Job Details

Operations Analyst - New York, NY

Responsibilities

• Performs business review of credit documentation, regulatory compliance review and booking of new investments and for amendments or periodic review.
• Ensures compliance and operational requirements are satisfied before closing and for amendments.
• Coordinates with internal and third parties to effect bookings, amendments and funding.
• Supports Credit Analysts with Branch and Head Office monitoring and reporting requirements.
• Tracks credit documentation and other customer reporting requirements for timely receipt.
• Performs agent function, including communicating with customers and other lenders for loan servicing and distribution of documents.
• Maintains related systems, reports, credit files and websites as well as assigns application numbers and records approvals.
• Performs other duties and responsibilities as assigned by management.

Qualifications

• Bachelor's degree in Finance, Economics or related field with at least 3 years of related experience.
• 2+ years of banking experience preferred.
• General knowledge of banking principles and/or loan markets.
• Excellent organization skills and detail oriented.
• Good interpersonal skills for team-oriented environment.
• Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access).
• Excellent oral and written communication skills.

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