IrvineRecruiter Since 2001
the smart solution for Irvine jobs

Bank Loan Settlements Specialist, Senior Associate

Company: WHITRIDGE ASSOCIATES INC
Location: Irvine
Posted on: May 15, 2022

Job Description:

Bank Loan Settlements Specialist, Senior AssociateYou are here

Home / Bank Loan Settlements Specialist, Senior Associate
  • BS or BA degree in Finance, Economics, or related discipline
  • Minimum 5 years of investment management operations experience - technical knowledge of bank loan settlements and trade processing preferred
  • Highly proficient in Microsoft Office applications - Outlook, Excel, Word, PowerPoint
  • Excellent verbal and written communication skills
  • Detail oriented critical thinker with proven record for accuracy and sound judgment
  • Strong organization, time management, and negotiation skills
  • Demonstrated capability to multi-task daily workload with ad-hoc projects
  • Adept at shifting priorities in a dynamic, fast-paced, high-touch, team environmentThe person who secures this role will:
    • Responsible for coordinating timely settlement of bank loan trade activity with multiple parties
    • Communicate heavily via external phone and email in addition to internal team floor
    • Cultivate effective working relationships with settlement parties
    • Process trade instruction received from Investment Manager into recordkeeping system
    • Resolve manual and automated processing errors as needed
    • Maintain clear and concise status comments on unsettled trade activity
    • Deliver material updates to clients on regularly scheduled and ad-hoc bases
    • Serve as a lead resource on non-standard activity, new hire training, and junior staff mentoring
    • Recommend operational process flow improvements to management
    • Address: 50 Thomas Patten Dr., 2nd Floor

Keywords: WHITRIDGE ASSOCIATES INC, Irvine , Bank Loan Settlements Specialist, Senior Associate, Accounting, Auditing , Irvine, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Irvine RSS job feeds