Loan Operations Specialist

CSC

Loan Operations Specialist supporting a diverse range of transactional requirements in capital markets. Engaging with investment banks and private equity funds while maintaining high standards of accuracy.

Posted 5/22/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $124,000 per yearWebsite

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

invoicingloan rollover processingloan payment managementreport generationdata governance compliancefinancial analysisloan operations workflowfinancial markets knowledgeloan facility agreementsdiscrepancy identification

Soft Skills

stakeholder communicationproblem-solvingattention to detailtime managementcollaboration

Tools & Technologies

WSOLoan IQDebtDomainiLEVELClearParMS OfficeExcel

Industry Keywords

bankingfinancial servicesloan operationsbilateral loanssyndicated loansproject finance loans

About the role

Key responsibilities & impact

Support an assigned book of business, with volume fluctuating quarterly
Invoicing Borrowers
Processing Loan Rollovers
Supporting Letter of Credit Activity
Facilitating & Managing Loan Payments
Generating Reports (daily, weekly, monthly, quarterly)
Ensuring compliance with data governance standards
Addressing inbound stakeholder queries via email or phone promptly
Assisting Transaction Managers with Deal Closings and preliminary reviews

Requirements

What you’ll need

Bachelor’s Degree preferred or 1-5+ years of Banking and/or Relevant Financial Services Experience (Loan Operations)
Knowledge of Loan Facility Agreements and understanding of roles involved in Bilateral, Syndicated Loans, and Project Finance Loans
Knowledge of financial markets and products
Experience using WSO, Loan IQ, DebtDomain, iLEVEL, ClearPar or other similar loan/banking platform
Understanding of general loan operations workflow
Ability to work effectively with numbers and identify discrepancies
Proficiency in using MS Office suite of applications, particularly Excel

Benefits

Comp & perks

Annual success-sharing bonuses or commission plans based on individual performance
Health insurance
Competitive and comprehensive benefits package including annual leave, tuition reimbursement, referral bonuses, and more
Flexible work arrangements such as hybrid or remote work schedules