Collateral Servicing - Operations Analyst

Collateral Servicing Specialist – Operations Analyst, a pivotal role within our Collateral group. This essential position is designed to deliver on specific tasks and requirements, making it a crucial part of our team. As a Collateral Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.

Job Summary

As a Collateral Servicing Specialist – Operations Analyst within the Collateral group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across a variety of processes, including reviewing collateral documents, researching client exposure, and processing the release within the state timeframes and state regulations. This position offers a unique opportunity to enhance your skills in monitoring and servicing collateral and to make a significant impact on our operations.

Job Responsibilities

• Adhere to established QUALITY & QUANTITY SLAs consistently.
• Ensure 100% compliance with process-related policies, guidelines, and controls.
• Manage the review of collateral documents, research client exposure, and process releases efficiently.
• Liaise with bank departments and external contacts, including Borrowers and Trustees.
• Complete all collateral processing within the SLA on the same day.
• Serve as the SME and first internal POC for process-related queries and clarifications.
• Act as the first point of escalation for process-related issues from customers.
• Pay attention to detail to ensure all documents are processed correctly.
• Identify changes to processes to improve productivity and efficiency.

Required qualifications, skills, and capabilities

• Hold a Bachelor’s degree in Finance or a related field, or possess equivalent work experience.
• Minimum 2 years of experience in the Financial Services industry with a proven track record of delivery.
• Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
• Manage clients effectively, build partnerships, and lead while dealing with multiple stakeholders simultaneously.
• Utilize effective time management and prioritization skills to achieve business objectives.
• Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments.

Preferred qualifications, skills, and capabilities

• Build relationships with clients, internal partners, and peers effectively.
• Recognize issues or problems that need to be escalated promptly.
• Develop domain learning and exhibit strong interpersonal and communication skills.
• Apply analytical thinking and problem-solving skills effectively.
• Understand the product lifecycle and area product management thoroughly.