Bank Loan Specialist

Our client in the financial services industry is looking for a Bank Loan Specialist to join their team in the San Gabriel County.


Job Description:

  • Ensure trades are accurately posted
  • Notify team of discrepancies and process adjustments
  • Ensure accurate processing of amendments
  • Provide oversight for trade confirmation, settlement and daily P& I postings
  • Maintain accurate administrative data for all Bank Loan accounts
  • Set up new brokers, custodians and accounts
  • Assist in resolving Bank Loan related cash discrepancies
  • Prepare and update weekly/monthly KPI data
  • Review and resolve any discrepancies identified during monthly reconciliation
  • Assist with any ad hoc projects or requests



  • Proficient with the Microsoft Office Suite, including strong Excel and Bloomberg skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to manage multiple priorities with accuracy and efficiency while meeting deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in business, accounting, or related field and a minimum of 2 years’ relevant experience
Elizabeth ValadezBank Loan Specialist