will be responsible for all onboarding, data research, and processing functions on the Loan Operations Team, gaining exposure to the financial market and interacting with clients
Job Summary
The Associate will be responsible for all onboarding, data research, and processing functions on the Loan Operations Team, gaining exposure to the financial market and interacting with clients.
Responsibilities include reviewing onboarding documentation, creating and maintaining entity identifiers, managing user and trade accounts, and assisting clients with self-service functionalities.
The company offers a comprehensive benefits package including health and wellness, flexible downtime, continuous learning resources, and investment in the future.
Matching Summary
The Associate will be responsible for all onboarding, data research, and processing functions on the Loan Operations Team, gaining exposure to the financial market and interacting with clients.
Skills & Requirements
Must-have
Loan Platforms Account Services
Syndicated loan market
Onboarding documentation review
Entity identifier maintenance
User and trade account management
Client support and issue resolution
Nice-to-have
Positive proactive attitude
Customer service experience
Agile workforce capability
Continuous improvement mindset
Key Requirements
Bachelor's Degree or equivalent work experience
Fluent English speaking, reading, and writing
Ability to handle stressful customer situations
Organize and prioritize complex issues
Proficient PC skills, especially Microsoft Word and Excel
1-3 years financial/syndicated loan industry experience preferred