Loan Agency Assignments And Intake Team Operations Analyst I

About SRS Acquiom  

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done.

Since 2007, we’ve brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down.

Today, we deliver a unified system of solutions — virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together.

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets.

If you’re looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you!

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

Loan Agency Assignments & Intake Team Operations Analyst I Position Summary 

The Loan Agency Assignments & Intake Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a contact for clients, lenders and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.  

This hybrid position must reside in or close to Minneapolis, MN.   

The hourly rate for this position is between $26.62/hr and $31.97/hr ($55,375k - $66,500k), depending on level of experience. 

Loan Agency Assignments & Intake Team Operations Analyst I Primary Responsibilities  

• Review and process assignments in compliance with loan documents to ensure assignments are processed timely and accurately. 

• Solicit, track and process lender Administrative Details and Tax Forms. 

• Review wire instructions in Loan System and performs callbacks to parties to verbally confirm wire instructions. 

• Complete all audit confirmations. 

• Respond to inquiries regarding assignments and document intake.  

• Provide support to internal and external users for SRS Acquiom platforms. 

• Comprehend internal processes and procedures while maintaining internal controls.  

• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience.  

• Research and resolve issues related to administration and client service in connection with assigned tasks.  

• Use judgement, interpretation and problem-solving to understand loan related information. 

• Professionally communicate and collaborate with internal groups and external clients by phone and email.  

• Perform data entry in loan system and Microsoft Excel.  

• Provide coverage and support to the team, when needed. 
   
• Perform other related duties as assigned or requested.  

Loan Agency Assignments & Intake Team Operations Analyst I Required Qualifications & Skills  

• Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required.  

• 1+ years of work experience in finance, loan agency or bank operations. 

• Understanding of syndicated and bilateral loans preferred.  

• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts.  

• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently.  

• Deadline-driven and highly organized with exceptional attention to detail. 

• Proven problem-solving and analytical skills. 

• 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.  

• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties.  

• Experience with Clearpar is a plus.  

• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel. 
   
• High level of proficiency with computers and learning new software. 

Loan Agency Assignments & Intake Team Operations Analyst I 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 

Loan Agency Assignments & Intake Team Operations Analyst I Additional Requirements 

• Must be able to work on-site in Denver or Minneapolis in a hybrid schedule. 

• Work demands may require more than 40 hours a week. 
  
  
• Ability to work in a fast-paced environment and juggle multiple priorities. 

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.