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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in analytics and reporting services, with a strong focus on improving client processing systems and resolving complex client issues. Proficient in loan servicing and administration within financial services, ensuring efficient transaction processing and compliance with industry standards.
Highest-signal resume keywords
Syndicated Loan ExperienceLoan ServicingClearPar FamiliarityLSTA KnowledgeLoan Admin Trustee Services
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AnalyticsReporting ServicesClient Processing SystemsProblem SolvingSystem TestingTransaction ProcessingLoan Admin OperationsFinancial Services ExperienceDetail OrientationWorkload Execution
Soft Skills
Verbal CommunicationWritten CommunicationSelf-ManagementPrioritization
Tools & Technologies
Microsoft Office
Certifications & Qualifications
Applicable Local/Regional Licenses
Industry Keywords
Financial ServicesCLO OperationsClient Issues ManagementProduct DevelopmentTeam Collaboration
About the role
Key responsibilities & impact- Provide complex analytics and reporting services
- Improve and automate Client Processing systems
- Manage moderate to complex external client issues
- Advise management and teams to ensure timely service delivery or issue resolution
- Meet with organizational units and teams to address and resolve problems and issues
- Participate in product development, product enhancement, and system testing
- Ensure products accurately and efficiently process high-value transactions
- Solve complex problems using detailed system knowledge
- Integrate area knowledge with industry standards and practices to provide solutions to internal and external clients
- Allocate and check the work of other team members as needed
- Perform supervisory review, training, and approval actions as needed
- Contribute to related teams' objectives
Requirements
What you’ll need- Bachelor's degree or equivalent combination of education and experience is required
- 5-7 years of total work experience preferred
- Prior hands-on syndicated loan experience preferred
- Familiarity with loan servicing, ClearPar, and LSTA preferred
- Experience in loan admin trustee services preferred
- Applicable local/regional licenses or certifications as required by the business
- Prior loan admin/CLO operations experience in a financial services setting preferred
- Detail oriented
- Excellent verbal and written communication abilities
- Ability to self-manage, prioritize, and execute workload
- Familiarity with Microsoft Office applications
Benefits
Comp & perks- Competitive compensation
- Medical insurance
- Dental insurance
- Vision insurance
- Basic life insurance
- 401(k) plan
- Paid vacation time
- Paid sick time
- Paid volunteer time
- Wellbeing programs
- Flexible global resources and tools
- Annual discretionary incentive award eligibility
