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Loan Agency Assignments and Intake Team Operations Analyst I

SRS Acquiom is a fintech disruptor revolutionizing M&A and loan agency transactions. They seek a detail-oriented Operations Analyst to support Loan Agency transactions.

Skills

  • Exceptional customer service skills
  • Organizational skills
  • Problem-solving abilities
  • Analytical skills
  • Proficient in Microsoft Excel

Responsibilities

  • Review and process assignments in compliance with loan documents
  • Solicit, track, and process lender Administrative Details and Tax Forms
  • Review wire instructions and perform callbacks for confirmation
  • Complete all audit confirmations
  • Respond to inquiries regarding assignments and document intake
  • Provide support to internal and external users for platforms
  • Research and resolve issues related to administration and client service
  • Perform data entry in loan system and Microsoft Excel

Education

  • Bachelor's degree in finance, accounting, economics, or operations

Benefits

  • 10% bonus eligibility
  • Professional development opportunities
To read the complete job description, please click on the ‘Apply’ button
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CEO of SRS Acquiom
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Average salary estimate

$60937.5 / YEARLY (est.)
min
max
$55375K
$66500K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Loan Agency Assignments and Intake Team Operations Analyst I, SRS Acquiom

Are you ready to dive into the heart of financial transactions and make a tangible impact in the fintech world? Join SRS Acquiom as a Loan Agency Assignments and Intake Team Operations Analyst I in beautiful Minneapolis, Minnesota! Here, you'll be a key player in administering Loan Agency transactions. Your days will be filled with exciting tasks like setting up new loans, calculating payments, and ensuring everything runs smoothly for clients, lenders, and our fantastic internal teams. If you have a knack for exceptional customer service and love tackling complex problems, this role is perfect for you! Every day will challenge you to stay organized and detailed while you manage the daily administration of assigned tasks in our fast-paced setting. Collaborating closely with clients and service partners, you’ll guarantee that their experience with SRS Acquiom is nothing short of excellent. As a company known for its innovation and industry expertise since 2007, we provide you with a unified system of solutions that includes virtual data rooms, escrow administration, and more. With competitive pay and the opportunity to earn bonuses based on your performance, this role isn't just another job; it's a stepping stone to a rewarding career in finance. Don’t miss out on the chance to be part of SRS Acquiom's mission to redefine the way M&A and loan agency deals get done!

Frequently Asked Questions (FAQs) for Loan Agency Assignments and Intake Team Operations Analyst I Role at SRS Acquiom
What are the primary responsibilities of a Loan Agency Assignments and Intake Team Operations Analyst I at SRS Acquiom?

As a Loan Agency Assignments and Intake Team Operations Analyst I at SRS Acquiom, your main responsibilities will include reviewing and processing loan assignments, managing administrative details, performing audits, and responding to inquiries related to document intake. You'll ensure that all processes are completed accurately and efficiently, allowing the SRS team to maintain seamless transactions for clients.

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What qualifications are required for the Loan Agency Assignments and Intake Team Operations Analyst I position at SRS Acquiom?

To qualify for the Loan Agency Assignments and Intake Team Operations Analyst I position at SRS Acquiom, you need a Bachelor’s degree in finance, accounting, economics, or related experience. Ideally, candidates should have over a year of experience in finance, loan agency, or bank operations, with a solid understanding of both syndicated and bilateral loans. Proficiency with Microsoft 365 and Excel is also essential.

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How does SRS Acquiom support career growth for Loan Agency Assignments and Intake Team Operations Analysts?

At SRS Acquiom, we believe in nurturing our team's professional development. As a Loan Agency Assignments and Intake Team Operations Analyst I, you'll have the opportunity to work in a collaborative environment, enhancing your skills through hands-on experience and mentorship. We encourage our team members to take on new challenges and responsibilities which can pave the way for growth within the company.

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What is the expected work environment for a Loan Agency Assignments and Intake Team Operations Analyst I at SRS Acquiom?

