Ops Professional MKTS - Loan Trading Desk

$75,000 - $85,000 yearly
  • The Resume Review - Recruiting Department
  • Charlotte, NC, USA
  • Sep 19, 2022
Full time Accounting Finance

Job Description

Job description
LOB Specific Description:
Global Market Loan Operations provides settlements and services for secondary loan trade closings relating to corporate investor clients.
 
Responsibilities:
  • Confirmation of loan documentation for accurate trade settlements
  • Validation of loan commitments, interest payments, and fee payments
  • Manage periodic rate changes, rate rollovers, advances, collateral, invoicing, repayments, and other loan agreement inquiries
  • Report monitoring and reconciliations
  • Input wire instructions while attending to dual controls
  • Analysis and resolution of operational problems
  • Involvement in ad hoc projects for new processes or industry initiatives
  • Breaks investigation and resolution
  • End to end processing of loans with accurate data input into various credit and operating systems
 
Required Skills: (Must have these skills to be minimally qualified)
  • Strong Microsoft Office Skills: Excel, Word, Outlook
  • Presentable, confident and client focused.
  • Client facing experience or ability to conduct discussions with Clients in a confident manner.
  • Risk minded - able to identify issues and escalate to management.
  • Ability to work under pressure in a team environment during critical funding periods.
  • Works well in a team environment and maintains focus to achieve the goals of the business.
  • Strong attention to detail and analytical skills.
  • Ability to interact positively and effectively with all levels of management and associates.
  • Strong written/oral communication skills.
  • Shares knowledge with others.
  • Ability to multi-task and shift priorities at a moment's notice.
  • Strong organizational and time management skills.
 
Other Qualifications:
  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.
 
Enterprise Role Overview:
Provides technical and analytical support in a global markets operations function for one or more operations product areas. Responsible for the analysis and resolution of complex operations problems and initiatives requiring exceptional handling and/or coordination of multiple operational and/or product specialists to resolve. May manage projects and/or the introduction of new initiatives, systems, products/services and processes, coordinating necessary expertise across multiple operations functions and/or products.
 
As a technical expert, may also function as an informal team lead, providing work direction and technical guidance to less experienced employees in resolving complex transactions and operational problems. Requires extensive experience in an operations support function with thorough working knowledge of fundamental business structure and operational aspects for specific transactions and products. As a technical expert, will consult on a wide variety of topics across functional and business support lines. To be used for employees in Global Markets only.