Loan Coordinator jobs in United States, New Jersey, Jersey City

With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.

As an Operations Analyst- Loan Sales in Home Lending, you will be responsible for allocating and delivering mortgaged back securities (MBS), ensuring compliance with investor and regulatory requirements and support the line of business by performing complex operational loan sales and analytical tasks with a focus on investor related loan edit problem solving. You will drive end to end loan quality, recommend operational reengineering opportunity, and lead automation initiatives to benefit streamlined salability processes.

Job responsibilities

• Control tasks for loan sales operations including end to end pooling, allocation, defect identification/remediation, and oversight
• Comprehend investor data requirements and accurately cure related loan quality edits efficiently
• Develop and understand automation solutions for internal operational workflows and builds tools which will optimize and reduce manual processes.
• Lead citizen development initiatives to benefit streamlined salability processes
• Create reporting, interpret results and convey in a concise, straight-forward, and professional manner for all levels of operational staff from supervisors to senior level management.
• Spearhead projects & tasks by ensuring timely completion and articulate any issues and risks to management
• Ensure the integrity of data through automated extraction, translation, processing, analysis, and reporting

Required qualifications, capabilities, and skills

• Analytical skills with independent and logical problem solver and able to synthesize data, identify trends, and project outcomes.
• Ability to organize and prioritize multiple projects and responsibilities with accuracy, attention to detail and limited supervision with very short turnaround times.
• Ability to react quickly and decisively in high stressed situations and ability to lead projects and initiatives, prioritize work, meet deadlines and escalating any issues to management
• Expert level PowerPoint and Excel and Working knowledge of either Alteryx, UiPath, Xceptor or Tableau
• Strong written and verbal communication skills with ability to influence and work collaboratively with diverse/cross-functional teams and develop and maintain effective relationships with a wide range of stakeholders.
• Ability to create presentations for all levels of management and effectively report with an executive presence and creating complex reporting with compelling key messages.
• Ability to work with audit, compliance and regulatory constituencies to manage work in accordance with established procedures and demonstrate accountability for work processes and the associated risks and controls.

Preferred qualifications, capabilities, and skills

• Bachelor’s Degree, majored in Finance, Economics, Statistics, Math, Business Administration, or Computer Science
• 3-5 years Mortgage Banking experience
• Knowledge of mortgage based operating systems including Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, GNMA SFPDM

Job Responsibilities:

• Coordinate and track the Global DCM Bridge Book, managing excess and underwritten debt commitments across all regions.
• Collaborate with DCM, Capital Markets, and Credit Risk teams to run severe stress models for all DCM transactions.
• Oversee preferred and common equity fundings within the DCM Merchant Bank portfolio.
• Reconcile observed fees on bridge transactions with the WLS Fee Team and Finance & Business Management teams.
• Serve as the primary resource for inquiries on individual bridge deal details.
• Conduct regular reporting on underwritten positions.
• Participate in projects to automate and enhance reporting processes.

Required Qualifications, Capabilities, and Skills:

• Undergraduate degree or equivalent experience with a minimum of 3 years in Syndicated Loan experience.
• Extensive knowledge of the loan product/Syndicated Loan business.
• Proven ability to influence and partner with team members and senior management.
• Strong leadership, time management, and organizational skills.
• Excellent oral and written communication skills.
• Ability to operate in a challenging and rapidly changing environment.
• Critical decision-making abilities and strong organizational skills.

Preferred Qualifications, Capabilities, and Skills:

• Experience in coordinating global loan commitments.
• Familiarity with DCM transactions and stress modeling.
• Ability to manage complex deal structures and reconcile financial data.
• Experience in process automation and enhancement.

As a Syndicated Loan Transaction Coordinator within the Leverage Finance and Debt Capital Markets team, you will support the execution and closing of complex loan transactions. You will manage a pipeline of active syndicated transactions and assist with inquiries from Borrowers, Lenders, and Arrangers.