As a Loan Agency Assignments and Intake Team Operations Analyst I at SRS Acquiom, you can expect a dynamic and fast-paced work environment. Each day presents new challenges that require meticulous attention to detail and the ability to effectively manage various tasks. It's an engaging atmosphere where communication and teamwork are highly valued, ensuring that you can thrive and evolve in your role.

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What skills are essential for success as a Loan Agency Assignments and Intake Team Operations Analyst I at SRS Acquiom?

To succeed in the role of Loan Agency Assignments and Intake Team Operations Analyst I at SRS Acquiom, proficiency in problem-solving, organization, and customer service skills are crucial. You'll need to be detail-oriented, able to analyze complex issues independently, and collaborate effectively with colleagues and clients alike to ensure a high-quality service experience.

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Common Interview Questions for Loan Agency Assignments and Intake Team Operations Analyst I
Can you describe your experience with loan processing and how it relates to the role of Loan Agency Assignments and Intake Team Operations Analyst I?

In your response, highlight any relevant experience you have with loan processing, such as reviewing loan documents or managing financial transactions. Explain how this experience has equipped you with the skills required for the Loan Agency Assignments and Intake Team Operations Analyst I role, such as attention to detail and the ability to work under pressure.

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What strategies do you use to manage deadlines in a fast-paced work environment?

Discuss specific time management techniques you utilize to prioritize tasks and efficiently meet deadlines. Emphasize your ability to stay organized and focused, which is essential for the Loan Agency Assignments and Intake Team Operations Analyst I role at SRS Acquiom where multitasking is a common requirement.

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How do you handle client inquiries and complaints in a financial services context?

Illustrate your approach to client service, detailing how you actively listen to client concerns, provide timely solutions, and ensure their satisfaction. This is particularly important as a Loan Agency Assignments and Intake Team Operations Analyst I since excellent customer service is a key component of the role.

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What tools or software have you used in your previous financial roles?

Mention any specific tools or software you've used, such as loan processing systems or CRM platforms. If you've worked with Microsoft 365 or Excel, emphasize your proficiency and how it can be beneficial in the Loan Agency Assignments and Intake Team Operations Analyst I position.

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Can you give an example of a complex problem you solved and how it relates to this position?

Share a specific example that highlights your analytical and problem-solving skills. Describe the complexity of the issue, your thought process in coming up with a solution, and the outcome. This will demonstrate your capability to address challenges in the Loan Agency Assignments and Intake Team Operations Analyst I role.

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How do you ensure compliance with financial regulations when processing loan transactions?

Explain your understanding of compliance standards and how you make it a priority to follow regulations in your previous experience. This is critical for the Loan Agency Assignments and Intake Team Operations Analyst I role, where adhering to guidelines is essential to protect both the company and clients.

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Why do you want to work for SRS Acquiom as a Loan Agency Assignments and Intake Team Operations Analyst I?

Your answer should reflect your enthusiasm for SRS Acquiom and the fintech industry. Talk about the innovative solutions they provide and how the company's mission aligns with your professional goals. This will show your genuine interest in being part of the team.

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What experience do you have with data entry and management in financial systems?

Discuss your previous experiences with data entry, focusing on accuracy and efficiency. Highlight any specific financial systems you are comfortable with and your proficiency in Microsoft Excel, which is essential for the Loan Agency Assignments and Intake Team Operations Analyst I role.

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How do you approach collaboration with team members and management?

Describe your collaborative work style, emphasizing the importance of communication and teamwork in achieving common goals. Share examples where effective collaboration led to successful outcomes, demonstrating your readiness for the Loan Agency Assignments and Intake Team Operations Analyst I position.

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What steps do you take to keep updated with changes in loan agency processes or financial regulations?

Explain your proactive approach towards staying informed about industry changes, such as subscribing to financial news sources, participating in relevant training programs, or networking with other professionals. This knowledge will be crucial in the Loan Agency Assignments and Intake Team Operations Analyst I role at SRS Acquiom.

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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$55,375/yr - $66,500/yr
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 19, 2025

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