Demo

Loan Solutions Associate

Primary Talent Partners
Chesterbrook, PA Contractor
POSTED ON 2/3/2025
AVAILABLE BEFORE 3/31/2025
Primary Talent Partners has a 6-month contract opening for a Loan Solutions Associate to join a French multinational medical device investment bank for a hybrid position in Chesterbrook, PA.

Pay: $30.00/hr - $35/hr
Contract: W2, 6 months, extensions or conversion possible, cannot support C2C or provide sponsorship
Type: Hybrid 50%, 40 hours per week, local candidates only
 
Job Description:
  • Act as both main and secondary contacts for Client relationships on the Loan Solutions US service delivery across both Loan & Collateral Administrations platforms as required.
  • Oversee the service delivery completed in Loan Solutions Portugal, ensuring the service is of a high standard and on time, monitoring in accordance with SLA and prevailing governance.
  • Monitor and support operational and regulatory processes in the department to ensure that they are effectively carried out and coordinated within company procedures, guidelines and expectations. Recommend improvements where appropriate in line with best practice.
  • Work under general guidance from more senior staff referring more unusual and complex matters upwards for support when required.
  • Focus on providing analyses and interpreting results based on expertise and experience to help identify opportunities for improvements to the service that the Client Delivery team can provide to clients.
  • Deliver small-scale projects or well-defined tasks on major projects to improve operational support to clients.
  • Establish relationships to identify business and client requirements and provide appropriate support.
  • Completion and/or oversight checks of Loan Solutions service delivery
  • Manage any client queries or escalations ensuring appropriate actions are taken to resolve any service issues in a timely manner
  • Responsible for ensuring all client KPI’s and service delivery commitments are being met in accordance with client service level agreements.
  • Support junior level staff and working with colleagues and managers to contribute to enhancements, change controls and the on board of new business and service delivery.
  • Working with colleagues, management and internal stakeholders to support onboarding of new funds across the Loan Solutions product portfolio.
  • Monitor the ongoing production process and the effective utilization of resources.
  • Act on feedback from client reviews to maintain client satisfaction.
  • Oversight of local and IOC production activity.
  • Monitor team performance, identifying potential savings and improvements and escalating any issues as appropriate.
  • Set an example and promote a culture of delivery excellence within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion.
  • Ensure the Loan Solutions Manager and others, as appropriate, are kept aware of all issues/problems/queries/work in progress that may impact the quality of service being given.
  • Adherence to bank policies and compliance requirements.
Self-Management / Personal Development
  • Develop effective working relationships and communications with staff and ensure that staff are motivated, developed and supported.
  • Manage own time and activities effectively setting an example through good housekeeping and time management
  • Take responsibility for personal development and training.
  • Keep up to date with legislative and regulatory changes affecting the business.
  • Actively participate in the objectives and appraisal processes by completing a self-evaluation and suggesting appropriate development to ensure own effectiveness in a changing business context.
Key internal stakeholders:
  • IOCs Operations and management
  • Fund Accountants, internal and external
  • LSAT US Business Analysts
  • IT support/ ORC
  • Risk OPC
Key external key stakeholders:
  • Clients
  • Investors
  • Loan Agents
  • Auditors
  • Counterparties
  • Vendors /system providers

Primary Talent Partners is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.

If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at info@primarytalentpartners.com

#PTPJobs

Salary : $30 - $35

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