Loan operations professional (New York)
Vertisystem (A MOURI Tech Company), New York, NY, United States
OVERVIEW
Looking for an experienced loan operations professional to join the Secured Lending operations team on a temporary basis. The business is in a period of significant volume growth, and this role exists to provide immediate production capacity in loan booking, participant servicing, and agency servicing — all within LoanIQ.
This is a hands-on production role. We need someone who can process transactions from day one with minimal ramp-up. Prior experience at a major syndicated lending institution (agent bank or participant) is essential.
REQUIRED QUALIFICATIONS
• Minimum 3-4 years of hands-on experience in syndicated loan operations at a bank, fund administrator, or financial institution
• Direct, daily working experience with LoanIQ — this is non-negotiable. Candidates must be able to navigate deal/facility/loan hierarchies, process servicing events, and troubleshoot system issues independently
• Demonstrated experience in at least two of the following three areas: loan booking/deal setup, participant servicing, agency servicing
• Understanding of SOFR-based lending conventions, including rate lookback mechanics, compounding methods, and fallback provisions
• Ability to read and interpret credit agreements, amendments, and agent notices to extract operational terms
• Strong attention to detail in a high-volume, deadline-driven environment
PREFERRED QUALIFICATIONS
• Prior experience at a bulge-bracket or large regional bank in a loan operations or loan servicing role (in the big banks)
• Experience with structured credit products: CLO warehouses, CRE warehouses, subscription finance / capital call facilities
• Experience with Microsoft Dynamics or similar case management / workflow tools
Looking for an experienced loan operations professional to join the Secured Lending operations team on a temporary basis. The business is in a period of significant volume growth, and this role exists to provide immediate production capacity in loan booking, participant servicing, and agency servicing — all within LoanIQ.
This is a hands-on production role. We need someone who can process transactions from day one with minimal ramp-up. Prior experience at a major syndicated lending institution (agent bank or participant) is essential.
REQUIRED QUALIFICATIONS
• Minimum 3-4 years of hands-on experience in syndicated loan operations at a bank, fund administrator, or financial institution
• Direct, daily working experience with LoanIQ — this is non-negotiable. Candidates must be able to navigate deal/facility/loan hierarchies, process servicing events, and troubleshoot system issues independently
• Demonstrated experience in at least two of the following three areas: loan booking/deal setup, participant servicing, agency servicing
• Understanding of SOFR-based lending conventions, including rate lookback mechanics, compounding methods, and fallback provisions
• Ability to read and interpret credit agreements, amendments, and agent notices to extract operational terms
• Strong attention to detail in a high-volume, deadline-driven environment
PREFERRED QUALIFICATIONS
• Prior experience at a bulge-bracket or large regional bank in a loan operations or loan servicing role (in the big banks)
• Experience with structured credit products: CLO warehouses, CRE warehouses, subscription finance / capital call facilities
• Experience with Microsoft Dynamics or similar case management / workflow tools