Credit Operations Analyst

Gen II Fund Services

New York, NY0–2 yrs58m agovia LinkedIn

About the Role

The Credit Operations Administrator will provide essential support to the loan operations team within Gen II’s Credit Operations function. This individual will assist in maintaining operational standards, supporting process documentation, following established procedures and controls, participating in training activities, and contributing to an exceptional client experience.

Key Responsibilities

  • Credit Operations Tracking
  • Follow established guidelines to help maintain operational excellence.
  • Drive accuracy, timeliness, and control throughout the credit process.
  • Review and interpret credit agreements and loan notices.
  • Enter loan data updates in the loan operations system.
  • Reconciliation and Reporting
  • Training
  • Engage in all required training sessions.
  • Take part in a culture of ownership, accountability, and continuous improvement.
  • Ensure you are fully trained and equipped to support evolving client and regulatory needs.
  • Client & Team Collaboration
  • Respond to client and internal inquiries professionally and promptly, escalating complex issues when necessary.
  • Collaborate with team members to identify opportunities for process improvement.

Requirements & Tech Stack

  • Loan operations system
  • Credit agreements
  • Loan notices

Qualifications

  • 0-2 years of experience in credit operations, fund administration, or a related financial services function.
  • Strong understanding of loan servicing, documentation, and private credit structures.
  • Strong attention to detail and commitment to operational excellence.
  • Ability to follow instructions and established procedures.
  • Excellent interpersonal communication skills.
  • Excellent written and verbal communication skills.
  • Bachelor's degree required - Finance, Economics, or Business Administration major preferred.

Work Arrangement: Hybrid schedule (three days in office, two days remote).

Salary Range: $60,000-$70,000, in addition to a comprehensive benefits package.

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