Loan Agency Assignments & Intake Operations Analyst I

SRS Acquiom is a financial services technology company that specializes in M&A and loan agency transactions. The Loan Agency Assignments & Intake Operations Analyst I will administer loan agency transactions, manage client inquiries, and ensure compliance with loan documents while providing exceptional customer service in a fast-paced environment. Responsibilities Review and process assignments in compliance with loan documents to ensure timely and accurate processing Solicit, track, and process lender Administrative Details and Tax Forms Review wire instructions in the Loan System and perform callbacks to parties to verbally confirm wire instructions Complete all audit confirmations Respond to inquiries regarding assignments and document intake Provide support to internal and external users for SRS Acquiom platforms 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 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 High level of proficiency with computers and learning new software Understanding of syndicated and bilateral loans preferred Experience with Clearpar is a plus Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel Positive attitude Collaborative Operates with the highest integrity and attention to detail Self-motivated Ability to prioritize and multitask High attention to detail, accuracy, and thoroughness 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