Senior Representative, BPS Operations Processing

This is a fully remote position, open to applicants in Texas.

📋 Description

• Conduct research and manage corporate actions, loan restructures, and lifecycle events within syndicated loan portfolios.

• Ensure the accuracy of facility, issuer, and portfolio data to facilitate downstream reporting and operational functions.

• Identify and rectify data discrepancies by collaborating with agents, counterparties, and internal stakeholders.

• Analyze credit agreements, legal documents, and transaction records to guarantee precise transaction processing.

• Oversee operational controls and pinpoint risks, exceptions, or gaps in processes affecting data integrity.

• Generate and assess operational reports, reconciliations, and reporting outputs for clients and business partners.

• Aid monthly reporting cycles by pinpointing, investigating, and addressing data and reconciliation challenges.

• Document workflows and contribute to process enhancements that promote efficiency and mitigate operational risks.

• Assist in employee training, knowledge dissemination, system upgrades, and user acceptance testing initiatives.

• Work collaboratively across operations, technology, and client-facing teams to provide accurate and timely service outcomes.

⛳️ Requirements

• Bachelor’s degree in business, finance, accounting, or a related field, or a comparable blend of education and experience.

• Generally, 5+ years of experience in financial services, trust operations, syndicated loan operations, or similar investment operations settings.

• Proven experience in processing syndicated loans, corporate actions, restructures, and intricate financial transactions.

• In-depth knowledge of loan accruals, payment processing regulations, and operational controls.

• Capability to read, interpret, and apply clauses from credit agreements and other legal transaction documents.

• Advanced analytical and problem-solving abilities with a demonstrated capacity to identify and resolve complex discrepancies.

• Proficient in Microsoft Excel, Word, Outlook, and financial operations software.

• Exceptional attention to detail coupled with strong organizational skills and the capacity to juggle multiple priorities and deadlines.

🏝️ Benefits

• Opportunities to make a significant impact in the fintech sector.

• Support for personal and professional development.

• An inclusive and diverse workplace culture.

• Resources available to contribute to your community.

• Competitive salary along with comprehensive benefits.