Job Details

Operations Analyst - New York, NY

Position: Operations Analyst

Industry: Finance

Location: New York, NY

Salary: 100K - 115K

Status: Direct Hire/Full-time

Ref #: 31075


  • 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.


  • 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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