Ideal for recent graduates (Finance background preferred)
Job Summary: The Operations / Loan Processing Associate will support large corporate and commercial clients by processing assignments related to syndicated credit facilities. This role involves onboarding support, documentation management, and coordination with internal teams to ensure accurate and timely execution of loan-related processes.
Key Responsibilities:
Process assignments for syndicated credit facilities where the bank acts as Administrative Agent
Submit and manage onboarding documentation for new clients
Ensure accuracy and completeness of all processing tasks
Communicate effectively with internal stakeholders and teams
Support daily operations in a high-volume environment
Required Qualifications:
Strong customer service experience
Proficiency in Microsoft Office (especially Excel)
Excellent written and verbal communication skills
Strong organizational skills and attention to detail
Ability to learn quickly and work collaboratively
Preferred Qualifications:
Finance-related degree
Experience with Loan IQ
Exposure to syndicated loans
Top 3 Skills:
Customer Service
Excel
Communication Skills
Disqualifiers:
No Excel experience
Poor communication skills
Lack of attention to detail
Interview Process:
1 2 rounds (Video)
Numbers & Facts
Location
Charlotte, NC
Skills
Communication Skillsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Document Managementunmatched
Financeunmatched
Loan Operationsunmatched
Loan Processingunmatched
Loansunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Onboardingunmatched
Operational Supportunmatched
Operationsunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Support Documentationunmatched
Team Playerunmatched
Time Managementunmatched
Writing Skillsunmatched
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