Talan · 1 week ago
Middle Office Analyst: Credit / Lending
Talan is an international consulting and technology expertise group supporting Corporate and Investment Banking and Financial Services clients. They are seeking a Middle Office Analyst to manage credit insurance across commercial lending and asset finance transactions, working closely with various teams to ensure accurate booking and monitoring of insurance on deals.
Responsibilities
Manage the full lifecycle of credit insurance on lending transactions, from pre-closing review (when applicable) through payment, booking, and ongoing monitoring
Calculate insurance premiums based on credit agreements and insurance certificates and ensure timely payment to brokers
Book and monitor insurance-related transactions in Loan IQ, ensuring accuracy and proper reconciliation
Review insurance policies and related documentation to confirm insurance requirements and correct system setup
Perform pre-funding checks and validate insurance calculations prior to initial broker deposits
Act as the main point of contact for insurance-related topics with Front Office, Middle Office, Operations teams, and brokers
Monitor insurance covenants and reporting requirements, escalating issues or discrepancies when needed
Support improvements to insurance booking, controls, and reporting processes
Qualification
Required
+2 years of experience in commercial lending, asset finance, or loan operations within a commercial bank
Hands-on experience managing insurance on lending deals is required
Bachelor's degree in Finance, Business, or a related field
Good working knowledge of Excel and PowerPoint
Comfortable reviewing financial statements and calculating basic financial ratios
Preferred
Experience using Loan IQ is strongly preferred; knowledge of Cash Plus or FBTI is a plus
Benefits
401(k) retirement plan with company matching
15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)
8 paid holidays + 5 sick days + 2 personal days per year
Company health, dental, and vision insurance plans + FSA
Voluntary STD and LTD
Commuter/transit benefits
Company
Talan
Talan is a consulting firm specializing in technology innovation and transformation.
Funding
Current Stage
Late StageTotal Funding
$158.58MKey Investors
TowerBrook Capital PartnersLCL
2020-07-23Secondary Market
2018-07-20Series Unknown· $117.32M
2016-03-08Series Unknown
Recent News
2025-06-21
2024-11-19
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