Loan Analyst ( Compliance Services )
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![]() United States, Texas, Dallas | |
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Role: Loan Analyst (Compliance Services) Duration: 12 Month Project Location:Dallas, TX Job Description: Our Compliance Services team is seeking an experienced and motivated Analyst III with 7+ years syndicated bank loan / management experience in the finance field to facilitate daily management of client coverage and deliverables. The individual will be responsible for overseeing a team of junior analysts responsible for managing client inquiries and client support related to the functions of the outsourcing platform. The position offers direct exposure to external industry entities such as portfolio managers and trustee/custodians. The role entails partnering with other client business lines to drive a client focused agenda and satisfaction. Duties and accountabilities: * Generate and manage the day-to-day deliverables to clients (primarily capital management firms) * Perform routine reconciliation of key data points with trustees, and research variances * Review compliance test results presented on monthly trustee reports, and research variances * Monitor cash collection, payment and reserve accounts to ensure activity and transactions are processed properly * Manage inquiries regarding collateral attributes and transactions, and facilitate the workflow and timely resolution between internal groups * Managing a small team of designated junior analysts * Work with WSO Compliance programmers on applicable updates to models and test calculations * Complete special projects as assigned Education: * BA or BS (or equivalent) * Accounting / Finance Major - preferred Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses. |