Operations Specialist (Level III)

Iconma LLC
  • Phoenix, AZ
    5 days ago

    Job Description

    Our client, a Banking company, is looking for a Operations Specialist (Level III) for their Phoenix, AZ location.

    Responsibilities:

    • Primarily responsible for perfecting bank's Financial Booking.
    • Responsible for accurate set-up and maintenance of billing schedules, pricing options, and all other client record and indicative data.
    • This role will be responsible for data accuracy and timely completion of the booking and funding process.
    • Responsible for the Financial Booking of commercial Bilateral deals.
    • Role will also require funding to client once deal has been booked. Timeliness and Accuracy are key to the success of this role function.
    • Responsible for ensuring accurate and timely processing of complex loan administration transactions in accordance with established policies, processes and procedures.
    • Interacts with Document Administrators to ensure efficient, high quality loan processing.
    • Duties include booking loans, payment administration, loan system reconciliation, and quality review.
    • Must be detail oriented and be able to read and understand loan documents.
    • Must build and maintain a strong relationship with Business Partners.
    • Works with limited supervision.

    Requirements:

    • Must have credit agreement or legal documentation knowledge
    • Must have previous banking experience
    • One to Two years previous Financial Booking knowledge
    • Commercial Loan Knowledge
    • Loan IQ experience (preferred)
    • Ability to work independently with little management supervision
    • Exceptional communication skills (both verbal and written)
    • Ability to communicate with attorneys and internal business partners
    • Microsoft excel skills a plus
    • Bachelor's Degree (preferred)

    Why Should You Apply?

    • Health Benefits
    • Referral Program
    • Excellent growth and advancement opportunities

    Numbers & Facts

    LocationPhoenix, AZ

    Skills

    • Banking Servicesunmatched
    • Billingunmatched
    • Commercial Loansunmatched
    • Communication Skillsunmatched
    • Data Qualityunmatched
    • Detail Orientedunmatched
    • Fundingunmatched
    • Health Planunmatched
    • Legal Documentsunmatched
    • Loan Documentsunmatched
    • Loan Processingunmatched
    • Loansunmatched
    • Microsoft Excelunmatched
    • Policy Developmentunmatched
    • Presentation/Verbal Skillsunmatched
    • Pricingunmatched
    • Procedure Developmentunmatched
    • Reconciliationunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

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