Demo

Customer Support Specialist

ECLARO
Jacksonville, FL Full Time
POSTED ON 4/13/2025
AVAILABLE BEFORE 5/13/2025

Join a dynamic team providing trust, agency, and administrative services to borrowers and issuers in global capital markets. This role focuses on middle-office agency support for syndicated loans, working with diverse clients such as hedge funds, private equity firms, and financial institutions.

Key Responsibilities :

Portfolio Management :

  • Assist in managing a portfolio of syndicated loan transactions.
  • Review and interpret credit agreements and amendments.
  • Build new deals and amendments in loan systems.

Client Interaction :

  • Liaise daily with borrowers, clients, lawyers, and syndicate banks.
  • Maintain strong client relationships and resolve inquiries promptly.
  • Documentation & Administration :

  • Assist in reviewing and negotiating loan documentation.
  • Manage loan prepayments, drawdown requests, and transaction updates.
  • Ensure accurate data entry and system updates.
  • Operations & Compliance :

  • Coordinate with internal teams for KYC processes.
  • Adhere to operational controls and regulatory procedures.
  • Monitor and escalate open issues to team leadership.
  • Qualifications :

  • Bachelor’s degree in Business, Finance, Accounting, or Economics preferred.
  • 1-2 years of experience in finance or syndicated loan administration.
  • Proficiency in MS Excel; familiarity with Loan IQ is a plus.
  • Strong attention to detail, multitasking, and organizational skills.
  • Excellent interpersonal and communication abilities.
  • This is a contract position on a W-2 basis. This position cannot work with third party C2C employers. This position is hybrid in Jacksonville, FL.
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