Remote, Travel
Posted 4 weeks ago


  • Build trusted client relationships through proactive account management and effective project delivery
  • Establishes knowledge of client business challenges and priorities to translate into opportunities
  • Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner.
  • Helps deliver presentations to clients and management teams
  • Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards.
  • Translate client’s business needs into detailed business requirements documents, use cases and systems interaction diagrams.
  • Works with customers and internal Creative teams to establish approved wireframes and mock-ups for solutions
  • Assists project team to establish high, mid, and micro level plans for project team.
  • Helps to establish critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria.
  • Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met
  • Helps establish project test strategy, methodologies, test plans as well as assist with test execution.


  • 2-5 years loan admin exp.
  • Experience with Commercial and Syndicated Loans is required
  • Experience with ACBS is required
  • Reconciliation experience with: cash, assets, restricted positions, Triparty collateral, bank loans/loan admin servicing, and/or stock
  • Past Custody, Regulatory, or Operational Control experienceExperience with Bank Loan lifecycle event processing and reconciliation
  • Knowledgeable with sub GL to GL reconciliations, a plus
  • Strong communication skills.

Job Features

Job Category


Apply Online

A valid email address is required.
A valid phone number is required.