Loan Servicing Analyst

Join a collaborative team where you’ll help deliver accurate, timely loan servicing support for clients and internal partners. Bring your analytical mindset and focus on controls to drive solutions and improve processes.

Job summary

As a Loan Servicing Analyst in the Securitized Products Group Middle Office team, you support daily loan servicing activities including trade and risk support, collateral review, and borrowing base analysis while delivering strong client service and a controlled operating environment. You partner closely with clients, custodians, trustees, and internal teams to resolve issues, respond to inquiries, and help improve processes and applications.

Job responsibilities

• Review loans pledged as collateral, prepare and analyze borrowing base calculations, and process advances and paydowns; maintain deal terms in loan and collateral systems.
• Update loan systems and collateral systems accurately and on time based on client activity.
• Resolve routine exceptions (for example, ineligible loans, sublimit issues, margin calls, and documentation exceptions) with clients and front office partners.
• Perform reconciliations and reporting at the deal and business level.
• Ensure compliance with audit, control, and quality requirements in day-to-day processing.
• Follow defined policies and procedures to maintain a controlled environment.
• Communicate with front office, trustees, clients, and internal teams to support clients, resolve issues, and respond to inquiries.
• Escalate and drive resolution of inquiries accurately and timely, and flex hours as needed based on business needs.
• Identify and report opportunities to enhance applications and processes.
• Participate in special projects and department initiatives as needed.
• Support application user acceptance testing activities.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance or Accounting or 4 years of equivalent work experience in trade support and loan processing.
• Strong analytical, problem-solving, and decision-making skills.
• Highly organized with strong attention to detail and a control-focused mindset.
• Ability to prioritize effectively and manage competing demands from clients and front office partners.
• Excellent written and verbal communication skills and the ability to build relationships with diverse stakeholders.
• Strong proficiency in Microsoft Excel, Word, and PowerPoint.
• Ability to work independently and collaboratively within a team environment.
• Experience reading and interpreting loan documentation (or closely related documentation-focused analytical experience).
• Ability to learn new products and processes quickly.
• Experience managing high-volume workflows and assignments to meet required service levels.

Preferred qualifications, capabilities, and skills

• Familiarity with automation tools such as Alteryx or Xceptor.

Schedule – 100% in office Monday – Friday, 8:30am – 5:30pm (CST)

Office Location: Fort Worth, Texas