Loan Agency Relationship Associate

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 counsels. Our top-tier team has supported more than 6,300 deals with $775B in aggregate value including high-profile transactions such as Coca Cola Corporation’s acquisition of Body Armor, Pfizer’s acquisition of ReViral Limited, and Intel’s acquisition of Granulate Cloud Solutions. 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 Loan Agency Relationship Associate works in SRSA’s Loan Agency department and manages client relationships and daily administration of assigned Loan Agency accounts. Serves as a contact for borrowers, lenders, professionals, and other internal and external service partners. Manage daily administration of assigned accounts in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

This position is a Hybrid role based in Denver, CO.

The salary range for this position is between $65k and $75k, depending on level of experience.

Primary Responsibilities 

• Maintain a working knowledge of all transactions in assigned loan portfolio. 
• Assist Loan Agency Relationship Managers with deal closings and terminations.
• Coordinate KYC solicitation for new transactions.
• Perform ongoing deal administration for assigned portfolio. Duties may include processing payments, tickler management, collateral reviews, invoicing, responding to inquiries, reporting, and other related items.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. Includes professional communication and collaboration with internal groups and external clients by phone and email.
• Use best judgement, interpretation, and problem-solving skills to understand loan documentation and resolve issues.
• Comprehend internal processes and procedures and maintain internal controls.
• 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 in finance, accounting, economics or operations (or commensurate work experience) required. 
• 4+ years’ experience in finance, loan agency or bank operations.
• Understanding of syndicated and bilateral loans required. 
• Prior experience reading, analyzing, and interpreting legal documents.
• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts. 
• Deadline-driven and highly organized with exceptional attention to detail.
• Strong drive to achieve results and the ability to self-motivate in the face of 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 highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multi-task
• High attention to detail, accuracy and thoroughness

A few benefits our employees enjoy

• Comprehensive benefit plans (medical/dental/vision) starting on day 1
• 401(k) with 4% matching
• Discretionary time off
• Fitness credit
• Several pre-tax plans (dependent care, transportation, flexible spending)
• Transportation reimbursement
• Benefits reimbursement

Physical Requirements/Special Demands

• Must be available to work standard business hours, and occasional nights/weekends. 
• Must be able to work in an open office environment.
• Travel may be necessary, up to 5% 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.