loan operations analyst

JPMorganChase

<div>JOB DESCRIPTION 
Loan Servicing Specialist &ndash; Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.
Job Summary
As a Loan Servicing Specialist &ndash; Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across various processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to enhance your skills in performing Nostro &amp; Past Due Reconciliation, allowing you to make a significant impact on our operations.
Job Responsibilities<ul><li>
Adhere to established QUALITY &amp; QUANTITY SLAs consistently.</li><li>
Ensure 100% compliance with process-related policies, guidelines, and controls.</li><li>
Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.</li><li>
Support the secondary trading desk with trade booking and settlements.</li><li>
Liaise with bank departments and external contacts, including Borrowers and Trustees.</li><li>
Follow up timely with agents or customers for any missing notifications.</li><li>
Complete all funding within the SLA on the same day.</li><li>
Serve as the SME and first internal POC for process-related queries and clarifications.</li><li>
Act as the first point of escalation for process-related issues from customers.</li><li>
Pay attention to detail to ensure all documents are processed correctly.</li><li>
Identify changes to processes to improve productivity and efficiency.</li></ul>
Required qualifications, capabilities and skills<ul><li>
Hold a bachelor's degree in finance or a related field, or possess equivalent work experience.</li><li>
Minimum 6 months of experience in the financial services industry with a proven track record of delivery.</li><li>
Understand business financial statements, cash flow capacity, and loans across various industries.</li><li>
Exhibit strong research, analytical, and comprehension skills to analyze large data sets.</li><li>
Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders.</li><li>
Utilize effective time management and prioritization skills to achieve business objectives.</li><li>
Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments</li></ul>
Preferred qualifications, capabilities and skills<ul><li>
Build relationships with clients, internal partners, and peers effectively.</li><li>
Recognize issues or problems that need to be escalated promptly.</li><li>
Develop domain learning and exhibit strong interpersonal and communication skills.</li><li>
Apply analytical thinking and problem-solving skills effectively.</li><li>
Understand the product lifecycle and area product management thoroughly.</li></ul>
ABOUT US<div> 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 
 
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</div> 
 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Loan Servicing - Operations Analyst

<div>
 
 Job Description
 
 
 
 Loan Servicing Specialist &ndash; Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.
 
 
 
 Job Summary
 
 
 
 As a Loan Servicing Specialist &ndash; Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across various processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to enhance your skills in performing Nostro &amp; Past Due Reconciliation, allowing you to make a significant impact on our operations.
 
 
 
 Job Responsibilities
 
 
 
 <ul>
 <li>
 Adhere to established QUALITY &amp; QUANTITY SLAs consistently.
 </li>
 <li>
 Ensure 100% compliance with process-related policies, guidelines, and controls.
 </li>
 <li>
 Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.
 </li>
 <li>
 Support the secondary trading desk with trade booking and settlements.
 </li>
 <li>
 Liaise with bank departments and external contacts, including Borrowers and Trustees.
 </li>
 <li>
 Follow up timely with agents or customers for any missing notifications.
 </li>
 <li>
 Complete all funding within the SLA on the same day.
 </li>
 <li>
 Serve as the SME and first internal POC for process-related queries and clarifications.
 </li>
 <li>
 Act as the first point of escalation for process-related issues from customers.
 </li>
 <li>
 Pay attention to detail to ensure all documents are processed correctly.
 </li>
 <li>
 Identify changes to processes to improve productivity and efficiency.
 
 
 </li>
 </ul>
 
 Required Qualifications, Capabilities And Skills
 
 
 
 <ul>
 <li>
 Hold a bachelor's degree in finance or a related field, or possess equivalent work experience.
 </li>
 <li>
 Minimum 6 months of experience in the financial services industry with a proven track record of delivery.
 </li>
 <li>
 Understand business financial statements, cash flow capacity, and loans across various industries.
 </li>
 <li>
 Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
 </li>
 <li>
 Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders.
 </li>
 <li>
 Utilize effective time management and prioritization skills to achieve business objectives.
 </li>
 <li>
 Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments
 
 
 </li>
 </ul>
 
 Preferred Qualifications, Capabilities And Skills
 
 
 
 <ul>
 <li>
 Build relationships with clients, internal partners, and peers effectively.
 </li>
 <li>
 Recognize issues or problems that need to be escalated promptly.
 </li>
 <li>
 Develop domain learning and exhibit strong interpersonal and communication skills.
 </li>
 <li>
 Apply analytical thinking and problem-solving skills effectively.
 </li>
 <li>
 Understand the product lifecycle and area product management thoroughly.
 
