Loan Services Associate
About the role
Responsibilities
- Help lead the transition of all loan processing activities for the global credit business to a centralized operational model.
- Develop and execute a comprehensive transition plan, including detailed timelines, resource allocation, and risk management strategies.
- Ensure seamless knowledge transfer and integration of loan processing activities, minimizing disruption to business operations during the transition.
- Implement and publish a comprehensive KPI and SLA framework for the loan processing team, ensuring alignment with business objectives.
- Establish clear metrics for processing efficiency, accuracy, compliance, and timeliness.
- Optimize workflows to maintain continuous loan processing and the timely resolution of issues, improving service levels and client satisfaction.
- Lead the identification and implementation of process improvement initiatives within Loan Processing and collaborate with technology and operations teams to automate manual processes and implement advanced tools to enhance loan processing efficiency.
Requirements
- 3-5 years of experience in Loan operations with specific familiarity with the following reconciliations: • Positions
- Contract Details
- Accruals
- Realized Coupons
- Revolver/ DDTL Activity/ Term Loan
- Transactions
- Lifecycle events
- Position Attributes
- Knowledge of CLOs and/or broadly syndicated loans would be a plus.
- Previous exposure to Sentry is a plus.
- Proven ability to drive process improvements and operational excellence.
- Strong analytical, problem-solving, communication, and stakeholder management skills.
- Ability to collaborate effectively with operations and technology teams, including support for automation initiatives and tool enhancements.
- Demonstrated commitment to accuracy, compliance, timeliness, continuous improvement, and team collaboration.
#LI-DS1 #LI-Hybrid
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company - and ultimately a community - that recognizes and celebrates everyone's unique perspective.
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