Join Our Team

Loan Closer – Client Service

Dallas, TX

Siepe is a rapidly growing, Dallas-based technology services firm, specializing in developing software applications for firms in the hedge fund and financial services industry.  Our mission is to deliver a single source of truth from which investment managers can find strategic, actionable insights to drive competitive advantage and business growth.

Siepe is seeking an experienced individual with a strong business acumen to execute a variety of operational objectives.  As a member of the Siepe team, you will work closely with our product groups performing the day-to-day functions, identifying operational improvements, and supporting the various lines of business. 

We are a profitable company and offer competitive compensation and benefits while also providing an opportunity for new team members to take ownership in a small-company environment.

Responsibilities

  • Ability to read and interpret LSTA / LMA Settlement documents, agent bank notices, credit agreements, and other governing credit documents.
  • Ability to coordinate with all parties involved to receive and review trade documentation and execute settlements.  
  • Effectively communicate with clients and various parties ensuring status reports are delivered timely
  • Ability to manage processes and deliverables meeting or exceeding SLA requirements. 
  • Ability to resolve complex issues and or escalate timely
  • Complies and enforces standard policies and procedures 
  • Design efficient quality control metrics
  • Establish performance targets 
  • Promote knowledge sharing and development

Qualifications

  • Bachelor’s degree, or 5 years of related work experience 
  • Proficiency in Microsoft Office products with intermediate to advanced knowledge of Excel required
  • US Citizen or Permanent Resident eligible to work in the US without sponsorship

Desired Skills

  • Extensive knowledge of all asset-class transactions and payment requirements
  • Extensive knowledge of the Loan Settlements process and settlement platforms 
  • Extensive knowledge of LSTA / LMA guidelines and loan settlement requirements 
  • Pays attention to detail and takes ownership and pride in delivering quality work outputs
  • Ability to adapt to changing environments and possess excellent analytical and problem-solving skills
  • Ability to handle multiple projects simultaneously
  • Strong verbal and written communication skills
  • Takes initiative and ownership of job responsibilities and performs duties accurately and timely
  • Self-motivated, self-starter, and challenge-seeker

Perks

  • Comprehensive Benefits Package
  • Paid Holidays & Vacation
  • 401k Match
  • Bonus Opportunities
  • Learning & Development Program
  • Referral Program
  • Daily Catered Lunches
  • Monthly Celebrations
  • Quarterly Offsite Events
  • Holiday Parties

 

Join Us!

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