IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.
Job Description
An opportunity has arisen for the role of an experienced Loan Analyst to join our Loan Administration Services Team. Our team provides loan portfolio administration Services to our debt and credit clients.
Responsibilities
Assist in management of a portfolio of loan administration clients and responsible for the delivery of high quality service to each of the clients assigned to them.
Assist with onboarding of new loans onto servicing platform.
Communicating and implementing any updates and/or operational changes as necessary with clients and team
Communicates effectively with clients and associated parties on loan portfolio activities.
Assist with building and maintaining strong relationships with clients and liaising with these parties on a frequent basis.
Ensuring agreed client service levels are met.
Responsible for accurate system input and client reporting
Asset onboarding including review and analysis of loan documentation
Accurate inputting and processing of all relevant loan information into the loan administration software
Day-to-day asset management including booking cash or accrual transactions, making payments, and performing daily position and cash reconciliations
Timely resolution and escalation of all inquiries and issues related to loan processing
Liaising and coordinating with external clients and internal client services teams to ensure timely responsiveness and resolution to inquiries
Liaising and coordinating with external third parties such as other Loan Administration team, Borrowers, Lenders, Trustees and Agent Banks
Review and distribute loan reports as agreed with clients
Follow established procedures related to loan documentation/processing activities and make recommendations to support process improvement and risk management
Perform special projects, and additional duties and responsibilities as required
Required Experience
Third level qualification in Business (or similar)
Minimum 3-years’ experience in financial services, with background in consultancy/audit, loan operations, banking, or corporate lending, an advantage
Proactive with strong sense of responsibility
Ability to collaborate with team members within and outside of own team
Ability to independently research and resolve problems
Solid Microsoft Excel knowledge
Meticulous, diligent, willing to learn
Excellent organizational, prioritization, interpersonal, and communication skills
Experience in debt and credit systems.
Experience with Allvue would be an advantage
Strong commercial acumen and work ethic
Qualifications
Required Experience
Third level qualification in Business (or similar)
Minimum 3-years’ experience in financial services, with background in consultancy/audit, loan operations, banking, or corporate lending, an advantage
Proactive with strong sense of responsibility
Ability to collaborate with team members within and outside of own team
Ability to independently research and resolve problems
Solid Microsoft Excel knowledge
Meticulous, diligent, willing to learn
Excellent organizational, prioritization, interpersonal, and communication skills
Experience in debt and credit systems.
Experience with Allvue would be an advantage
Strong commercial acumen and work ethic
Additional Information
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
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