Job Responsibilities:

• Support execution and closing of complex loan transactions, including new deals, refinancing, and amendments.
• Collect and review legal loan documentation for operational feasibility and risk mitigation.
• Review internal loan-related spreadsheets for accuracy and advise on funding mechanics.
• Coordinate pre-closing requirements with internal and external clients.
• Initiate and coordinate trade settlement processes for Institutional Term Loan transactions.
• Assist with inquiries related to the closing process and schedule conference calls.
• Participate in projects to enhance performance and efficiency.

Required Qualifications, Skills, and Capabilities:

• Undergraduate degree or equivalent experience with a minimum of 3 years in Syndicated Loan experience.
• Knowledge of Syndicated Loan products and business, including Credit Agreements and deal structures.
• Experience in collecting and reviewing pre-syndicated loan documentation.
• Ability to collaborate with team members and senior management with strong communication skills.
• Ability to operate in a challenging environment and learn new systems quickly.
• Critical decision-making abilities and strong organizational skills.
• Proficiency with Microsoft Office Suite and ability to work as part of a team.

Preferred Qualifications, Skills, and Capabilities:

• Experience in investment banking or financial services.
• Familiarity with trade settlement processes and regulatory requirements.
• Strong analytical capability and attention to detail.

Job responsibilities

• Oversee the end-to-end trade processing control, ensuring accurate order entry, trade execution, and settlement in line with operational policies and precedents.
• Utilize advanced knowledge of market products to monitor and manage asset and cash levels, identifying trends and potential risks.
• Implement automation technologies and data analysis techniques to optimize trading systems, enhance efficiency, and inform strategic decisions.
• Lead and manage a diverse team, fostering a culture of continuous improvement and innovation in our trading services.
• Engage with internal stakeholders, leveraging strong presentation skills to communicate insights, drive change, and align operations with the firm's strategic objectives.
• Define and write clear requirements, and prioritize delivery in order to maximize the business value of the investment working closely with Business Owner/Product Director/Design to achieve combined goal.
• Lead product support for multiple loan trading applications, including issue tracking, user and stakeholder communications, and release planning and prioritization..

Required qualifications, capabilities, and skills

• 7+ years of experience or equivalent expertise in trading services, specifically in order execution, trade execution, and settlement.
• Demonstrated advanced skills in using automation technologies to optimize trading systems and processes.
• Advanced knowledge of market products, including their definitions, operating procedures, and relevant industry regulations.
• Proven ability to lead and manage a diverse team, with a focus on fostering continuous improvement and innovation.
• Expertise in data analysis techniques, with the ability to communicate data-driven insights effectively to inform strategic decisions.
• Expertise to create presentations across various levels. Ability to deliver in person & virtual presentations to senior management and stakeholders.
• Coordinate and lead meetings; host subgroup meetings, establish agendas, produce minutes, establish scorecards and ongoing status reports. Participate in industry working groups and provides additional support for various projects/process initiatives as needed.

Preferred qualifications, capabilities, and skills

• Skilled in leveraging digital literacy to adopt and integrate innovative technologies, enhancing trade services and operational efficiency.
• Capable of utilizing AI and machine learning to enhance trade service processes and improve decision-making, driving data-driven insights and outcomes.
• BA or BS degree, 8+ years of relevant work/project management experience required
• Strong knowledge of loan processes and systems (LoanIQ, ACBS, or S&P Platforms) required
• Ability to work collaboratively to define and execute new products and solutions to support client needs and address new business opportunities
• Strong presentation and communication skills (both oral and written)
• Proactive and a strong self-starter who is dependable and has the ability to deliver on business objectives in a timely and accurate manner

Job Summary:

As a Transaction Coordinator in the Corporate Investment and Commercial Banks team, you will manage and maintain a portfolio of active leveraged and high-grade loan transactions, supporting Leveraged Finance and Debt Capital Markets with execution and closing of complex loan transactions.

