Manager, Loan Agency Assignments and Intake Team

About SRS Acquiom 

SRS Acquiom is a leading disruptor in the financial services technology space with a long track record of consistent growth, profitability, and innovation. Since the Company was founded in 2007, we have had a tremendous impact on how Mergers and Acquisitions (M&A) and Loan Agency transactions are completed globally. Today, SRS Acquiom offers a comprehensive suite of services that include virtual data rooms, escrow, payment administration, shareholder representation, and administrative and collateral agent. This world-class platform has become the go-to solution for many of the world’s largest and most successful companies as they manage and simplify complex transactions in the global M&A and Loan Agency markets.

In the 15 years since the Company was founded, SRSA has supported more than 7,900 deals with $800B in aggregate value including high-profile transactions such as Coca Cola Corporation’s acquisition of Body Armor, Pfizer’s acquisition of ReViral Limited, and Intel’s acquisition of Granulate Cloud Solutions. In the same time, we have added a blue-chip private equity ownership base, and today we boast an impressive investor base, including Foundry, NorWest, Revolutions, and LMP.

We are looking for extraordinary people to help drive our continued success.  If you are looking to join a growing, entrepreneurial environment in an established company, we want to hear from you!! 

Manager, Loan Agency Assignments & Intake Team Position Summary

The Manager, Loan Agency Assignments & Intake Team works in SRSA’s Loan Agency department and manages our Operation Analysts (“Assignments and Intake Team”) that are responsible for processing assignments, document solicitation and supporting SRS Acquiom platforms.

The salary range for this position is $85k - $100K, depending on the level of experience. 

This is a hybrid position with in-person and remote schedule flexibility that can reside in Colorado or Minnesota.

Manager, Loan Agency Assignments & Intake Team Primary Responsibilities 

• Manage Assignments and Intake Team that have the following duties:
  • Review and process assignments in compliance with loan documents to ensure assignments are processed timely and accurately.
  • Solicit, track and process lender Administrative Details and Tax Forms.
  • Review wire instructions in Loan System and performs callbacks to parties to verbally confirm wire instructions.
  • Complete audit confirmations.
  • Provide support to internal and external users for SRS Acquiom platforms.
  • Respond to inquiries regarding all of the duties stated above.
• Assign deals to the Assignments and Intake Team upon deal closing and monitoring and reviewing processed assignments to ensure assignments are processed accurately and timely.
• Ensure all daily functions and tasks of the Assignments and Intake Team are performed accurately and timely.
• Train new hires within the Assignments and Intake Team on SRSA’s Loan Agency process and procedures and delivering ongoing training.
• Ensure training materials related to the Assignments and Intake Team are kept current.
• Provide hands-on assistance and coverage to support the Assignments and Intake Team, when needed. 
• Mentor, set career development goals and conduct routine performance reviews with direct reports. 
• Identify process improvements to enhance the customer experience, exceed SLAs, improve efficiency, and mitigate risk.
• Perform other related duties as assigned or requested. 

Manager, Loan Agency Assignments & Intake Team Required Qualifications & Skills  

• 3 years of experience in operations, preferably in the financial services industry.
• Management experience a plus
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• 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. 
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties.  
• High level of proficiency with computers and learning new software.

Manager, Loan Agency Assignments & Intake Team Additional Requirements

• Must be able to work on-site in Denver or Minneapolis in a hybrid schedule.
• Work demands may require more than 40 hours a week.
• Ability to work in a fast-paced environment and juggle multiple priorities.

A few benefits our employees enjoy

• Comprehensive benefit plans (medical/dental/vision) starting on day 1
• 401(k) with 4% matching
• Discretionary time off
• Fitness credit
• Several pre-tax plans (dependent care, transportation, flexible spending)
• Transportation reimbursement
• Benefits reimbursement

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.