Specialist loan operations
About The Role:
Grade Level (for internal use): 08 The Role: The ClearPar Loan Operations division is seeking a dedicated and experienced professional to join our global Loan Administration Team as a Specialist. This role requires a candidate with strong interpersonal communication, organization, and time management skills. ClearPar is the first fully operational provider of par and distressed loan closing and recordkeeping services for the syndicated loan market. Through a unique combination of experienced personnel and electronic processing, hardware, and software, ClearPar has built a single platform system to address market demands for efficient settlement of par loan closings. Responsibilities: As a Specialist, you will play a critical role in extracting relevant data from credit agreements and building those deals in our platform to enable brokers to book trades against them. Your responsibilities will also include processing amendments, managing agent changes, and maintaining loan activity records. This role offers exposure to a vibrant financial market and involves daily interaction with clients of varying seniority levels in LMA, LSTA and APLMA markets- Extract and analyze relevant data from credit agreements to accurately build and manage deals in the ClearPar platform, facilitating the booking of trades by brokers.
- Process amendments, agent changes, and maintain comprehensive records of loan activity to ensure data integrity and compliance with operational standards.
- Ensure strict adherence to processing deadlines and quality-controlled operational processes in line with LSTA/LMA standards for both primary and secondary par loan transactions and/or trades.
- Proactively identify and resolve internal and external trade and system-related issues. Collaborate with internal partners and management to develop resolution plans and manage escalations effectively.
- Capture and channel user feedback through effective communication and listening skills. Partner with leaders, peers, product associates, sales, and relationship managers on projects aimed at enhancing client service and driving continuous improvement of products and services.
- Mentor and cross-train team members and neighboring divisions to foster an agile workforce capable of addressing issues and engaging with joint clients.
- Opportunity to work in an established business with growth ambitions.
- Opportunity to work with industry leading subject matter experts
- Autonomy to experiment with the product process
- Partner with all aspects of the business including senior leadership, sales, and client facing teams
- Contributes to solution roadmaps which clearly articulate the solution vision and strategy to enable executive buy-in
- Ensure output quality against defined tasks and activities
- Define concepts of short-term and long-term planning
- Supports product delivery with timely execution of metrics and other information
- Research and compiles information from documented sources on objectives and goals which may impact requirements
- Document requirements including customer journey, features, user stories, cross team dependencies, separating core product build vs. integration features, outlining what is in and out of scope
- Contribute to day-to-day working relationships building with stakeholders
- Document stakeholder communication needs
- Ensure development team has what they need to execute on our product priorities
- Ensure that client service and sales have what they need to drive revenue and retain our current clients
- Lead and present certain agile development ceremonies
- Positive, proactive attitude with a strong ability to work effectively in a team environment.
- Exceptional skills in listening to clients and articulating complex ideas and information clearly and concisely.
- Proven ability to maintain strong relationships with senior members of client organizations, addressing their needs and ensuring high levels of client satisfaction.
- Goal-oriented with the ability to organize, multi-task, and prioritize in a fast-paced environment.
- Capable of managing projects independently when required.
- Adaptable individuals with transferable skills who have worked in a corporate environment for 1-2 years, ideally in roles that are heavy in email and team messaging interactions.
- Customer service experience in any field is a plus!
- Bachelor’s Degree or equivalent work experience.
- Ability to handle stressful customer situations with patience and poise.
- Strong organizational and prioritization skills for complex issues and projects.
- Knowledge and experience with internet-based applications.
- Ability to think critically, analyze issues, and question current processes.
- Eager to learn with strong analytical and problem-solving abilities.
- Proficient in Microsoft Word and Excel.
- Demonstrated process improvement skills.
- Bachelor’s degree in Finance, Economics, or a related field.
- Work experience within the financial and/or syndicated loan industry.
- Fresh graduates with a strong interest in client management or operations may be considered.
- Strong proficiency in MS Office (Word, Excel, PowerPoint).
- Salesforce knowledge
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
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