Job details

Senior Loan Closer

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Siepe is a rapidly growing, Dallas-based SaaS company, specializing in developing tech-enabled solutions for firms in the hedge fund and financial services industry. Our mission is to deliver a single source of truth from which investment managers can find strategic, actionable insights to drive competitive advantage and business growth.

We are a profitable company and offer competitive compensation and benefits while also providing an opportunity for advancement in a growing business.

Siepe is seeking an experienced individual with a strong business acumen to execute a variety of operational objectives. As a member of the Siepe team, you will work closely with our product groups performing the day-to-day functions, identifying operational improvements, and supporting the various lines of business.

Responsibilities

Knowledge and understanding of LSTA / LMA Settlement documents, agent bank notices, credit agreements, and other governing credit documents.
Demonstrated ability to coordinate with all parties involved to receive and review trade documentation and execute settlements.
Effectively communicate with clients and various parties ensuring status reports are delivered in a timely manner.
Ability to manage processes and deliverables meeting or exceeding SLA (Service Level Agreements) requirements.
Ability to resolve complex issues and or escalate in a timely manner.
Ability to train, develop, and provide oversight to staff.
Effectively manage client relationships while providing quality service.
Comply with and enforce standard policies and procedures.
Design efficient quality control metrics.
Establish performance targets.
Work can average 45-50 hours per week.

Qualifications

Bachelor’s degree, or 5 years of related work experience.
Proficiency in Microsoft Office products with intermediate to advanced knowledge of Excel required.
Extensive knowledge of all asset-class transactions and payment requirements.
Extensive knowledge of the Loan Settlements process and settlement platforms.
Extensive knowledge of LSTA / LMA guidelines and loan settlement requirements.
Must be authorized to work in the US without the need for current or future sponsorship.

Skills

Pays attention to detail and takes ownership and pride in delivering quality work outputs.
Ability to adapt to changing environments and possess excellent analytical and problem-solving skills.
Ability to handle multiple projects simultaneously.
Strong verbal and written communication skills.
Takes initiative and ownership of job responsibilities and performs duties accurately and timely.
Self-motivated, self-starter, and challenge-seeker.

We are proud to offer a comprehensive benefits package that supports your well-being both inside and outside of work. Enjoy paid holidays and vacation, 401k matching, and bonus opportunities, as well as access to our learning & development program to help you grow your career. Additional perks include daily catered lunches, monthly celebrations, quarterly offsite events, and annual holiday parties. We also provide a generous employee referral program. Join us and be part of a company that invests in your success and values your contributions!

Average salary estimate

$100000 / YEARLY (est.)

min

max

$80000K

$120000K

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What You Should Know About Senior Loan Closer, Siepe

At Siepe, a dynamic SaaS powerhouse from Dallas, we're not just looking for a Senior Loan Closer; we want a driven expert who’s eager to make a difference! Our team is dedicated to creating cutting-edge solutions for the hedge fund and financial services industries. As a Senior Loan Closer, you will wear many hats, collaborating closely with our product teams while executing daily operational tasks. You’ll have the opportunity to dive deep into LSTA and LMA settlement documents and coordinate closely with involved parties to ensure timely trade documentation and settlements. We are passionate about operational improvements and are looking for someone to help us push further. Your excellent communication skills will help you keep clients informed on status reports while also managing client relationships with finesse. We value accountability and quality, so your attention to detail will shine as you ensure compliance with our policies and enforce quality control metrics. In return, we offer a supportive environment with great perks, including a robust benefits package, catered lunches, and opportunities for growth. If you're ready to take the plunge into an exciting role where your contributions are truly valued, we can’t wait to hear from you!

Frequently Asked Questions (FAQs) for Senior Loan Closer Role at Siepe

What are the key responsibilities of the Senior Loan Closer at Siepe?

The Senior Loan Closer at Siepe is responsible for executing operational objectives such as coordinating with various parties for trade documentation, communicating status reports to clients, managing processes to meet service level agreements, and resolving complex issues. They also focus on training and developing staff while ensuring compliance with policies and quality metrics.