Loan Operations - New York

About this role

Location: New York

Role Type: Full-Time

We have an exciting opportunity to work with one of our prestigious clients at a Tier 1 Investment Bank. You will be working as part of a fast-paced Loan Operations team, communicating with multiple teams internally and externally. We are looking for someone with commercial loans experience (bilateral and syndicated loans) and loan lifecycle knowledge.

Key responsibilities

• Oversee operational processes across the full syndicated loan lifecycle, including origination, funding, servicing, and settlement.
• Review and interpret credit agreements to ensure accurate execution of loan operations in accordance with terms and conditions.
• Coordinate with syndicate members, borrowers, and internal stakeholders to manage loan events, including amendments, refinancings, paydowns, restructures, and transfers.
• Perform quality control and reconciliation of loan transactions to identify and resolve discrepancies in data, documentation, or payments.
• Track and monitor financial covenants, ensuring compliance and timely reporting, and escalate breaches or concerns as needed.
• Prepare and review reports on loan activity, portfolio status, and key operational metrics for internal and external stakeholders.
• Manage collateral requirements, including tracking, verification, and maintaining appropriate documentation to ensure compliance with loan terms and conditions.