What are the responsibilities and job description for the Senior Loan Closer position at Siepe?
Siepe is a rapidly growing, Dallas-based SaaS company, specializing in developing tech-enabled solutions for firms in the hedge fund and financial services industry. Our mission is to deliver a single source of truth from which investment managers can find strategic, actionable insights to drive competitive advantage and business growth.
We are a profitable company and offer competitive compensation and benefits while also providing an opportunity for advancement in a growing business.
Siepe is seeking an experienced individual with a strong business acumen to execute a variety of operational objectives. As a member of the Siepe team, you will work closely with our product groups performing the day-to-day functions, identifying operational improvements, and supporting the various lines of business.
Responsibilities
We are a profitable company and offer competitive compensation and benefits while also providing an opportunity for advancement in a growing business.
Siepe is seeking an experienced individual with a strong business acumen to execute a variety of operational objectives. As a member of the Siepe team, you will work closely with our product groups performing the day-to-day functions, identifying operational improvements, and supporting the various lines of business.
Responsibilities
- Knowledge and understanding of LSTA / LMA Settlement documents, agent bank notices, credit agreements, and other governing credit documents
- Demonstrated ability to coordinate with all parties involved to receive and review trade documentation and execute settlements.
- Effectively communicate with clients and various parties ensuring status reports are delivered in a timely manner
- Ability to manage processes and deliverables meeting or exceeding SLA (Service Level Agreements) requirements.
- Ability to resolve complex issues and or escalate in a timely manner.
- Ability to train, develop, and provide oversight to staff.
- Effectively manage client relationships while providing quality service
- Comply with and enforce standard policies and procedures.
- Design efficient quality control metrics
- Establish performance targets
- Bachelor’s degree, or 5 years of related work experience.
- Proficiency in Microsoft Office products with intermediate to advanced knowledge of Excel required
- Extensive knowledge of all asset-class transactions and payment requirements
- Extensive knowledge of the Loan Settlements process and settlement platforms
- Extensive knowledge of LSTA / LMA guidelines and loan settlement requirements
- US Citizen or Permanent Resident eligible to work in the US without sponsorship
- Pays attention to detail and takes ownership and pride in delivering quality work outputs
- Ability to adapt to changing environments and possess excellent analytical and problem-solving skills
- Ability to handle multiple projects simultaneously
- Strong verbal and written communication skills
- Takes initiative and ownership of job responsibilities and performs duties accurately and timely
- Self-motivated, self-starter, and challenge-seeker