SRS Acquiom is a company known for innovating the financial services technology sector, particularly in M&A and loan agency transactions. They are seeking an Operations Analyst I for their Loan Agency Payments Team, responsible for processing and reconciling payments while providing exceptional customer service and support to clients and partners.
Responsibilities
- Create and review all payments for the Loan Agency (ad hoc, payment uploads for scheduled payments, wires for fundings)
- Reconcile bank accounts across multiple banking platforms
- Generate required and requested reports for internal and external parties related to payments
- Complete quarterly reconciliation for annual tax reporting
- Responds to inquiries related to the creation, review, or status of payments
- Comprehend internal processes and procedures while maintaining internal controls
- Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience
- Research and resolve issues related to administration and client service in connection with assigned tasks
- Use judgment, interpretation, and problem-solving to understand loan-related information
- Professionally communicate and collaborate with internal groups and external clients by phone and email
- Perform data entry in the banking platform, the loan system, and Microsoft Excel
- Provide coverage and support to the team when needed
- Perform other related duties as assigned or requested
Skills
- Bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) required
- 1+ years of work experience in finance, loan agency, or bank operations
- Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts
- Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently
- Deadline-driven and highly organized with exceptional attention to detail
- Proven problem-solving and analytical skills
- Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach
- Proven ability to collaborate with management and team members to align goals and complete all tasks
- Demonstrate integrity in the day-to-day administration of duties and all interactions with internal and external parties
- Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel
- High level of proficiency with computers and learning new software
- Must be able to work on-site in Denver in a hybrid schedule
- Work demands may require more than 40 hours a week
- Ability to work in a fast-paced environment and juggle multiple priorities
- Familiarity with domestic and international wire instructions
Benefits
- Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
- A 401(k) with a 4% company match to keep your future on track
- Discretionary time off - take the time you need, when you need it
- Employer‑paid life insurance, with the option to add extra coverage for peace of mind
- Employee Assistance Programs for confidential support when life gets complicated
- Discounted pet insurance (because furry family members count, too)
- A fitness credit to back your health and wellness goals
- Pre‑tax plans for dependent care, transportation, and flexible spending
Company Overview
SRS Acquiom manages complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is http://www.srsacquiom.com.
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