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Loan Operations Senior Specialist

New York, NY 10171 | Direct Hire

Post Date: 06/14/2018 Job ID: 12388 Industry: Loan Operations

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Title/Position: Loan Operations Senior Specialist



Reports To: Loan & Trade Finance Operations Supervisor

Primary Functions: Responsible for accurately administering and processing the daily activities for the NY Loan portfolio.

Job Responsibilities:
  • Responsible for the efficient, timely and accurate processing of loan transactions including the input of deals, generation of payment instructions, settlement of interest due to/due from as detailed:
    • Structure the loan in the banks operating system
    • Generate payment instructions against loan drawings
    • Enter the fees and amortization schedules
    • Communicate changes in the Loan principle/interest changes with clients
    • Transactional support with counterparties and account officers
    • Maintain Syndicated loan balances and reports
  • Review and validation of loan documentation in order to identify key information necessary to facilitate the setup of, or amendment of, loan related transactions
  • Responsible for the preparation of the monthly reports
  • Follow up correspondence with counterparties and agents for Loan activity and problem resolution
  • Reconcile all relevant suspense accounts
  • Maintain daily statistics
  • Adhere to the loan processing related policies and procedures
  • Participate in testing of all program changes and upgrades
  • Ensure adherence to all pertinent laws and regulations governing BSA/AML, CTF, OFAC and the USAPA as well as all bank policy and procedures governing these topics
  • Complete assignments and projects as required by the Manager

Key Competencies
  • Minimum 5 years  experience in related field.
  • Proficient in MS Word & Excel
  • Ability to multi-task
  • Ability to work independently and as a team
  • Attention to detail and accuracy
  • Good communication skills

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Gregory Eidlen

Chat live with me @ Gregory Eidlen is our Manager of Operations. He is responsible for all operational issues related to temporary staffing, databases, customer service, contracts, and social media. Holding a Master’s Degree in Industrial Organizational Psychology from Touro University Worldwide, Gregory heads our consulting division offering first-hand experience coaching and monitoring business employees. In addition, Gregory also holds a Bachelor of Arts degree in Psychology from The College of Staten Island/City University of New York. Gregory is recognized as a Certified Personnel Consultant (CPC) and Certified Temporary Staffing-Specialist (CTS) by the National Association of Personnel Services (NAPS). The American Staffing Association (ASA) recognizes Gregory as a Technical Services Certified (TSC) as well as a Certified Staffing Professional (CSP). Gregory has over four years of customer service and managerial skills with a major retail chain. If you would like to chat with me please go to:

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