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Loan Agency Relationship Associate

Loan Agency Relationship Associate

SRS AcquiomDenver, CO, US
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SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done. Since 2007, we've brought unmatched expertise, insight, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Loan Agency Product Owner

Loan Agency Product Owner

Srs AcquiomDenver, Colorado, United States
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SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Remote Agency Relationship Manager

Remote Agency Relationship Manager

ChubbDenver, CO, US
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Remote Agency Relationship Manager.Chubb Personal Risk Services offers an array of property and casualty insurance products for individuals and families with fine homes and possessions.Our clients ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Agency Partner Manager

Agency Partner Manager

VirtualVocationsArvada, Colorado, United States
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A company is looking for an Agency Partner Manager to oversee agency partnerships and drive revenue growth.Key Responsibilities Manage and nurture a portfolio of agency partnerships to achieve pe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Agency Producer in Lakewood

Agency Producer in Lakewood

Holmes Farmers InsuranceDenver, CO, US
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Constant training and development.Base salary plus Commission split.Join Farmers Insurance, one of America's leading insurance brands, at our Lakewood, CO, branch. Were committed to fostering a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Insurance Agency Owner - Colorado (Various Cities)

Insurance Agency Owner - Colorado (Various Cities)

American Family InsuranceDenver, CO, US
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American Family Insurance Agency Owner.That's what makes an American Family Insurance Agency Owner.It's a highly rewarding opportunity that allows you to create financial stability while making a p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Agency Producer

Agency Producer

Farmers Insurance AgenciesDenver, CO, 80246, US
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As an insurance producer working for a Farmers agency owner, you can assist prospective and existing customers in your community with products and services they need. Compensation for this position ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Agency Underwriter - Affordable / Conventional

Agency Underwriter - Affordable / Conventional

NorthmarqDenver, CO, US
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At Northmarq, you can be part of something special.Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, inve...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Agency Leadership with Farmers Insurance

Agency Leadership with Farmers Insurance

Farmers Insurance Mile High DistrictDenver, CO, US
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Farmers Insurance is seeking dedicated and driven individuals to become.This prestigious opportunity allows you to manage and operate your insurance agency under the renowned Farmers Insurance bran...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Partner, Agency

Client Partner, Agency

AdswerveDenver, CO, US
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We're an award-winning data, media, and tech consultancy and a leading Google and Adobe partner that helps brands and agencies think beyond clicks and conversions to unlock new opportunities for gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Staffing Consultant - Agency Recruiter

Staffing Consultant - Agency Recruiter

Colorado StaffingDenver, CO, US
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Beacon Hill was founded to set a new standard in search, career placement, and flexible staffing.As a Staffing Consultant, you will find, interview, and qualify job seekers for temporary / contract r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Agency Growth Partner

Agency Growth Partner

LIFESIGHT LLCDenver, CO, US
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Location : NYC (Remote, with travel required for client meetings).Relationship builder : Develops authentic trust and rapport with agency partners through consistent outreach, active listening, and d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Agency Owner

Agency Owner

Farmers Insurance Metro North DistrictDenver, CO, US
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There are business opportunities and then there are Farmers business opportunities.If you are an entrepreneurial minded individual looking to build your first business and invest in yourself, becom...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Counsel - Insurance Agency

Counsel - Insurance Agency

TransamericaDenver, Colorado
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Provide legal advice and support regardingthe marketing and distribution of insurance products primarily through a retail field force of independent contractor insurance agents.Prepare, review, and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Staffing Consultant - Agency Recruiter

Staffing Consultant - Agency Recruiter

Denver StaffingDenver, CO, US
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Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.As a Staffing Consultant, you will find, interview, and qualify job seekers for temporary / contract ro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Insurance Agency Owner

Insurance Agency Owner

Allstate BenefitsStatewide, CO, US
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Do you want to own your own business and make a meaningful impact on your community?.Owning your own Allstate agency is an amazing chance to create a successful business by providing protection to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Agency Sales Producer

