Loan Specialist

Job Title: Middle Office Specialist - Trade Settlement - Contract

Location: Dallas, TX

Onsite Requirement: 2 days per week

Pay: $22hr to $24.80hr depending on experience level

Skills Required:

• Intermediate/Expert level Excel (v-lookups, pivot tables, etc.)

• Proficiency in syndicated loans processing

Position Summary: Providing excellent customer service, and managing loan settlement services for our growing client base. This role involves collaboration with portfolio managers, custodians, and agent banks while adhering to strict deadlines and targets.

Duties and Accountabilities:

• Oversee client portfolio(s)/Agency trades in loan Trade Closing outsourcing services

• Proactively manage and communicate with internal and external clients

• Manage counterparty expectations and review primary/secondary par and distressed trade documentation

• Coordinate trade closings among clients, counterparties, and agents, including legal counsel involvement for distressed and/or participations

• Review trade documents for discrepancies prior to settlement using third-party systems

• Manage outstanding trades and maintain comments per client expectations

• Deliver closing packets to custodians and clients before stated deadlines

Education and Experience:

• 3+ years of syndicated bank loan settlement/management experience preferable

• Knowledge of par and distressed loans and their documentation

• Familiarity with trade fee calculations

• Ability to read and interpret credit agreements

• Experience with ClearPar/VTS/Markit WSO systems a plus

Pay Details: $22.00 to $24.80 per hour
Search managed by: Riley Grubbs
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.