Loan Agency Assignments & Intake Operations Analyst I
About the position The Loan Agency Assignments & Intake Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a point of contact for clients, lenders, and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management. This is a hybrid position based in Denver, CO, or Minneapolis, MN.
Responsibilities
- Review and process assignments in compliance with loan documents to ensure timely and accurate processing.
- Solicit, track, and process lender Administrative Details and Tax Forms.
- Review wire instructions in the Loan System and perform callbacks to parties to verbally confirm wire instructions.
- Complete all audit confirmations.
- Respond to inquiries regarding assignments and document intake.
- Provide support to internal and external users for SRS Acquiom platforms.
- Comprehend internal processes and procedures while maintaining internal controls.
- Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience.
- Research and resolve issues related to administration and client service in connection with assigned tasks.
- Use judgment, interpretation, and problem-solving to understand loan-related information.
- Professionally communicate and collaborate with internal groups and external clients by phone and email.
- Perform data entry in the loan system and Microsoft Excel.
- Provide coverage and support to the team when needed.
- Perform other related duties as assigned or requested.
Requirements
- Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required.
- 1+ years of work experience in finance, loan agency, or bank operations.
- Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts.
- Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently.
- Deadline-driven and highly organized with exceptional attention to detail.
- Proven problem-solving and analytical skills.
- 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.
- Demonstrate integrity in the day-to-day administration of duties and all interactions with internal and external parties.
- Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel.
- High level of proficiency with computers and learning new software.
Nice-to-haves
- Understanding of syndicated and bilateral loans preferred.
- Experience with Clearpar is a plus.
- 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
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