Loan Analyst

Investment Bank located in Baltimore, MD seeks Loan Analyst.

• Hybrid
• REQUIRED:
  Commercial or Small Business loan operation/servicing or loan syndication experience

• Process borrowing, funding, settlement, and paydown requests received from clients or agents (primarily via email) and ensure accurate booking to books and records.
• Prepare and distribute transaction and lifecycle notices (e.g., funding, paydown, rate set) to clients and/or syndicate lenders, as applicable.
• Prepare and distribute periodic interest and fee invoices to clients; for facilities with a third-party agent, reconcile interest and fee amounts per agent notices and ensure accurate processing to books and records.
• Perform daily review of exception and break reports (including cash suspense and past-due items), investigate root causes, and take appropriate action to resolve in a timely manner.
• Respond to ongoing and ad hoc inquiries from clients, third-party agents (where applicable), and internal stakeholders (e.g., Business Unit partners, Financial Controllers).
• Partner with internal teams to support issue resolution, process improvements, and consistent adherence to operational procedures and controls.

• Commercial or Small Business loans and/or loan syndication experience.
• Strong attention to detail with the ability to manage time-sensitive requests and reconcile variances.
• Effective written and verbal communication skills, including comfort interacting with external clients/agents and internal stakeholders.
• Ability to work independently while collaborating effectively across teams.