Loan Operations Analyst – Dallas

About the role

We have an exciting opportunity to work with one of our prestigious clients at a Tier 1 Investment Bank. You will be part of a fast‑paced Loan Servicing operations team, communicating with multiple internal and external teams.

Key responsibilities

• Oversee operational processes across the full syndicated loan lifecycle, including origination, funding, servicing, and settlement.
• Review and interpret credit agreements to ensure accurate execution of loan operations in accordance with terms and conditions.
• Coordinate with syndicate members, borrowers, and internal stakeholders to manage loan events such as amendments, refinancings, paydowns, restructures, and transfers.
• Perform quality control and reconciliation of loan transactions to identify and resolve discrepancies in data, documentation, or payments.
• Track and monitor financial covenants, ensuring compliance and timely reporting, and escalating breaches as needed.
• Prepare and review reports on loan activity, portfolio status, and key operational metrics for internal and external stakeholders.
• Manage collateral requirements, including tracking, verification, and maintaining appropriate documentation to ensure compliance with loan terms.

Required profile

• Bachelor’s degree or equivalent.
• Commercial loans product knowledge and understanding of the syndicated loan lifecycle.
• Familiarity with loan documentation (LMA/LSTA, credit agreements, funding memos, etc.).
• 1‑3 years of relevant financial experience.
• Ability to work in a fast‑paced environment with strong communication skills.
• Advanced Excel skills and strong attention to detail.
• Preferred: previous middle‑office or operations experience.
• Preferred: previous loan servicing experience.