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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing operational aspects of loan portfolios, ensuring compliance with regulatory guidelines, and maintaining data integrity within loan platforms. Strong communication and organizational skills are essential for effective collaboration with borrowers, lenders, and internal teams.
Highest-signal resume keywords
Loan Portfolio ManagementTrade Documentation ReviewData Integrity ManagementRegulatory ComplianceExcel-Based Reporting
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 ProcessingTrade Settlement CoordinationDue DiligenceFraud PreventionFinancial Risk Assessment
Soft Skills
Effective Time ManagementOrganizational SkillsAdaptabilityPositive AttitudeWritten Communication
Tools & Technologies
Solvas Loan PlatformClearPar Trading PlatformExcel Reporting Tools
Industry Keywords
White Label LoansDebt TransactionsPrimary Loan MarketSecondary Loan MarketInternal Controls
About the role
Key responsibilities & impact- Manage and process the operational aspects of a portfolio of white label loans and debt transactions
- Serve as a primary operational contact for borrowers, lenders, and clients
- Support transactions from onboarding and closing through ongoing administration and final maturity
- Support execution of primary and secondary loan market trades
- Coordinate trade settlement with counterparties, operations, and settlement teams
- Review trade documentation, assignment agreements, and participation agreements
- Input trades into the Solvas loan platform and ensure data integrity
- Use the ClearPar trading platform and Excel-based reporting tools
- Assist with weekly MIS reports
- Respond to ad hoc requests from the trading team and senior management
- Handle audit requests accurately and promptly
- Ensure adherence to internal controls, compliance requirements, and regulatory guidelines
- Conduct due diligence regarding potential fraud, money laundering, and financial and reputational risks
- Escalate relevant matters to the Team Leader and/or Managers
- Train with Senior Client Services team members on workflows, processes, and best practices
Requirements
What you’ll need- Bachelor’s degree or equivalent
- Willingness to learn and have an inquisitive nature
- Highly organized and adaptable with a “can do” positive attitude
- Self-motivation and effective time management
- Good written and verbal communication skills
- Ability to effectively manage priorities while balancing competing demands and deadlines
Benefits
Comp & perks- Base salary + bonus
- Hybrid working
- Long service award
- Employee Assistance Program (EAP)
- Career development and study support
- Good holiday entitlement
- Inclusive, diverse workplace
- Opportunity to contribute, develop and thrive regardless of background or experience