SRS Acquiom · 13 hours ago
Loan Agency Relationship Associate
Denver, Colorado, United States
Full-time
Hybrid
Mid Level
$63K/yr - $75K/yr
4+ years expSRS Acquiom is a financial services technology company that specializes in M&A and loan agency transactions. The Loan Agency Relationship Associate I will manage client relationships and the daily administration of assigned Loan Agency accounts, ensuring exceptional customer service and compliance with internal controls.
Developer PlatformFinancial ServicesFinTechInformation Services
No H1B
Responsibilities
Maintain a working knowledge of all transactions in the assigned loan portfolio
Assist Loan Agency Relationship Managers with deal closings and terminations
Coordinate KYC solicitation for new transactions
Perform ongoing deal administration for the assigned portfolio. Duties may include processing payments, tickler management, collateral reviews, invoicing, responding to inquiries, reporting, and other related items
Independently tackles more complex transactions, tasks, and reporting responsibilities
Provide excellent customer service to all clients and parties, both internal and external, to ensure an exceptional experience. This includes professional communication and collaboration with internal groups and external clients by phone and email
Use best judgment, interpretation, and problem-solving skills to understand loan documentation and resolve issues
As requested, assist with training and mentoring other team members. May be appointed to a team lead role
Comprehend internal processes and procedures and maintain internal controls. Work with Loan Agency management to identify opportunities to enhance our control environment
Provide coverage and support to the team as a whole when needed
Perform other related duties as assigned or requested
Qualification
Required
A bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) is required
4+ years of experience in finance, loan agency, or bank operations
A comprehensive understanding of syndicated and bilateral loans is required
Prior experience reading, analyzing, and interpreting legal documents
Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts with limited oversight or assistance
Deadline-driven and highly organized with exceptional attention to detail
Strong drive to achieve results and the ability to self-motivate despite multiple priorities while managing time efficiently
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
High level of proficiency with computers and learning new software
Preferred
Positive attitude
Collaborative
Operates with the highest integrity and attention to detail
Self-motivated
Ability to prioritize and multitask
High attention to detail, accuracy, and thoroughness
Benefits
Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
A 401(k) with a 4% company match to keep your future on track
Discretionary time off - take the time you need, when you need it
Employer‑paid life insurance, with the option to add extra coverage for peace of mind
Employee Assistance Programs for confidential support when life gets complicated
Discounted pet insurance (because furry family members count, too)
A fitness credit to back your health and wellness goals
Pre‑tax plans for dependent care, transportation, and flexible spending
Company
SRS Acquiom
SRS Acquiom manages complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$6M2018-11-13Acquired
2014-08-14Series A· $6M
Leadership Team
Paul Koenig
Founder and CEO
Mark Vogel
Co-Founder and Executive Chairman
Recent News
2026-01-23
AltAssets Private Equity News
2026-01-23
Company data provided by crunchbase