Loan Agency Relationship Associate I

About SRS Acquiom

SRS Acquiom is a leading disruptor in the financial services technology space with a long track record of consistent growth, profitability, and innovation. Since the Company was founded in 2007, they have had a tremendous impact on how Mergers and Acquisitions (M&A) and Loan Agency transactions are completed globally. Today, SRS Acquiom offers a comprehensive suite of services that include virtual data rooms, escrow, payment administration, shareholder representation, and administrative and collateral agent. This world-class platform has become the go-to solution for many of the world’s largest and most successful companies as they manage and simplify complex transactions in the global M&A and Loan Agency markets.

In the 15 years since the Company was founded, SRS has supported more than 7,900+ deals with $800B 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. In the same time, they’ve added a blue-chip private equity ownership base, and today they boast an impressive investor base, including Foundry, NorWest, Revolutions, and LMP.

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!

Loan Agency Relationship Associate IPosition Summary

The Loan Agency Relationship Associate I 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 can be hybrid, preferably in Denver, CO or Minneapolis, MN.

The salary range for this position is between $63k - $69k, depending on level of experience.

Loan Agency Relationship Associate IPrimary 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.
• Independently tackles more complex transactions, tasks, and reporting responsibilities.
• 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.
• Assist with training and mentoring other team members, as requested. 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. 
• Perform other related duties as assigned or requested. 

Loan Agency Relationship Associate IRequired Qualifications & Skills

• Bachelor’s degree in finance, accounting, economics or operations (or commensurate work experience) required. 
• 4+ years of experience in finance, Loan Agency or bank operations.
• Comprehensive 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 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 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.

Loan Agency Relationship Associate IDesired 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

Loan Agency Relationship Associate I 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.

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

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.