Loan Agency Relationship Associate

About SRS Acquiom

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done. 

Since 2007, we’ve brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down.

Today, we deliver a unified system of solutions — virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together.

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets. 

If you’re looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you!

A few benefits our employees enjoy

• 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

Position Summary

The Loan Agency Relationship Associate I works in SRSA’s Loan Agency department and manages client relationships and the daily administration of assigned Loan Agency accounts. Serves as a contact for borrowers, lenders, professionals, and other internal and external service partners. Manage daily administration of assigned accounts in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

This position is hybrid and located in Denver, CO. The salary range for this position is between $63k - $75k, depending on level of experience.

 Primary Responsibilities 

• Maintain a working knowledge of all transactions in the assigned loan portfolio. 
• Assist Loan Agency Relationship Managers with deal closings and terminations.
• Coordinate KYC solicitation for new transactions.
• Perform ongoing deal administration for the assigned portfolio. Duties may include processing payments, tickler management, collateral reviews, invoicing, responding to inquiries, reporting, and other related items.
• Independently tackles more complex transactions, tasks, and reporting responsibilities.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure an exceptional experience. This includes professional communication and collaboration with internal groups and external clients by phone and email.
• Use best judgment, interpretation, and problem-solving skills to understand loan documentation and resolve issues.
• As requested, assist with training and mentoring other team members. May be appointed to a team lead role.
• Comprehend internal processes and procedures and maintain internal controls. Work with Loan Agency management to identify opportunities to enhance our control environment.
• Provide coverage and support to the team as a whole when needed. 
• Perform other related duties as assigned or requested. 

 Required Qualifications & Skills

• A bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) is required. 
• 4+ years of experience in finance, loan agency, or bank operations.
• A comprehensive understanding of syndicated and bilateral loans is required. 
• Prior experience reading, analyzing, and interpreting legal documents.
• Ability to independently research, analyz,e and resolve complex problems and quickly learn new concepts with limited oversight or assistance. 
• Deadline-driven and highly organized with exceptional attention to detail.
• Strong drive to achieve results and the ability to self-motivate despite multiple priorities while managing time efficiently. 
• 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. 
• High level of proficiency with computers and learning new software.