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Analyst, Loan Settlement Operations Analyst

Cantor Fitzgerald
Full-time
On-site
Jacksonville, Florida, United States
Description
We are seeking an enthusiastic and detail-oriented individual to join our Loan Settlement team. The Operations Analyst will play a crucial role in facilitating the settlement of various loan products, working closely with multiple teams to ensure accurate and timely payment processing and cash reconciliation. This role offers a unique opportunity to gain hands-on experience in financial operations and build a solid foundation for a career in the industry.

Responsibilities
  • Process and support loan settlement transactions across different loan structures.
  • Reconcile incoming and outgoing cash flows to ensure accurate and timely settlements.
  • Investigate and resolve payment discrepancies, working closely with Front Office teams.
  • Establish and maintain accurate payment instructions with Client Onboarding.
  • Confirm the timely settlement of payments in collaboration with Cash Management.
  • Maintain comprehensive records and documentation related to loan settlements.
  • Assist with process improvements and ad hoc operational tasks as required.
  • Support the Syndicate and Agency desks in managing loan settlements with multiple counterparties.
  • Ensure effective communication and coordination across internal teams for successful settlements.


Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
  • Strong attention to detail and accuracy in working with numbers.
  • Basic understanding of financial operations, payments, or reconciliations is preferred.
  • Proficiency in Microsoft Excel and other Microsoft Office applications is essential.
  • Excellent written and verbal communication skills for effective collaboration.
  • Ability to manage multiple tasks, meet deadlines, and work effectively in a fast-paced environment.
  • Willingness to work in the office four days per week in Jacksonville, FL.
  • Internship or coursework experience in finance, banking, or operations is an asset.
  • Interest in loan products, capital markets, or financial services is desirable.
  • A problem-solving mindset and a proactive approach to issue resolution are key attributes.


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