Connect Search, LLC ยท 2 days ago
Senior Settlement Specialist
Chicago, IL
Full-time
Hybrid
Senior Level
5+ years expConnect Search, LLC is a leading private credit investment firm hiring a Senior Settlement Specialist to support loan trade settlements across multiple credit funds. This role is critical in ensuring loan transactions close accurately, on time, and in compliance with legal and regulatory requirements.
ConsultingHuman ResourcesStaffing Agency
Hiring Manager
Nicole B.
Responsibilities
Execute and oversee loan trade settlements across multiple investment vehicles
Coordinate cash movements with trustees and internal Treasury teams
Prepare, review, and distribute trade and settlement documentation (Assignments, Funding Memos, Trade Tickets, etc.)
Work closely with agents, counterparties, and internal stakeholders to ensure timely and accurate settlement
Confirm internal approvals and ensure all deal requirements are satisfied prior to closing
Support KYC and tax documentation processes, including complex corporate structures
Assist with bond settlements, audits, and special projects as needed
Contribute to process improvement and documentation of procedures
Qualification
Required
Bachelor's degree required
5+ years of experience in loan settlements, operations, or related credit roles
Strong understanding of Broadly Syndicated Loans
Ability to review and extract key terms from credit agreements (rates, amortization, fees)
Advanced Excel skills
Highly detail-oriented, organized, and comfortable working cross-functionally
Enthusiastic about working in-office and contributing to a high-performing, collaborative culture
Preferred
Experience with ClearPar and LSTA documentation preferred
Benefits
Amazing healthcare benefits
Structured Learning & Development Opportunities
Company
Connect Search, LLC
Connect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Meade Kelley
Chief Operating Officer
Ben Hirsh
Partner | President, Direct Hire Placement & Connect Financial Consulting
Recent News
Business Journals
2022-03-22
2022-03-21
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