Analyst, Loan Settlement Operations AnalystCantor Fitzgerald Securities • Jacksonville, FL, United States
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Analyst, Loan Settlement Operations Analyst
Cantor Fitzgerald Securities • Jacksonville, FL, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. Strong attention to detail and accuracy in working with numbers. Basic understanding of financial operations, payments, or reconciliations is preferred. Proficiency in Microsoft Excel and other Microsoft Office applications is essential. Excellent written and verbal communication skills for effective collaboration. Ability to manage multiple tasks, meet deadlines, and work effectively in a fast-paced environment. Willingness to work in the office four days per week in Jacksonville, FL. Internship or coursework experience in finance, banking, or operations is an asset. Interest in loan products, capital markets, or financial services is desirable. A problem-solving mindset and a proactive approach to issue resolution are key attributes.
Job Description
We are seeking an enthusiastic and detail-oriented individual to join our Loan Settlement team. The Operations Analyst will play a crucial role in facilitating the settlement of various loan products, working closely with multiple teams to ensure accurate and timely payment processing and cash reconciliation. This role offers a unique opportunity to gain hands-on experience in financial operations and build a solid foundation for a career in the industry.
Responsibilities
- Process and support loan settlement transactions across different loan structures.
- Reconcile incoming and outgoing cash flows to ensure accurate and timely settlements.
- Investigate and resolve payment discrepancies, working closely with Front Office teams.
- Establish and maintain accurate payment instructions with Client Onboarding.
- Confirm the timely settlement of payments in collaboration with Cash Management.
- Maintain comprehensive records and documentation related to loan settlements.
- Assist with process improvements and ad hoc operational tasks as required.
- Support the Syndicate and Agency desks in managing loan settlements with multiple counterparties.
- Ensure effective communication and coordination across internal teams for successful settlements.
Qualifications
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