Experienced Warehouse Loan Operations Specialist

Essential Job Functions

• Execute loan closing processes and settlement activities
• Process and validate draw requests, including borrowing base calculations and covenant compliance
• Cook with legal counsel on borrowing conditions precedent
• Oversee loan settlement funding and reconciliation
• Manage trade settlement flows, platform reconciliations, and remediation of breaks
• Cook with Administrative Agents on reporting requirements and portfolio performance data
• Work with Paying Agents to process waterfall distributions and ensure transaction document compliance
• Serve as escalation point for agent-related issues and discrepancies
• Collaborate with outsource services and customers
• Transaction & Documentation Support
• Administer loan system data and maintain accurate records
• Execute complex wire instructions and payment waterfalls
• Create and maintain operational procedures
• Draft confidentiality agreements as needed
• Cross-Functional Collaboration
• Partner with Warehouse Origination, Portfolio Management, Ops/Treasury, Finance, Risk, Legal, Compliance, and Business Operational teams
• Oversee and reconcile third-party invoicing

Preferred Qualifications

• Education & Experience: Bachelor's degree required, minimum 5+ years hands-on experience in loan closing and structured finance operations, proven track record in warehouse lending or asset-backed finance
• Technical Skills: Strong proficiency with ClearPar or comparable loan management systems, Expert-level Microsoft Excel and Access skills, Understanding of structured finance mechanics, borrowing base structures, and waterfall calculations, Familiarity with Bloomberg terminal (preferred)
• Core Competencies: Strong communication and interpersonal skills, Team-oriented with ability to collaborate across functions, Comfortable in high-pressure, fast-paced environments, Excellent multi-tasking and organizational abilities, Detail-oriented with strong problem-solving skills, Self-starter who operates with accountability and ownership
• Licensing: Series 99 license preferred (or ability to obtain within specified timeframe)

About Guggenheim Securities

• Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm.
• Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research.
• Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.