Job Description
Insight Global is looking for a Loan Operations Analyst to support the loan operations team at one of our large financial clients. The team's in-house loan system has built up a significant backlog while they prepare to move to Loan IQ. This person will work through 500+ open items, including reconciliations, receivables, ledger and journal research, and transaction processing, while also supporting daily BAU activity. Responsibilities include reviewing loan and deal documentation, mapping remittance files into Excel, reconciling cash and positions, resolving breaks, preparing files and reporting for clients, and partnering with Finance, Technology and the front office as needed. The ideal candidate has full-cycle loan or mortgage servicing experience, a strong accounting foundation, and is comfortable with detail-heavy, heads-down work. This role is on-site in Charlotte, Monday–Friday.
Skills and Requirements
Full-cycle loan servicing or mortgage servicing experience, beyond origination: payments, accruals, payoffs and preparing client-facing files Accounting and reconciliation background: debits/credits, ledger and journal entries, reading a balance sheet Expert-level Excel (VLOOKUPs, pivots, mapping large remittance files) Understanding of transaction flow from booking through cash and the GL Able to work heads-down through a high-volume backlog (500+ items) while keeping up with BAU Strong attention to detail and knows when to escalate Syndicated or commercial lending experience, including credit agreement review Loan IQ exposure (the team is migrating to it) Experience with pricing templates and files Trading or trade control background, including mark-to-market pricing Accounts receivable experience Alteryx or other reporting tools CMBS or commercial real estate loan exposure
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.