Insurance Operations Lead overseeing insurance workflows and driving process improvements using emerging technologies. Collaborating with stakeholders to deliver efficient and compliant insurance operations.
About the role
- Syndicated Loans Agency Operations Specialist managing lifecycle events of syndicated loans for client portfolios. Collaborating with other business lines to support global operating model.
Responsibilities
- Executing the operational requirements to manage the lifecycle events of a syndicated loan
- Supporting more junior members of staff with any complexities within the deal/portfolio
- Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms
- Answering client, borrower, and lender queries promptly
- Financial analysis of deals to ensure accruals and pricing mechanics are correct
- Management of outstanding work items in line with expected Key Performance Indicators (KPI’s)
- Ensuring a high level of accuracy to minimize operational risk within the lending portfolio
Requirements
- BA or BS or equivalent experience
- 1 year+ of relative business experience
- Customer relations experience
- Strong written and verbal communication skills
- Organized and detail-oriented
- Analytical with good problem-solving initiative
- Team collaboration mindset
- Microsoft Excel experience
- Banking or investment industry experience (preferred)
- S&P Market Intelligence product suite knowledge (WSO, iLevel, Thinkfolio, EDM) (preferred)
- Syndicated Loan experience (preferred)
Benefits
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in-class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
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