Senior Associate

Salary: $ 130,000.00

We have partnered with a financial company in the New York, NY area to provide them with a Senior Associate. Please review the below description and let us know if you are interested.

Prioritized Must Haves For The Senior Associate

#1. Bachelor’s degree or equivalent in business, economics, accounting or its equivalent with 5+ years of related experience.

#2. 5+ years of experience in loan operations in a bank. Bilateral / syndicated / agency loans experience is required.

#3. 5+ years of experience using Loan IQ (version 6 or later), or experience with a Loan IQ implementation workgroup or implementation plan is required.

#4. 3+ years of supervisory experience.

#5. Solid knowledge of accounting theory/bookkeeping and credit instruments.

Responsibilities For The Senior Associate

Fully knowledgeable on the day-to-day activities, resolves complex issues where expertise is required to interpret policies, guidelines, and practice. May be considered a subject matter expert for one or more functions or processes. Focus on operational execution and occasional broader planning within areas of expertise. May have direct report subordinate staff.

Your Duties And Responsibilities

• Assists Vice President and Assistant Vice Presidents of Loan Operations with coordinating and approving the daily activities in Loan Operations Department. Helps monitor and anticipate the work volume, set priorities and distribute work among subordinates. Ensure that all work is processed and documented in compliance with the binding agreement(s) and Branch’s policies and procedures.
• Ensures data integrity of all systems and files in support of the operations conducted and that appropriate audit trail is established.
• Trains the subordinates and assess their work for accuracy and timeliness and makes recommendations to Department Manager on staffing-related issues.
• Helps coordinate workflow and information flow between Loan Operations and other departments in the Bank.
• Identifies and reports operational irregularities to Department Manager without delay and takes initiative in resolving exceptions.
• Assists Department Manager, Vice President and Assistant Vice Presidents of Loan Operations with establishing and implementing new workflow and/or procedures to improve Department’s performance.
• Assists Department Manager, Vice President and Assistant Vice Presidents of Loan Operations in updating various manuals in the Department.
• Assists Department Manager and Vice President in reviewing non-exempt staff's job performance.
• Participates in the Loan IQ Project, once implemented, by revisiting processes and workflows, creating and testing scenarios, providing training, updating manuals, etc.
• Performs other duties and responsibilities as assigned by management.
  
  

Requirements For The Senior Associate

• Bachelor’s degree or equivalent in business, economics, accounting or its equivalent with 5+ years of related experience.
• 5+ years of experience in loan operations in a bank. Bilateral / syndicated / agency loans experience is required.
• 5+ years of experience using Loan IQ (version 6 or later), or experience with a Loan IQ implementation workgroup or implementation plan is required.
• 3+ years of supervisory experience.
• Solid knowledge of accounting theory/bookkeeping and credit instruments.
• Good mathematical aptitude.
• Proficient in Microsoft Outlook Email and Calendar, Word, Excel, Access, Teams, and SharePoint. Development and maintenance of tools in Access and an understanding of SQL are also required.
• Good oral and written communication skills.
• Good organizational skills.
• Good time management, including punctuality and attendance.
• Ability to multitask. Flexibility and teamwork.
  
  

Other Key Requirements

• Hybrid (expected to be in office at 3 days a week)
• No sponsorships or visa holders. No Corp-to-Corp.
  
  

Benefits Of The Senior Associate

• Medical Insurance
• Dental Insurance
• Retirement Plans
  
  

#Hybrid

About Relevante, Inc. – the Recruiting Firm Representing the Client for this Job

Relevante is an accounting & technology direct hire recruiting and contract staffing firm. We help our Clients identify and recruit the best talent in the market and help our candidates win engaging and enriching jobs. Our Clients are some of the best companies to work for among F1000 and emerging fast growth companies in the region. Relevante has been consistently ranked as a fast growth company and one of the largest recruiting, accounting, and management consulting firms in the Philadelphia region. To stay connected with our network, please follow us on LinkedIn https://www.linkedin.com/company/relevante.