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