Operations Analyst, Closing and Booking

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Job description

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Job Overview

Antares Capital Closing and Booking team is seeking a skilled and experienced Operations Analyst to join our growing operations team. The primary focus of this role will be closing, funding, and booking of commercial loan transactions.

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Responsibilities

• Ensure timely, accurate and complete closing, booking, and funding of new transactions and subsequent refinancing and restructurings for a large middle-market lending portfolio
• Prepare and formulate internal closing funds flow memorandum, reconciling against sponsor funds flow memorandums and capital markets lender allocations
• Anticipate and independently resolve issues, as well as advocate and recommend solutions and alternatives to satisfy customer needs after balancing against operational risk and business requirements
• Manage the customer KYC/AML due diligence process and requirements for the deal team and monitor/coordinate the AML process against deadlines
• Manage investor KYC due diligence process
• Preparation and distribution of closing funding notices to lenders, including calculation and tracking of investor funding shares and reconciliations
• Coordinate and track receipt of all lender administrative details and tax forms
• Drive business understanding and adherence to required policies and procedures that are a necessary part of the closing, funding and booking process
• Ensure a clean and timely hand-off of newly funded transaction to the loan servicing team, with a constant focus on improving overall cycle time

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Qualifications

• Bachelor or Associate degree in business law, finance, accounting, paralegal certificate, or related degree
• Experience reviewing loan documentation and translating content into loan servicing system requirements
• 2+ years of experience with a financial institution or other organization with exposure to loan documents, and a general knowledge of strong analytical, problem solving, and independent decision-making skills
• Ability to deal with multiple priorities and meet deadlines
• Understanding of loan documentation and ability to extract pertinent information and translating that content into loan servicing system requirements
• Excellent verbal and written communication skills
• Ability to successfully interface with customers, third parties, and key internal stakeholders
• Proficiency with Microsoft office suite with emphasis on Outlook, Word and Excel usage or comparable software application; experience with Loan IQ strongly preferred
• Previous exposure to various finance products and structures including loans, and equity investments
• Able and willing to work extended hours when necessary during periods of high transaction volume
• Positive "can-do" approach to responsibilities and ability to work collaboratively with others

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Requirements

• Must have unrestricted authorization to work in the United States
• Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check
• Must be willing to work from the Chicago, IL office

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To learn more, visit . Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.