Operations Associate - Commercial Loan Servicer

Capital One is a financial services company looking for an Operations Associate to join their Commercial Loan Servicing Operations Team. The role involves supporting syndicate participant loans, handling day-to-day loan activities, and performing complex monetary transactions while ensuring high levels of customer service.

Responsibilities

• Perform high volume, complex monetary and non-monetary transactions on Commercial Loans ensuring service levels are met in terms of timeliness, accuracy, quality and customer service
• Ability to work both independently and collaboratively through projects and day to day functions
• Utilize lessons learned and previous experience to perform complex research and adjustments to loan system data
• Facilitates teamwork and continuity
• Solid knowledge required for the role and pursues new knowledge proactively
• Positively accepts change and engages productively with team and relevant stakeholders
• Communicate with lines of business partners and other managers regarding loan transactions and exceptions
• Manage a portfolio of active credit facilities as the Loan Operations Servicer for a variety of Bilateral loans for the Commercial Corporate Banking line of business
• Process loan requests (disbursements, pay downs, payments, etc.); interest and exchange rate fixing, interest and fee calculations, billing and liquidations
• Communicate directly with Customers for all loan related requests (ie. resolving and expediting inquiries, discrepancies, and other special requests)
• Strong written and verbal communication skills are required on a daily basis to maintain and provide customers with a consistent high level of service
• Coordinate loan trading activity, including settlement coordination, obtaining required consents, and updating/maintaining the loan register
• Work closely with respective business units and other internal partners to align needs and provide support as needed
• Manage all exception and maintenance reporting for cash breaks analysis, reconciliations of interest, fees etc
• Complete comprehensive testing of system enhancements
• Review of, and extraction from, legal documents for compliance, interpretation and operational viability and support
• Develop, design, and implement inter-departmental controls and risk reducing processes with the primary goal of maintaining accurate books and records
• Prepare and submit periodic (daily and above) departmental and team reports and metrics
• Establish and maintain Customer Satisfaction as the singular priority
• Manage multiple workflow tools including Gmail, Salesforce, Customer Hotline

Skills

• High School Diploma, GED or equivalent certification
• At least 1 year of experience in Banking Operations
• At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
• Bachelor's Degree or military experience
• 2+ years of systems experience in ACBS
• 2+ years of systems experience in Salesforce
• 2+ years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
• 2+ years of Bilateral Loan Closing or Bilateral Loan Servicing experience
• 2+ years of experience in Commercial Banking Operations

Benefits

• Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.

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