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Loan IQ Operations Analyst
Ref No.: 21-00599
Location: morrisville, North Carolina
Software Guidance & Assistance, Inc., (SGA), is searching for a LoanIQOperations Specialist/Analyst for a CONTRACT assignment with one of our premier Financial Services clients in Raleigh, NC.

** W2 ONLY **
3 Openings

Responsibilities:
  • Administering customer information and data relating to credit agreements, loan drawdowns, maturities, rollovers, repayments and rate fixings for Originating and Servicing syndicated loans, bilaterals, Trade Finance and TRS transactions.
  • Reviewing Loan Agreements and commenting on operational aspects; and building deals in LIQ.
  • Processing and reviewing waivers, consents, amendments, and voting requests from Agents and/or the Front Office and coordinating responses.
  • Submitting new customer requests to Client ID and ensuring set up in Loan IQ
  • Receive, verify and act on requests from clients for new loan advances, increases, repayments and renewals. Processing outstanding details and commitment increase / decreases
  • Recordation of Agency trades, Settlement of Secondary Par and Distressed trades, primary trades, and TRS.
  • Reconciliation of Nostro/WIP accounts, resolving outstanding items in a timely manner. Review and remediate breaks and other exceptions as picked up on other internal control reports.
  • Ensure all settlement activities are in compliance with the funds transfer policy.
  • Investigation and resolution of queries, from both internal and external clients.
  • Agency Client Coverage is a highly visible team serving as the primary day-to-day administrative contacts for the firm's Syndicated Loans business, generating over $30MM of revenue annually for the Bank. The team is responsible for overseeing approximately 350 corporate borrowers and over 115,000 active investor positions. Each staff owns his/her individual portfolio of borrower clients (~15-20), whom they service daily, along with the investor population within said deals. The team also works closely with Corporate Banking Relationship Managers, Sales & Trading desks, Credit Risk Management, Legal & Compliance and Product Control, amongst others.
  • Agency Client Coverage team sits within Loan Operations department in Group Operations. Team consists of ~24 full-time staff members, with 3-4 Team Lead/Supervisors reporting into Manager.
  • Client facing role
  • Opportunity to grow/learn about the Syndicated Loans product
  • Opportunity to build network/relationships with both internal & external clients, including executive members of our corporate borrowers
  • Opportunity to interact with both domestic & international clients each day
  • Daily interactions span across several teams/departments internally


SGA is a Certified Women's Business Enterprise (WBE) celebrating over thirty years of service to our national client base for both permanent placement and consulting opportunities. For consulting positions, we offer a variety of benefit options including but not limited to health & dental insurance, paid vacation, timely payment via direct deposit. SGA accepts transfers of H1 sponsorship for most contracting roles. We are unable to sponsor for Right-to-Hire, Fulltime, or Government roles. All parties authorized to work in the US are encouraged to apply for all roles. Only those authorized to work for government entities will be considered for government roles. Please inquire about our referral program if you would like to submit a candidate for any of our open or future job opportunities. SGA is an EEO employer. We encourage Veterans to apply. To view all of our available job postings and/or to learn more about SGA please visit us online at www.sgainc.com.