Entry Level Deal Set Up & Funding Analyst

As a Deal Set Up and Funding Analyst (Accountant), your primary focus will be supporting the facilitation of syndicated loans of Fortune 500 companies through the deal closing process to help ensure they reach their financial goals. While utilizing effective communication skills, it is important that you focus on partnerships between the front office, legal, transaction coordinators and the account servicing teams to deliver a first-class client experience.

Wholesale Lending Services (WLS) is part of the Commercial Bank. Our Client's Commercial Bank provides lending services to multiple business units across the firm and around the world. The organization provides loan documentation, closing and funding, payment and fee processing, syndication loan trade processing, credit administration, collateral management, customer service and reporting; and construction management.

• Initiate collaboration across multiple teams to effectively interpret loan documentation for accurate processing of new deals
• Own coordination of principal and fee-related closing payments
• Maintain accountability for gathering all required documentation prior to deal closing while working with Transaction Coordinators and other partners
• Actively manage and prioritize a pipeline of assigned transactions
• Govern and reconcile exception reports related to recently closed transactions
• Analyze amendments made to existing agreements and/or deal structure characteristics and effectively communicate the changes to account managers
• Consistently provide accurate data while maintaining a low quality control error rate

• General understanding of Finance and Loan products
• Basic understanding of Microsoft Office
• Self-motivated with a team-oriented mindset
• Strong organizational skills with the ability to effectively prioritize
• Ability to foster and maintain professional relationships
• Exceptional communication skills
• New graduates welcome to apply