Operations Specialist (Level III)

Job description

• Primarily responsible for perfecting bank's Financial Booking.
• Responsible for accurate set-up and maintenance of billing schedules, pricing options, and all other client record and indicative data.
• This role will be responsible for data accuracy and timely completion of the booking and funding process.
• Responsible for the Financial Booking of commercial Bilateral deals.
• Role will also require funding to client once deal has been booked.
• Timeliness and Accuracy are key to the success of this role function.
• Responsible for ensuring accurate and timely processing of complex loan administration transactions in accordance with established policies, processes and procedures.
• Interacts with Document Administrators to ensure efficient, high quality loan processing.
• Duties include booking loans, payment administration, loan system reconciliation, and quality review.
• Must be detail oriented and be able to read and understand loan documents.
• Must build and maintain a strong relationship with Business Partners.
• Works with limited supervision.

Required Skills

• Must have credit agreement or legal documentation knowledge
• Must have previous banking experience

Desired Skills

• One to Two years previous Financial Booking knowledge
• Commercial Loan Knowledge
• Loan IQ experience (preferred)
• Ability to work independently with little management supervision
• Exceptional communication skills (both verbal and written)
• Ability to communicate with attorneys and internal business partners
• Microsoft excel skills a plus
• Bachelor’s Degree (preferred)