Whole Loans Operations, Analyst

Location: Dallas, United States

Annual base pay: $70,000–$90,000 USD

Company

Global financial services organization undergoing a technology-driven, customer-focused transformation.

What you will do

• Process booking, funding, servicing, payments, modifications, and extensions for commercial loans and letters of credit.
• Research incoming loan requests, payment histories, loan balances, credit agreements, and related documentation.
• Perform fee accrual calculations, dollar transactions, collateral setup and maintenance, GL balancing, and quality reviews.
• Create and analyze error reports, investigate payment logs and incoming wire transfers, and complete reconciliations and remediation.
• Maintain accurate documentation for internal and external audits.
• Identify and resolve operational issues within established policies and procedures.

Requirements

• Bachelor’s degree in a related field, or equivalent experience, training, military service, or education.
• At least 1 year of working knowledge in company documentation and banking operations.
• Working knowledge of commercial banking, syndicated and commercial loan products, lending policies, credit analysis, underwriting, and structuring.
• Knowledge of Microsoft Office Suite and banking systems, with strong analytical, organizational, communication, and customer service skills.
• Ability to adapt quickly, meet deadlines, exercise sound judgment, and work effectively as part of a team.
• Must be legally authorized to work full-time in the United States without employer sponsorship.

Nice to have

• Established work history or equivalent experience, training, military service, or education.

Culture & Benefits

• Risk-aware culture with proactive responsibility for risk management at every level.
• Competitive rewards package and benefits supporting employees, families, and long-term well-being.
• Inclusive and accessible application process with reasonable accommodations available.
• Equal opportunity employment environment.