Loan Servicing Specialist

Duration : 11 Months with extension or conversion possibility

The Associate will support the FID Secured Lending (FSL) origination function within Loan Operations, partnering with Business Unit deal teams and internal control functions to support new facilities, amendments, renewals, and related funding events.

The role is responsible for driving operational readiness from initial deal intake through booking and closing, with a focus on complete documentation, accurate system setup, timely issue identification, disciplined escalation, and audit-ready evidence.

• Review new-deal, amendment, renewal, and funding pipelines; establish clear ownership, milestones, dependencies, and target dates.
• Engage early with deal teams to obtain draft legal documentation and identify operational requirements, product structure, currencies, entities, and anticipated settlement flows.
• Maintain accurate status tracking and provide concise updates on readiness, open items, risks, and decisions required.
• Coordinate handoffs across origination, booking, funding, and post-closing servicing teams to prevent gaps or duplication.

• Collect and validate required closing packages, including applicable credit agreements, fee letters, closing checklists, borrowing notices, funding memos, standing settlement instructions, KYC evidence, approvals, and product-specific documentation.
• Compare operational instructions and economics to legal and approved deal terms and investigate discrepancies before booking or funding.
• Confirm that conditions required for operational setup are complete, appropriately approved, and retained in the designated repository.
• Escalate incomplete, late, or inconsistent documentation that may place closing or funding timelines at risk.

• Prepare and/or support deal, facility, borrower, lender, pricing, fee, commitment, and settlement setup in approved systems, including Loan IQ and applicable workflow tools.
• Coordinate account, entity, SSI, KYC, cash, and settlement readiness with relevant internal teams.
• Support pre-closing validation, maker-checker review, funding memo alignment, and release-readiness checks.
• Monitor closing-day activity, promptly resolve exceptions, and communicate material risks or dependencies to management and business partners.
• Complete post-closing checks to confirm that booked terms, balances, commitments, cash flows, fees, and retained evidence align with approved documentation.

• Execute assigned controls accurately and on time, including checklist completion, evidence retention, reconciliations, exception tracking, and escalation.
• Apply a control-first mindset to prevent incorrect bookings, late or failed fundings, settlement errors, inaccurate invoicing, and downstream books-and-records issues.
• Maintain a clear audit trail of source documentation, approvals, updates, exceptions, and resolution evidence.
• Follow applicable procedures, approval authorities, information-handling requirements, and segregation-of-duties standards.
• Identify recurring breaks or capacity constraints and contribute to root-cause analysis, process standardization, and sustainable remediation.

• Partner with Business Unit deal teams, Credit, Legal, KYC/AML, Controllers, Treasury, Technology, Asset Management, and other Operations teams.
• Provide timely, accurate, and transparent status updates, with clear ownership and next steps for open items.
• Respond to…