senior associate

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the worlds largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

• Loan Administration & Processing:
• Oversee the lifecycle of syndicated loans, including origination, funding, interest payments, rollovers, and repayments.
• Ensure accurate setup and maintenance of loan terms in loan management systems.
• Process agent notices, rate resets, and amendments in a timely manner.
• Reconciliation & Compliance:
• Perform cash and position reconciliations to ensure loan balances align with agent bank records.
• Ensure compliance with credit agreements, regulatory guidelines, and internal policies.
• Address breaks, discrepancies, and exceptions with counterparties and internal teams.
• Data Management & Reporting:
• Maintain accurate records of loan transactions and client accounts.
• Generate and review reports on loan exposure, accruals, and payment schedules.
• Provide periodic reporting to stakeholders, including risk and finance teams.
• Stakeholder Coordination:
• Act as a liaison between borrowers, lenders, trustees, and loan agents.
• Work closely with internal teams, including middle-office, accounting, and operations, to ensure seamless transaction processing.
• Respond to client inquiries and resolve issues related to loan servicing.
• System & Process Improvement:
• Work on automation initiatives to enhance efficiency in loan processing.
• Leverage loan management systems like Geneva, SS&C Loans to streamline workflows.
• Support system upgrades and testing for enhancements related to syndicated loan functionalities.
  
  

Key Skills & Qualifications:

Technical Skills:

• Experience with syndicated loan servicing platforms.
• Strong understanding of loan accounting principles and regulatory requirements.
• Proficiency in Excel and financial reporting tools.
  
  

Soft Skills:

• Strong analytical and problem-solving skills.
• Effective communication and stakeholder management.
• Attention to detail and ability to manage large data sets.
  
  

Qualifications:

• Bachelors degree in Finance, Accounting, Business, or a related field.
• 7+ years of experience in syndicated loan operations, middle-office, or loan administration.
• Knowledge of market practices in loan settlements, reconciliations, and corporate actions.
  
  

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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