Loan Servicing Specialist

About the Company The successful candidate will be an experienced, energetic, and contributing member of a highly driven group of professionals focused on settlements, Loan and CLO Operations. This person will work as a part of a dynamic team in a rapidly growing Leveraged Loan and CLO trading environment. The individual is expected to possess strong problem solving and analytical skills, as well as a thorough understanding of leveraged loan and CLO operations.

About the Role The individual will be responsible for various loan administration tasks and will support the settlement process of loan syndications, secondary loan trades, CLO’s, and restructures. Responsibilities Complete various loan administration tasks, including trade processing, loan reconciliations, and trade settlement. Assist Trustees, Loan Administrators, Legal, Tax, and Compliance with regards to trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives.

Communicate effectively with traders/business partners at all levels and build strong working relationships. Support the settlement process of loan syndications, secondary loan trades, CLO’s, and restructures, including funding and documentation matters. Research and respond to ad-hoc inquiries on discrepancies – position breaks, price.

Ensure adherence to compliance and regulatory requirements. Reconciliation in BBG Aim for Bank loans & Leverage Loans. Work directly with IT or vendors to resolve any technical issues.

Ensure all process and audit trail documentation is up-to-date at all times. Perform yearly SOP review and process documents. Conduct process enhancement forums within team.

Actively provide input to and implement process improvements. Identify, escalate, and thereby proactively manage delivery risks. Maintain and provide timely and accurate MI of process performance and risk.

Required Skills Leveraged Finance & Capital Markets Operations The person should have 7years to 10 years of expirence Strong understanding of leveraged finance products, loan syndications, and settlement processes Experience with cash reconciliations, position tracking, and investment portfolio operations Knowledge of credit agreement structures, covenant monitoring, and restructure processing Preferred Skills CLO & Loan Operations Knowledge (Optional) Experience with CLO reporting and investor deliverables Familiarity with syndicated loan structures, facility agreements, and agent bank operations Understanding of loan servicing activities including drawdowns, repayments, amendments, and restructures