girl looking into her desktop
Back to search results

Ops Professional MKTS - Loan Trading Desk - Charlotte, NC

Charlotte, North Carolina

Job Description:

Main point of contact for requests relating to the administration of large corporate credits held by the Loan Trading Desk. The Loan Trading Desk provides settlements and servicing for secondary loan trade closings relating to Corporate Investor clients.

 

Responsibilities:

  • Confirmation of loan documentation for accurate trade settlements
  • Validation of loan commitments, interest payments, and fee payments
  • Manage periodic rate changes, rate rollovers, advances, collateral, invoicing, repayments, and other loan agreement inquiries
  • Report monitoring and reconciliations
  • Input wire instructions while attending to dual controls
  • Analysis and resolution of operational problems
  • Involvement in ad hoc projects for new processes or industry initiatives
  • Breaks investigation and resolution
  • End to end processing of loans with accurate data input into various credit and operating systems
  • Available to provide premium client service and manage the relationships between internal and external clients

Enterprise Role Overview:

Provides technical and analytical support in a global markets operations function for one or more operations product areas. Responsible for the analysis and resolution of complex operations problems and initiatives requiring exceptional handling and/or coordination of multiple operational and/or product specialists to resolve. May manage projects and/or the introduction of new initiatives, systems, products/services and processes, coordinating necessary expertise across multiple operations functions and/or products. As a technical expert, may also function as an informal team lead, providing work direction and technical guidance to less experienced employees in resolving complex transactions and operational problems. Requires extensive experience in an operations support function with thorough working knowledge of fundamental business structure and operational aspects for specific transactions and products. As a technical expert, will consult on a wide variety of topics across functional and business support lines. To be used for employees in Global Markets only.

Required Skills: (Must have these skills to be minimally qualified)

  • Basic understanding of credit documentation (e.g. Credit Agreement) in order to perform detailed reviews for accurate settlement and servicing
  • Excellent communications skills and proficiency with numbers/calculations
  • Ability to work under pressure in a team environment
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised
  • Candidate will be able to manage own time and know when to escalate
  • Knowledge of operational risk
  • Strong detail orientated
  • Ability to manage multiple priorities and multi task
  • Excellent time management and prioritization skills
  • Ability to meet tight deadlines, willingness to continuously learn on the job
  • Ability to problem-solve and take ownership of process improvements

Desired Skills:

  • Excel knowledge, Business, Finance, Accounting, Economics, or similar major preferred
  • Basic understanding of and/or experience in the financial service industry
  • Previous experience or knowledge of secondary loan trading

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday 8:30am-5:30pm

Referral Bonus Amount:

0

Job Description:

Main point of contact for requests relating to the administration of large corporate credits held by the Loan Trading Desk. The Loan Trading Desk provides settlements and servicing for secondary loan trade closings relating to Corporate Investor clients.

 

Responsibilities:

  • Confirmation of loan documentation for accurate trade settlements
  • Validation of loan commitments, interest payments, and fee payments
  • Manage periodic rate changes, rate rollovers, advances, collateral, invoicing, repayments, and other loan agreement inquiries
  • Report monitoring and reconciliations
  • Input wire instructions while attending to dual controls
  • Analysis and resolution of operational problems
  • Involvement in ad hoc projects for new processes or industry initiatives
  • Breaks investigation and resolution
  • End to end processing of loans with accurate data input into various credit and operating systems
  • Available to provide premium client service and manage the relationships between internal and external clients

Enterprise Role Overview:

Provides technical and analytical support in a global markets operations function for one or more operations product areas. Responsible for the analysis and resolution of complex operations problems and initiatives requiring exceptional handling and/or coordination of multiple operational and/or product specialists to resolve. May manage projects and/or the introduction of new initiatives, systems, products/services and processes, coordinating necessary expertise across multiple operations functions and/or products. As a technical expert, may also function as an informal team lead, providing work direction and technical guidance to less experienced employees in resolving complex transactions and operational problems. Requires extensive experience in an operations support function with thorough working knowledge of fundamental business structure and operational aspects for specific transactions and products. As a technical expert, will consult on a wide variety of topics across functional and business support lines. To be used for employees in Global Markets only.

Required Skills: (Must have these skills to be minimally qualified)

  • Basic understanding of credit documentation (e.g. Credit Agreement) in order to perform detailed reviews for accurate settlement and servicing
  • Excellent communications skills and proficiency with numbers/calculations
  • Ability to work under pressure in a team environment
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised
  • Candidate will be able to manage own time and know when to escalate
  • Knowledge of operational risk
  • Strong detail orientated
  • Ability to manage multiple priorities and multi task
  • Excellent time management and prioritization skills
  • Ability to meet tight deadlines, willingness to continuously learn on the job
  • Ability to problem-solve and take ownership of process improvements

Desired Skills:

  • Excel knowledge, Business, Finance, Accounting, Economics, or similar major preferred
  • Basic understanding of and/or experience in the financial service industry
  • Previous experience or knowledge of secondary loan trading

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21050872

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Viviana Renshaw

Referral Bonus:

0

Street Address

Primary Location:
900 W TRADE ST, NC, Charlotte, 28255