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Loan Operations Specialist
G MASS Consulting. Manage primary and secondary loan trades end to end, from trade capture through to close, chasing and resolving fails with agents, counterparties and custodians .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing loan trades, including settlement processes and reconciliation, while maintaining compliance with LSTA/LMA documentation standards. Proven ability to build relationships across teams and operate within information-barrier protocols.
Highest-signal resume keywords
Loan Settlement ExperienceClearPar ProficiencyLSTA/LMA Documentation KnowledgeCLO ExperienceIndependent Work Capability
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan ClosingTrade CaptureReconciliationSettlement ProcessingData Integrity Management
Soft Skills
Relationship BuildingProblem SolvingCommunication
Tools & Technologies
ClearParWSOEverestLoan IQS&P/Markit Loan Tools
Industry Keywords
Asset ManagementCLO ManagementBankingFund AdministrationPrivate Credit
About the role
Key responsibilities & impact- Manage primary and secondary loan trades end to end, from trade capture through to close, chasing and resolving fails with agents, counterparties and custodians
- Process trades on ClearPar, including allocations, funding memos and settlement confirmations, ensuring timely and accurate settlement
- Handle agent notices, rollovers, paydowns, rate resets, amendments and restructurings, reconciling positions against agent records
- Reconcile loan positions, cash and accruals with trustees and administrators, investigating and clearing breaks to protect data integrity
- Operate within information-barrier protocols for public-side funds, maintaining robust audit trails and supporting control reviews
- Build strong working relationships with portfolio management, trading, trustees, administrators and the global operations team, positioning yourself as a trusted point of contact on loan operations
Requirements
What you’ll need- 3 years'+ experience in loan settlement or loan closing at an asset manager, CLO manager, bank or fund administrator
- Hands-on ClearPar experience; WSO, Everest, Loan IQ or S&P/Markit loan tools advantageous
- Strong working knowledge of LSTA/LMA documentation and settlement conventions, ideally across both US and European markets
- CLO or broadly syndicated loan experience preferred; private credit exposure also valued
- Able to work independently within a lean team, with prior interim or contract experience beneficial
- Short notice or immediately available preferred, given the interim nature of the role
Benefits
Comp & perks- Initial 6-month contract