Associate, Loan Platforms Support
Grade Level (for internal use): 07
About the role
The ClearPar Loan Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills located in the US to join our global Loan Platforms Account Services Team.
ClearPar is the first fully operational provider of par and distressed loan closing and recordkeeping services for the syndicated loan market. Through a unique combination of experienced personnel and electronic processing, hardware, and software, ClearPar has built a single platform system to address market demands for efficient settlement of par loan closings.
The Loan Platforms Account Services team is responsible for all account setups across multiple platforms and support of all users on our systems.
Responsibilities
- Maintain the day-to-day operations of our Syndicated Loan Market offering, supporting the questions and requests of internal and external clients.
- Handle all onboarding, data research, and processing functions on the Loan Operations Team, gaining exposure to the financial market and interacting daily with clients of varying seniority.
- Support clients and the business with operational duties and account maintenance to ensure data integrity, including:
- Reviewing onboarding documentation accurately.
- Creating and maintaining entity identifiers, user, and trade accounts across multiple platforms.
- Assisting clients with specific self-service functionalities.
- Staying knowledgeable on various platform integrations.
- Provide onboarding support for new clients, their team members, and accounts to ensure a smooth, quality-controlled process across multiple products.
- Adhere to internal procedures, processing deadlines, and LSTA/LMA standards for processing and closure of primary and secondary par loan transactions and/or trades.
- Proactively identify internal and external account and system-related issues, working seamlessly with internal partners and management on resolution plans or escalations.
- Capture and channel user feedback through effective communication and listening skills.
- Partner with leaders, peers, product associates, sales, and relationship managers on projects to service clients and improve products and services.
- Cross-train with neighboring divisions to provide an agile workforce capable of handling issues and engaging with joint clients.
Requirements
- Available to work 9:00 AM ET - 5:30 PM ET.
- Ability to handle stressful customer situations with patience and poise.
- Strong organizational skills to prioritize complex issues and projects to completion.
- Experience working with internet-based applications.
- Lateral thinking, issue analysis, and process questioning abilities.
- Eagerness to learn with strong analytical and problem-solving skills.
- Proficient PC skills, especially in Microsoft Word and Excel.
Qualifications
- Bachelor’s Degree or equivalent work experience (preferred).
- Strong process improvement skills (preferred).
- Salesforce experience (preferred).
- Customer service experience (preferred).
Pay
The anticipated base salary range for this position is $45,559 to $60,000. Final base salary will be based on geographic location, experience level, skill set, training, licenses, and certifications. This role is also eligible for an annual incentive plan.
Benefits
- Health & Wellness: Comprehensive health care coverage designed for mind and body.
- Flexible Downtime: Generous time off to help you stay energized.
- Continuous Learning: Access to resources to grow your career, including a continuing education program with company-matched student loan contributions.
- Invest in Your Future: Competitive pay, retirement planning, and financial wellness programs.
- Family Friendly Perks: Best-in-class benefits for partners and dependents.
- Beyond the Basics: Retail discounts, referral incentive awards, and other small perks.
For more information on benefits by country, visit spgbenefits.com/benefit-summaries.