 
 </li>
 </ul>
 
 ABOUT US
 
 
 
 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
 
 
 We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
 
 
 
 About The Team
 
 
 
 J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
</div>

Citi

<div>The Ops Sup Analyst 2 is an intermediate level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage &amp; retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Sup Analyst 2 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes. 
 
Responsibilities:<ul><li>
Update help content used by Knowledge Hub end users to service client inquires, as needed</li><li>
Execute work assigned, including annual review certification and change requests</li><li>
Serve as liaison to business for work assignments by asking fact finding questions, following up on open items and helping with content approval</li><li>
Conduct needs assessment and update content or develop content related solutions according to business requirements</li><li>
Research and seek out solutions to inquiries on help content and all other open items related to business including policy gaps and changes</li><li>
Monitor work progression ensuring completion of assignments by requested due date</li><li>
Ensure consistent application of team process controls</li><li>
Fulfilling the clients&rsquo; necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> 
Qualifications:<ul><li>
6-8 years relevant experience</li><li>
Proficient in Microsoft Office</li><li>
Strong experience in Mortgage operations, Loan Processing, Transaction services, Payment services, etc.</li><li>
Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements</li><li>
Self-motivated and detail oriented</li><li>
Proven organization and time management skills</li><li>
Demonstrated problem-solving and decision-making skills</li><li>
Consistently demonstrates clear and concise written and verbal communication skills</li></ul> 
Education:<ul><li>
Bachelor&rsquo;s degree/University degree</li></ul> 
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
-
Job Family Group:
Operations - Core
-
Job Family:
Operations Support
-
Time Type:
-
Most Relevant Skills
Please see the requirements listed above.
-
Other Relevant Skills
Loan Operations, Loan Processing, Mortgage Operations, Payment Services, Transaction Services.
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Ops Sup Analyst 2

Accenture

Skill required: Banking Services - Core Banking 
Designation: Business Advisory Analyst 
Qualifications:BBA/BCom/Master of Business Administration
 
Years of Experience:3 to 5 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? The Commercial Fulfillment, Loan Booking &amp; Deal Setup Analyst is responsible for end-to-end coordination and execution of commercial loan onboarding, documentation verification, and system setup in alignment with credit approval and compliance standards This role ensures accurate and timely fulfillment of commercial lending transactions, including loan booking, funding, and post-booking quality checks, to support the smooth execution of lending operations across middle and back-office functions Develop and deliver core banking solutions for the applications that process the essential functions of banks, including account management, interest calculations, cash deposits and withdrawals processing, customer management and product management. 
What are we looking for? 1. Commercial Fulfillment &amp; Documentation &bull; Review and validate credit approval packages, legal documents, and loan terms prior to setup and booking. &bull; Collaborate with relationship managers, credit officers, and legal teams to resolve documentation gaps and discrepancies. 2. Deal Setup &amp; Data Management &bull; Accurately input and verify deal structures, loan details, and collateral information into the loan origination and servicing systems (e.g., AFS, Loan IQ, nCino, or equivalent). &bull; Validate system entries against legal documentation, term sheets, and credit memos. 3. Loan Booking &amp; Funding &bull; Execute loan booking activities including drawdowns, renewals, modifications, and payoffs. &bull; Validate funding instructions and ensure alignment with treasury and disbursement controls. 4. Compliance &amp; Quality Control &bull; Ensure all bookings comply with internal policies, credit standards, and regulatory requirements (FDIC, OCC, SOX, etc.). &bull; Support internal audits and respond to control testing requests. 5. Stakeholder Coordination &amp; Support &bull; Serve as the operational point of contact for Relationship Managers, Underwriters, and Credit Administration teams. &bull;Account Reconciliations &bull;Banking &bull;Financial Services &bull;Investment Banking &bull;Adaptable and flexible &bull;Written and verbal communication &bull;Commitment to quality &bull;Problem-solving skills &bull;Commercial Lending &amp; Credit Services &bull;Basic accounting and economic concepts &bull;Analytical &amp; Proactive Skills
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of lower-complexity problems &bull; Your day to day interaction is with peers within Accenture before updating supervisors &bull; In this role you may have limited exposure with clients and/or Accenture management &bull; You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments &bull; The decisions you make impact your own work and may impact the work of others &bull; You will be an individual contributor as a part of a team, with a focused scope of work &bull; Please note that this role may require you to work in rotational shifts
 
