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SRS Acquiom · 11 hours ago

Loan Agency Operations Analyst, Payments

Denver, CO

Full-time

Hybrid

Entry Level

$55K/yr - $65K/yr

1+ years exp

SRS Acquiom is a financial services technology company that specializes in M&A and loan agency transactions. They are seeking an Operations Analyst I for their Loan Agency Payments Team, responsible for processing and reconciling payments, generating reports, and providing customer service in a fast-paced environment.

Developer PlatformFinancial ServicesFinTechInformation Services

No H1B

Responsibilities

Create and review all payments for the Loan Agency (ad hoc, payment uploads for scheduled payments, wires for fundings)

Reconcile bank accounts across multiple banking platforms

Generate required and requested reports for internal and external parties related to payments

Complete quarterly reconciliation for annual tax reporting

Responds to inquiries related to the creation, review, or status of payments

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 judgment, 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 the banking platform, the loan system, and Microsoft Excel

Provide coverage and support to the team when needed

Perform other related duties as assigned or requested

Qualification

FinanceBank operationsMicrosoft ExcelAnalytical skillsCustomer serviceProblem-solvingJudgmentLearning new softwareInterpersonal skillsTime managementAttention to detailCollaborationIntegritySelf-motivation

Required

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

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 the day-to-day administration of duties and all interactions with internal and external parties

Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel

High level of proficiency with computers and learning new software

Must be able to work on-site in Denver 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

Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process