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A growing financial services organization is seeking a detail-oriented professional to support loan operations, documentation management, client communications, and financial review activities.
Responsibilities:
- Review and maintain financial and legal documentation.
- Communicate with borrowers, attorneys, and internal teams.
- Track reporting requirements, documentation, and compliance items.
- Review financial statements and supporting documentation.
- Conduct due diligence and research activities.
- Reconcile account activity and maintain accurate records.
- Support ongoing operational and client service needs.
Qualifications:
- 2+ years of experience in banking, financial services, accounting, treasury, loan operations, or a related field.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Advanced Excel skills preferred.
- Strong written and verbal communication skills.
Preferred Backgrounds:
- Commercial Banking
- Loan Operations
- Credit Administration
- Treasury
- Accounting
- Financial Operations
- Fund Administration
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