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Loan Operations - Loan IQ Processor/Agency & Servicing

Delta Capita · New York, United States

Operations ManagementQuick applyFull-time11 days ago

About The Role

We are seeking an experienced Loan IQ Processor at the Associate to AVP level to support agency syndicated loan portfolios. This role requires hands-on expertise in agency deal setup , complex amendments , and end-to-end loan servicing for transactions where the firm acts as Administrative Agent . The position demands strong technical knowledge of Loan IQ, a solid understanding of credit agreements, and the ability to manage operational responsibilities with increasing independence and ownership.

Key Responsibilities

  • Independently set up and maintain agency deals in Loan IQ, including:
  • Borrower and lender structures
  • Tranche and pricing configuration
  • Fees, schedules, and workflow events
  • Process and manage complex amendments , waivers, refinancings, and restructurings in accordance with credit agreements
  • Support all loan lifecycle servicing activities , including:
  • Deal closings and post-close set-up validation
  • Ongoing interest accruals, repricing, and benchmark changes
  • Drawdowns, rollovers, paydowns, and payoffs
  • Principal, interest, and fee processing
  • Perform Administrative Agent–specific duties , including:
  • Coordinating lender funding and distributions
  • Processing and reconciling agency and administrative fees
  • Ensuring accurate lender allocations and notices
  • Review loan documentation and translate terms accurately into Loan IQ setup and servicing events
  • Investigate, escalate, and resolve operational breaks and discrepancies efficiently
  • Partner with front office, legal, accounting, risk, and technology teams to support smooth deal execution and ongoing servicing
  • Support audits, control reviews, and regulatory or compliance requests

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