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Fulfillment Operations Consultant (Commercial Loans) - Richardson, TX

Richardson, Texas;

Job Description:

LOB Overview:

Responsible in the daily QA review process for syndicated loan booking (pre and post-closing) in a consultative manner focusing also on the resolution of problems and the execution of complex loan structuring arrangements. Ensures risk and controls are followed as documented in procedures. Exercises discretion and professional judgment in determining appropriate loan structuring having significant client, regulatory, and reputation implications and risk. This position works in close association with members of the deal team adding value to the proper loan booking and ensuring client satisfaction. Participates in the resolution of escalated issues and operational problems, leveraging resources across other Credit Services and GCIB functional areas (Portfolio Management, Agency Management, Monitoring & Compliance, and others) to ensure an integrated approach to loan servicing. Additionally, this position will participate in key committee assignments, offer subject matter expertise.

Required Skills:

  • Loan IQ experience required

  • Strong technical and analytical skills

  • Finance, accounting or math background or applicable experience

  • Excellent communication skills, especially in dealing with escalations

  • Excellent organization skills

  • Ability to work independently

  • Must be able to multi-task

  • Demonstrated proficiency in Microsoft Office (Word, Excel, PowerPoint)

  • Complex legal contract review and analysis

Desired Skills:

  • Attorney Prepared Legal Document Experience

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 internal/external 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 8-5

Referral Bonus Amount:

0

Job Description:

LOB Overview:

Responsible in the daily QA review process for syndicated loan booking (pre and post-closing) in a consultative manner focusing also on the resolution of problems and the execution of complex loan structuring arrangements. Ensures risk and controls are followed as documented in procedures. Exercises discretion and professional judgment in determining appropriate loan structuring having significant client, regulatory, and reputation implications and risk. This position works in close association with members of the deal team adding value to the proper loan booking and ensuring client satisfaction. Participates in the resolution of escalated issues and operational problems, leveraging resources across other Credit Services and GCIB functional areas (Portfolio Management, Agency Management, Monitoring & Compliance, and others) to ensure an integrated approach to loan servicing. Additionally, this position will participate in key committee assignments, offer subject matter expertise.

Required Skills:

  • Loan IQ experience required

  • Strong technical and analytical skills

  • Finance, accounting or math background or applicable experience

  • Excellent communication skills, especially in dealing with escalations

  • Excellent organization skills

  • Ability to work independently

  • Must be able to multi-task

  • Demonstrated proficiency in Microsoft Office (Word, Excel, PowerPoint)

  • Complex legal contract review and analysis

Desired Skills:

  • Attorney Prepared Legal Document Experience

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 internal/external 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-21080843

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erika Bennett

Referral Bonus:

0