Loan Agency Operations Analyst, Payments

SRS Acquiom is a financial services technology company that specializes in M&A and loan agency transactions. They are seeking an Operations Analyst I for their Loan Agency Payments Team, responsible for processing and reconciling payments, generating reports, and providing customer service in a fast-paced environment.

Responsibilities

• Create and review all payments for the Loan Agency (ad hoc, payment uploads for scheduled payments, wires for fundings)
• Reconcile bank accounts across multiple banking platforms
• Generate required and requested reports for internal and external parties related to payments
• Complete quarterly reconciliation for annual tax reporting
• Responds to inquiries related to the creation, review, or status of payments
• Comprehend internal processes and procedures while maintaining internal controls
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience
• Research and resolve issues related to administration and client service in connection with assigned tasks
• Use judgment, interpretation, and problem-solving to understand loan-related information
• Professionally communicate and collaborate with internal groups and external clients by phone and email
• Perform data entry in the banking platform, the loan system, and Microsoft Excel
• Provide coverage and support to the team when needed
• Perform other related duties as assigned or requested

Skills

• Bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) required
• 1+ years of work experience in finance, loan agency, or bank operations
• Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently
• Deadline-driven and highly organized with exceptional attention to detail
• Proven problem-solving and analytical skills
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach
• Proven ability to collaborate with management and team members to align goals and complete all tasks
• Demonstrate integrity in the day-to-day administration of duties and all interactions with internal and external parties
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel
• High level of proficiency with computers and learning new software
• Must be able to work on-site in Denver in a hybrid schedule
• Work demands may require more than 40 hours a week
• Ability to work in a fast-paced environment and juggle multiple priorities
• Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process
• Familiarity with domestic and international wire instructions

Benefits

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
• A 401(k) with a 4% company match to keep your future on track
• Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

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