Job Responsibilities:

• Manage and maintain a portfolio of active leveraged and high-grade loan transactions.
• Support Leveraged Finance and Debt Capital Markets with execution and closing of complex loan transactions.
• Collect and review legal loan documentation for operational feasibility and risk mitigation.
• Review internal loan-related spreadsheets for accuracy and completeness.
• Liaise and coordinate pre-closing requirements with internal and external clients.
• Review and advise on funding mechanics and operational requirements.
• Initiate and coordinate trade settlement process for Institutional Term Loan transactions.
• Coordinate internal KYC review and Flood due diligence.
• Assist with ad-hoc inquiries from Borrowers, Lenders, and Arrangers.
• Schedule internal conference calls to ensure pre-closing requirements are met.
• Execute best practices and control, risk mitigation, and escalation.

Required Qualifications, Capabilities, and Skills:

• Undergraduate degree with a minimum of 1 year of Syndicated Loan experience or equivalent.
• Knowledge of the Loan product/Syndicated Loan business.
• Understanding of financial services within Investment Banking.
• Experience with pre-syndicated loan documentation.
• Ability to collaborate with team members and senior management.
• Strong oral and written communication skills.
• Ability to operate in a challenging and rapidly changing environment.
• Critical decision-making abilities.
• Strong organizational and time management skills.

Preferred Qualifications, Capabilities, and Skills:

• Experience with cross-border transactions.
• Familiarity with trade settlement processes.
• Knowledge of KYC and regulatory requirements.
• Experience in project participation and performance enhancement.

As an Early Careers Campus Recruiter Senior Professional within the Tech, Data & Product (TDP) Early Careers team, you will be tasked to help with the creation of a robust pipeline of diverse intern and analyst talent for our North American programs. Your role in this support function will require you to implement a coordinated strategy for attracting, selecting, and nurturing talent.

Job Responsibilities

• Support the recruiting process by assisting TDP Earley Careers Recruiters in executing recruiting strategies, data management, conducting interviews, and providing updates to stakeholders.
• Partner with the TDP Early Careers Recruiters to manage the full-cycle candidate application process (i.e., sourcing, application reviews/selection, interview management, offer letters, offer communications, etc.).
• Proactively engage and maintain relationships with the broader Early Careers Recruiting team, Intern & Full-time Program Management team, candidates, and business stakeholders by providing data-driven, concise, and timely updates.
• Support the planning and delivery of the summer internship programs by assisting TDP Early Career Recruiters, TDP and Firmwide Intern Program Management teams with pre-employment/onboarding, week one orientation, social events, performance development, and conversion to the full-time programs.
• Collaborate with the Early Careers Events team to create a positive candidate experience by flawlessly executing events such as final round interviews (in-person or virtual), networking events, open houses, conferences, etc.
• Work closely with the Early Careers Servicing team to manage candidate applications and job requisitions to ensure accurate reporting/data collection, and timely dispositioning of candidates that is in alignment with all appropriate recruiting risks and controls.
• Maintain relationships with external organizations/partners and candidates by planning, facilitating, and attending in-person and/or virtual activities.
• Utilize candidate relationship management systems to source, interview, and progress candidates through various stages of the recruitment process (i.e., Yello, Oracle, Handshake, LinkedIn, etc.).

Required Qualifications, Capabilities, and Skills

• 1+ years of recruiting experience or relevant support role experience.
• Ability to work effectively in a team environment and independently.
• Strong organizational, planning, and time-management skills with the ability to multi-task.
• Analytical and problem-solving skills with a focus on supporting strategic initiatives.
• Experience in supporting project management tasks.
• Solid relationship management skills with the ability to interact with various levels of stakeholders.
• Effective communication skills, both verbally and written, with attention to detail.
• Flexible and adaptable to a fast-paced work environment.
• Proficiency in Microsoft Office (i.e., Word, PowerPoint, Excel).
• Willingness to travel during peak season.

Preferred Qualifications, Capabilities, and Skills

• Familiarity with recruiting tools and sourcing platforms (Handshake, Yello, LinkedIn, etc)