Loan Agency Assignments and Intake Team Operations Analyst I

About SRS Acquiom 

SRS Acquiom is a leading disruptor in the fintech 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. A few

Position Overview

The Loan Agency Assignments & Intake Team Operations Analyst 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.   

The pay range for this position is between $26.62/hr - $31.97/hr ($55,375k - $66,500k), depending on level of experience. This position is eligible for a 10% bonus. 

Location in Denver or Minneapolis is required.

What You'll Do

• 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.  
• 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.   
• Perform data entry in loan system and Microsoft Excel.   

Who You Are

• 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.
• Located in Denver or Minneapolis  
• Understanding of syndicated and bilateral loans strongly preferred.   
• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts.   
• Deadline-driven and highly organized with exceptional attention to detail.  
• Proven problem-solving and analytical skills.  
• Proven ability to collaborate with management and team members to align goals and complete all tasks.   
• Experience with Clearpar is a plus.   
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel.  

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.