Loan Management Analyst (Fintech)

TL;DR

Loan Management Analyst (Fintech): Managing a diverse portfolio of structured corporate loans collateralized by real estate with an accent on risk mitigation, asset management, and financial reporting. Focus on collaborating with trading desks and IBD to perform platform diligence, validate collateralization, and drive automation initiatives.

Location: Must be based in Dallas, TX, United States

Company

A leading global financial institution providing investment banking, securities, and investment management services to institutional clients.

What you will do

• Manage a portfolio of structured corporate loans collateralized by residential real estate.
• Prepare and update monthly reporting packages for internal and external stakeholders.
• Assist in the negotiation of loan agreements and associated documentation.
• Monitor and validate loan facility collateralization and performance testing.
• Coordinate leverage and payment activity between clients and internal teams.
• Partner with technology teams to support automation and data reporting initiatives.

Requirements

• Must be based in Dallas, TX.
• Prior experience in mortgage banking or the financial industry.
• Advanced proficiency in Excel.
• Strong analytical mindset with high attention to detail.
• Excellent communication skills for managing internal and external relationships.
• Ability to prioritize workload and manage deadlines in a fast-paced environment.

Culture & Benefits

• Work in a dynamic, fast-paced trading floor environment.
• Exposure to high-level structured finance and mortgage loan trading desks.
• Opportunities to lead and motivate others within a collaborative team.
• Engagement with diverse internal stakeholders including IBD and technology groups.