Soho Square Solutions · 2 days ago
Deal Closing & Monitoring Specialist – Middle Office (Lending)
New York, NY
Contract
Hybrid
Mid, Senior Level
2+ years expSoho Square Solutions is seeking a Deal Closing & Monitoring Specialist to support the full life cycle of complex lending transactions. This role involves partnering with various teams to ensure lending deals are accurately closed, compliant, and continuously monitored from pre-closing through maturity.
Big DataBlockchainFinancial ServicesProject Management
Responsibilities
Support all major stages of the credit process: pre-closing, closing, booking, post-closing monitoring, amendments, and repayment
Act as a technical subject-matter expert for Front Office on deal structure, documentation, and operational requirements
Review credit agreements to ensure alignment with approved credit terms
Coordinate with Deal Closing and Loan Booking teams to ensure accurate booking in Loan IQ
Identify discrepancies between credit approval and documentation and support waivers and approvals
Manage insurance-related activities, including premium calculation, booking, reconciliation, invoicing, and ongoing monitoring
Ensure all conditions precedent (CPs) are satisfied prior to funding
Set up and maintain collateral records and update valuations as required
Configure and monitor financial and reporting covenants, follow up with borrowers, and escalate breaches
Monitor deals from closing to termination, including amendments, waivers, distributions, cash sweeps, and repayments
Perform reconciliations, funding controls, and reporting activities
Ensure compliance with internal policies and regulatory requirements
Identify operational risks and contribute to process improvement, automation, and control enhancements
Work closely with internal teams and outsourced providers to maintain high service levels
Qualification
Required
2+ years of experience in commercial lending, structured finance, or asset finance operations (Middle Office preferred)
Hands-on experience with insurance on lending deals (mandatory)
Strong understanding of loan life cycle, credit agreements, collateral, and covenants
Working knowledge of Loan IQ (strongly preferred); exposure to other banking platforms is a plus
Solid understanding of financial statements and financial ratios
Proficiency in MS Excel and PowerPoint
Strong organizational skills, attention to detail, and ability to manage multiple stakeholders
Undergraduate degree in Finance, Business, or a related field
Company
Soho Square Solutions
Soho Square Solutions expertise in financial services, enterprise risk, information security, project management, big data and blockchain.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Vijay Veerachandran
CEO, Founder and Managing Partner
Recent News
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