5 Loan Administration Jobs

About this role: Wells Fargo is seeking a Loan Documentation Processor In this role, you will: Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products Perform loan documentation for moderately complex loans Process and close for loan products Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups Receive direction from Loan Documentation supervisor and escalate non-routine questions Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

SHIFT:- UK & US SHIFT Summary of Role The successful candidate will join a recently formed operation within Apex Fund Services to help build and grow out a new loan servicing business. They will work alongside the local Middle Office Manager, helping to onboard systems, define processes and build a global team to service a new product. This is a huge opportunity to join a department at ground level and make it successful. The Candidate The candidate will have a good working knowledge and experience working with CLOs, CDOs, Credit Funds and the different types of Loans. They will be driven and motivated to achieve excellence through hard work, good organisation skills, excellent communication and attention to detail. Main Responsibilities: Asset administration: Responsibilities include, but are not limited to performing and coordinating a variety of administrative duties and tasks including Asset setup Asset Maintenance and reconciliation Liaising with 3rd party brokers/custodians/agents Processing agent notices Processing corporate actions Entering and settling trades as required Preparing and assisting with various reports required by internal teams Other duties assigned by Management Cash/Position Reconciliation: Responsibilities include, but are not limited to performing and coordinating a variety of reconciliation duties and tasks including Preparing daily reconciliation of cash transactions Preparing daily reconciliation of Apex/Client positions Ensuring aged breaks ( over 7 days ) are addressed and escalated Processing and reconciling data in various systems Actively researching discrepancies with various agents and internal teams Preparing and ensuring all Reporting is issued within the required timeframes Preparing and assisting with various reports required by internal teams Other duties assigned by Management Support Middle Office Manager: Providing support for assigning duties and work delegation Roll out training and development plans to direct reports and new joiners. Qualifications, Skills and Experience: Degree in Accounting/Finance, or a relevant qualification Candidate should have 3+ years experience working in loan administration operations Extensive knowledge of CLOs/CDOs/Credit Funds Understanding or knowledge of various security types Private Debt, Syndicated Loans, Bonds, Equities, Futures, CDS, CDS Indices, Forwards, ABS, MBS, TRS, etc. Understanding of trade lifecycle Knowledge and experience with settlements including DTCC & Euroclear Knowledge and understanding of securities and other financial instruments Computer proficiency with advanced knowledge of Microsoft Office Suite, familiarity with Solvas (CDO-Suite) preferred Must experience into Solvas tool. Role-Specific Competencies/Skills: Strong communication and analytical skills Strong organisational skills Accurate and acute attention to detail Adaptability - able to change tasks quickly as business needs dictate Uses discretion when dealing with sensitive and confidential information Excellent oral and written communication skills and demonstrated ability to adapt communication style to audience Proven ability to prioritize responsibilities, manage time effectively and meet deadlines accordingly Self-motivated Punctuality Corporate Competencies: Initiative Responsiveness/Sense of urgency Accountability Integrity

Qualifications, Skills and Experience: Degree in Accounting/Finance, or a relevant qualification Candidate should have 3+ years experience working in loan administration operations Extensive knowledge of CLOs/CDOs/Credit Funds Understanding or knowledge of various security types Private Debt, Syndicated Loans, Bonds, Equities Understanding of loan trade lifecycle Knowledge and experience with settlements including DTCC & Euroclear Knowledge and understanding of securities and other financial instruments Computer proficiency with advanced knowledge of Microsoft Office Suite, familiarity with Solvas (CDO-Suite) preferred Must experience into Solvas tool. Role-Specific Competencies/Skills: Strong communication and analytical skills Strong organisational skills Accurate and acute attention to detail Adaptability - able to change tasks quickly as business needs dictate Uses discretion when dealing with sensitive and confidential information Excellent oral and written communication skills and demonstrated ability to adapt communication style to audience Proven ability to prioritize responsibilities, manage time effectively and meet deadlines accordingly Self-motivated Punctuality

Role : Loan Servicing, Administration & Settlements Analyst Role Purpose: This role supports the end-to-end lifecycle of syndicated and infrastructure loan transactions, including loan servicing, trade settlements, and operational compliance. The analyst will be responsible for ensuring timely processing of loan events, accurate system representation, and alignment with contractual terms. The role involves close coordination with internal and external stakeholders, including borrowers, agents, banks, and custodians, to ensure seamless operations and resolve exceptions. Key Responsibilities: Record loan trades and project cash flows across the full loan lifecycle Process loan disbursements, asset replenishments, refinancing events, repayments, rollovers, and rate fixings Prepare and distribute payment notices, rate fix notices, and fee instructions Monitor receivables, reconcile trade payments, and flag overdue items Investigate and resolve trade-related discrepancies and exceptions Liaise with Front Office, Finance, Treasury, Legal, and Risk to ensure accurate loan setup and operational alignment Coordinate with counterparties, facility agents, custodians, and clearing houses on settlement matters Support audit processes, system testing, and regulatory or ad-hoc reporting Contribute to process improvement, system enhancements, and documentation updates Requirements: Diploma or Degree in Banking, Finance, or a related field Minimum 5 years of experience in loan administration, project finance, or infrastructure lending Proven ability to interpret and operationalise credit agreements, including amortisation schedules, fees, rate terms, and payment instructions Strong knowledge of debt financing structures, trade lifecycle events, and settlement processes Familiarity with trade workflows, loan market conventions, and settlement cycles Experience using SWIFT and trade settlement platforms (e.g. ClearPar, DTCC, Euroclear/Clearstream) Detail-oriented, with strong organisational and problem-solving skills Able to work effectively under pressure and manage deadlines across multiple stakeholders

About this role: Wells Fargo is seeking a Senior Loan Documentation Processor In this role, you will: Provide support in performing loan documentation duties on the most complex loan packages to ensure compliance with company's policies and government regulations Process or close loans and act as a main point of contact for internal or external customers during the loan process Perform administrative, operational, or customer support tasks related to complex loan packages Manage an assigned pipeline of all loan types relative to business line Provide subject matter expertise and interpretation of procedures to the team of Loan Documentation specialists to ensure timely completion of work Interact with immediate Loan Documentation team, functional area, and internal peers outside work group on information related to the routine loan documentation process Required Qualifications: 4+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualification Eligible candidate must be a graduate or post graduate in finance with good understanding of commercial lending business and basic loan documents. 4 plus years of work experience in commercial lending stream Consistent performance w.r.t all key deliverables Training and coaching ability