Agency Sales Producer

Farmers Insurance - District 13Denver Metro, Colorado, United States
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Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet long-term and short-term goals for agency growth.This includes new bus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Non-Skilled Home Health Agency Supervisor

Non-Skilled Home Health Agency Supervisor

Willis Counseling & ConsultingAurora, Colorado, USA
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A partnered and affiliated company of Willis Counseling & Consulting (WCC).This role is specifically for Willis Health Cares non-skilled home health operations. The Non-Skilled Home Health Agency Su...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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Product Owner Transfer Agency Technology

Product Owner Transfer Agency Technology

GWPDenver, Colorado, USA
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A career at Janus Henderson is more than a job its about.Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights disciplined...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Loan Agency Relationship Associate

Loan Agency Relationship Associate

SRS AcquiomDenver, CO, US
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Job Description

Job Description

About SRS Acquiom

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done.

Since 2007, we've brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down.

Today, we deliver a unified system of solutions — virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together.

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets.

If you're looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you!

A few benefits our employees enjoy

  • Day‑one coverage : medical, dental, and vision plans so you're protected from the start
  • A 401(k) with a 4% company match to keep your future on track

Discretionary time off - take the time you need, when you need it

  • Employer‑paid life insurance, with the option to add extra coverage for peace of mind
  • Employee Assistance Programs for confidential support when life gets complicated
  • Discounted pet insurance (because furry family members count, too)
  • A fitness credit to back your health and wellness goals
  • Pre‑tax plans for dependent care, transportation, and flexible spending
  • Position Summary

    The Loan Agency Relationship Associate I works in SRSA's Loan Agency department and manages client relationships and the daily administration of assigned Loan Agency accounts. Serves as a contact for borrowers, lenders, professionals, and other internal and external service partners. Manage daily administration of assigned accounts in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

    This position is hybrid and located in Denver, CO.

    The salary range for this position is between $63k - $75k, depending on level of experience.

    Primary Responsibilities

  • Maintain a working knowledge of all transactions in the assigned loan portfolio.
  • Assist Loan Agency Relationship Managers with deal closings and terminations.
  • Coordinate KYC solicitation for new transactions.
  • Perform ongoing deal administration for the assigned portfolio. Duties may include processing payments, tickler management, collateral reviews, invoicing, responding to inquiries, reporting, and other related items.
  • Independently tackles more complex transactions, tasks, and reporting responsibilities.
  • Provide excellent customer service to all clients and parties, both internal and external, to ensure an exceptional experience. This includes professional communication and collaboration with internal groups and external clients by phone and email.
  • Use best judgment, interpretation, and problem-solving skills to understand loan documentation and resolve issues.
  • As requested, assist with training and mentoring other team members. May be appointed to a team lead role.
  • Comprehend internal processes and procedures and maintain internal controls. Work with Loan Agency management to identify opportunities to enhance our control environment.
  • Provide coverage and support to the team as a whole when needed.
  • Perform other related duties as assigned or requested.
  • Required Qualifications & Skills

  • A bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) is required.
  • 4+ years of experience in finance, loan agency, or bank operations.
  • A comprehensive understanding of syndicated and bilateral loans is required.
  • Prior experience reading, analyzing, and interpreting legal documents.
  • Ability to independently research, analyz,e and resolve complex problems and quickly learn new concepts with limited oversight or assistance.
  • Deadline-driven and highly organized with exceptional attention to detail.
  • Strong drive to achieve results and the ability to self-motivate despite multiple priorities while managing time efficiently.
  • Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional and proactive approach.
  • Proven ability to collaborate with management and team members to align goals and complete all tasks.
  • High level of proficiency with computers and learning new software.
  • Desired Characteristics

  • Positive attitude
  • Collaborative
  • Operates with the highest integrity and attention to detail
  • Self-motivated
  • Ability to prioritize and multitask
  • High attention to detail, accuracy, and thoroughness
  • We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process.
  • This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without advanced notice.

    With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.