Deal Specialist

Job Description

Insight Global is looking for a Deal Specialist to support a large banking client by managing loan closings and portfolio monitoring activities within a corporate/commercial lending environment. This individual will play a key role in ensuring accurate deal setup, compliance with credit agreements, and adherence to internal policies and regulatory standards. The Deal Specialist will coordinate loan closing processes, review and input deal data into Loan IQ, and collaborate closely with servicing teams and portfolio managers.

This role requires strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while delivering high-quality service to internal stakeholders.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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• Previous financial institution experience
• Background in corporate and commercial lending or loan servicing
• Advanced understanding of credit agreements and the expertise to pinpoint details as to what to look for in credit agreements
• Extremely strong communication skills
• Ability to multi-task and prioritize
• Understanding of business unit's risk and regulatory requirements
• Excel, pivot tables, creating presentations, LoanIQ