BBA,BCom,Master of Business Administration

Business Advisory Analyst

Evolve Bank & Trust

<div>Job Description:

The Credit Risk Analyst will develop and evaluate credit risk indicators, forecast capital exposure, and implement risk policies and underwriting guidelines. The Credit Risk Analyst will provide analytical and financial support for credit approvals, portfolio structuring, and risk assessment, while coordinating with internal teams and external partners. Additionally, the position handles special projects, prepares portfolio metrics for senior leadership, and assists with training and concept reviews for new loan products and platforms.

Main Job Tasks and Responsibilities:
<ul><li>Prepare daily, weekly and monthly reporting on Open Banking Credit relationships which includes reports for Loan Committee and the Board as well as the quarterly call report.</li>
<li>Provide Open Banking client policy assessment, process evaluation, commercial exposure assessment.</li>
<li>Develop and evaluate risk indicators for Open Banking Credit, assessing performance against expectations, and develop forecast capabilities for credit risk and capital exposure.</li>
<li>Assist Credit Administration team in implementation of Open Banking credit risk policies, procedures &amp; underwriting guidelines.</li>
<li>Perform monthly Current Expected Credit Loss forecast model.</li>
<li>Support Paycargo Finance and other clients as needed and serve to coordinate requests for new credit approvals and renewals between clients and the Credit Administration team.</li>
<li>Provide ad hoc data and analytical support for Chief Credit Officer.</li>
<li>Assist in financial analysis, identification of the primary risk drivers, structuring of the loan portfolios, overall assessment of risk and ability to repay.</li>
<li>Participate in the platform approval process and provide recommendations.</li>
<li>Assist Loan Operations in solving loan related structure questions.</li>
<li>Assist in the process of vetting new loan products or niche markets.</li>
<li>Compile requested portfolio metrics for Chief Credit Officer.</li>
<li>Special Projects and Requests, as needed.</li>
<li>Work with Open Banking and support areas on training programs and concept reviews for specific loan requests.</li>
</ul>
 Education and Experience:
<ul>
<li>Minimum of ten years&rsquo; experience in data analytics in support of lending risk management, preferably at a financial institution or advisory firm.</li>
<li>Graduate degree in any applied analytical science (statistics, operations research, econometrics, business analytics, or math) or commensurate work experience is preferred.</li>
<li>Bachelors&rsquo; degree and sufficient coursework in business, economics, business analytics or similar areas is required.</li>
</ul>
Key Competencies:
<ul>
<li>High level of accuracy, thoroughness, and orderliness in performing work assignments.</li>
<li>Strong oral and written communication skills with the ability to communicate confidently with superiors and peers.</li>
<li>Strong portfolio life cycle assessment knowledge.</li>
<li>Attention to detail and accuracy.</li>
<li>Analytical skills.</li>
<li>Judgment and problem-solving skills.</li>
<li>Demonstrate proficiency with E.D.A. tools (exploratory data analysis) such as SAS, Power BI, Microsoft Excel Pivot Tables, etc.</li>
<li>Able to prioritize and reprioritize work tasks and deliver work product under tight deadlines</li>
<li>Comfortable with conflicting views of others and able to adequately express their point of view</li>
<li>Willingness to take ownership of recommendations and balance loan production with the proper risk/reward relationship</li></ul> 
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Credit Risk Analyst

Today's Bank

<div>Today's Bank is now seeking a Senior Credit Analyst who thrives on financial analysis and risk assessment. This role will help Today's Bank make sound lending decisions that support our customers and our mission.
The Senior Credit Analyst is responsible for performing in-depth financial analysis to determine the ability of individuals and businesses to service existing and proposed debt. This role estimates lending risks, including industry trends, interest rates, payment requirements, and cash flow- and communicates findings to Loan Officers, the Chief Lending Officer, Loan Committee, and Board of Directors to support informed decision-making.</div>

Senior Credit Analyst

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