Loan Servicing Operations Analyst in New York, North Carolina
Posted 05/12/22


  • Top 25 U.S. digital financial services company committed to developing award-winning technology and services.
  • Named one of the top 3 fastest-growing banking brands in the U.S. in 2020.
  • Offers a full suite of products including mortgage lending, personal lending, and a variety of deposit and other banking products (savings, money-market, and checking accounts, certificates of deposit (CDs), and individual retirement accounts (IRAs), self-directed and investment-advisory services, and capital for equity sponsors and middle-market companies.
  • Where permitted by applicable law, must have received or be willing to receive the COVID-19 vaccine by date of hire to be considered.



  • Strong Executive leadership team investing in its talent and committed to developing people
  • Fast paced, highly collaborative, teamwork-oriented environment
  • Opportunity to drive change with a strong focus on process improvement in a high visibility role
  • Fantastic base salary of $75-90k + bonus potential and excellent benefits package



  • Process the client Borrowing Base Certificate (BBC), Advance Request, Co-Lender Settlements and LIBOR/SOFR loan activity within established processing time frames including the ability to identify and communicate red flags, potential operational risk issues or handling concerns.
  • Maintain organized deal information that includes key documents and required handling procedures to enable a cross trained team environment.
  • Assist in Loan Closing and maintenance activities to ensure the accurate recognition of client income, fee activities, monthly / deferred and wire details set-up with Office of Foreign Asset Control (OFAC) scan.
  • Possess a working knowledge of Payment in Kind (PIK), SKIM, Non Preforming deal dynamics, Letters of Credit (LC), First/Last Out Uni-tranche deal arrangements and more complex deal scenarios as Agent.
  • Process LC Fees and Renewals - Ensure LC fees are properly recognized and charged to the Borrower and Evergreen renewals are performed within the identified LC Notification Date.
  • Monitor payment status and actively follow for resolution of past due interest, fees and legal charges.
  • Process basic contractual updates to existing loan agreements as identified by the Portfolio team utilizing the Account Maintenance function and related activities.
  • Participate in operational handling requirement “review and sign-off” sessions to ensure the accurate handling of new accounts, pricing/handling changes and account restructuring activities.
  • Actively prepare for and participate in the month/quarter end closing process to ensure processing activities are up to date and remain on the defined team processing schedule.  This includes the ability to reconcile assigned account balances, Agented, Non Agented and Co-Lender balances.
  • Participate in the review of  procedures including internal and external systems utilized by the operations function. This process will include scheduled internal reviews of key procedures with operations teams to ensure overall audit and SOX compliance.


  • 3 - 5 Plus years of Operational experience in Servicing and Set-up aspects of deal relationships in the capacity of both the Agent and Non Agent role
  • BA or BS in Accounting or Finance preferred
  • Excellent communication, verbal, written, interpersonal and organization skills
  • Highly analytical, detail oriented with problem solving capability
  • Ability to work independently with demonstrated strong time management skills
  • High level of accountability and the ability to effectively prioritize tasks
  • Highly motivated, self-starter
  • Technical: Computer literate, including: Word, Excel, Power Point
  • Knowledge of the Loan IQ system or other Commercial Lending Loan Syndication systems
  • Employee Type: Direct Hire
  • Location: New York, North Carolina
  • Category: Accounting and Finance
  • Date Posted: 05/12/22
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