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Ops Professional MKTS - Loan Servicing & Operational Support - Charlotte, NC

Charlotte, North Carolina

Job Description:

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.

Business Overview:

Team is responsible for performing loan servicing and operational support functions for several Global Mortgages LOBs. Candidate must be able to offer premium client service and manage the relationships between our internal and external clients. This is a fast paced and client driven environment which requires attention to detail and the associate to prioritize and analyze the situation to perform the correct oversight and review processes. Accurate and timely review for payment processing, reporting, and oversight controls are critical to this role. Team uses various credit and operating systems (e.g. ACBS, LoanRunner, Cash Manager/FPS). This role also requires analytical reporting for Loan documentation review, breaks analysis and resolution. Other responsibilities may include training of associates, project work, creation of new procedures and reviews of existing procedures, operational risk and control analysis and reporting.

 

Responsibilities:

  • Validation of various loan documentation for data integrity and funding conditions to ensure approvals for accurate and timely disbursement of funds

  • Monitoring team mailbox for timely processing of loan commitments, interest payments, and fee payments

  • Management oversight of syndicated loan facilities where we are agent. These facilities include foreign currency and letters of credit transactions

  • Management oversight periodic rate changes, rate rollovers, advances, collateral, invoicing, repayments, and other loan agreement modifications

  • Management oversight and signoff for reporting and reconciliation monitoring

  • Management oversight and escalation and resolution of operational and risk issues

  • Involvement in projects for new processes, system functionality, or industry initiatives

  • Reconciliation breaks monitoring and investigation - resolution and escalation

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

  • Operations experience (1-3 years)

  • Excellent communications skills

  • Knowledge of operational risk

  • Proficiency with numbers, calculations, and excel to ensure accurate loan commitments, interest payments, and fee payments for review and processing

  • Ability to analyze, identify, and resolve operational issues/escalations

  • Ability to work under pressure and respond well in a cross-functional team environment

  • Self-motivated and able to succeed unsupervised - candidate will be responsible for managing their own time and know when to escalate

  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds

Desired Skills:

  • Syndicated loan experience

  • Adaptive to various E2E process

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:

Referral Bonus Amount:

0

Job Description:

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.

Business Overview:

Team is responsible for performing loan servicing and operational support functions for several Global Mortgages LOBs. Candidate must be able to offer premium client service and manage the relationships between our internal and external clients. This is a fast paced and client driven environment which requires attention to detail and the associate to prioritize and analyze the situation to perform the correct oversight and review processes. Accurate and timely review for payment processing, reporting, and oversight controls are critical to this role. Team uses various credit and operating systems (e.g. ACBS, LoanRunner, Cash Manager/FPS). This role also requires analytical reporting for Loan documentation review, breaks analysis and resolution. Other responsibilities may include training of associates, project work, creation of new procedures and reviews of existing procedures, operational risk and control analysis and reporting.

 

Responsibilities:

  • Validation of various loan documentation for data integrity and funding conditions to ensure approvals for accurate and timely disbursement of funds

  • Monitoring team mailbox for timely processing of loan commitments, interest payments, and fee payments

  • Management oversight of syndicated loan facilities where we are agent. These facilities include foreign currency and letters of credit transactions

  • Management oversight periodic rate changes, rate rollovers, advances, collateral, invoicing, repayments, and other loan agreement modifications

  • Management oversight and signoff for reporting and reconciliation monitoring

  • Management oversight and escalation and resolution of operational and risk issues

  • Involvement in projects for new processes, system functionality, or industry initiatives

  • Reconciliation breaks monitoring and investigation - resolution and escalation

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

  • Operations experience (1-3 years)

  • Excellent communications skills

  • Knowledge of operational risk

  • Proficiency with numbers, calculations, and excel to ensure accurate loan commitments, interest payments, and fee payments for review and processing

  • Ability to analyze, identify, and resolve operational issues/escalations

  • Ability to work under pressure and respond well in a cross-functional team environment

  • Self-motivated and able to succeed unsupervised - candidate will be responsible for managing their own time and know when to escalate

  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds

Desired Skills:

  • Syndicated loan experience

  • Adaptive to various E2E process

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-21083604

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erika Bennett

Referral Bonus:

0

Street Address

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