Loan Agency Assignment & Intake Team Operations Analyst I

About SRS Acquiom 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 dealmakers rely on for speed, precision, and less friction - supporting over 11,500 deals worth more than $2.1 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 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 Deal Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a contact for clients, lenders, and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management. Location: This is a hybrid position based in our Denver, CO, or Minneapolis, MN office. Compensation: The hourly rate for this position is between $28.84 and $33.65 ($60k - $70k), depending on experience level. Primary Responsibilities Set up new deals on the Loan System and create and maintain transaction documents that assist with the ongoing administration of the loan transactions. Generate and send notices to the borrower and lenders regarding upcoming payments, fundings, rate sets, and conversions, etc. Maintain the loans in the loan system and make necessary updates as needed. Terminate deals on the loan system when the loan matures. Respond to inquiries from internal and external parties regarding the loan. Comprehend internal processes and procedures while maintaining internal controls. Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. Research and resolve issues related to administration and client service in connection with assigned tasks. Use judgement, interpretation and problem-solving to understand loan related information. Professionally communicate and collaborate with internal groups and external clients by phone and email. Perform data entry in the loan system and Microsoft Excel. Provide coverage and support to the team when needed. Perform other related duties as assigned or requested. Required Qualifications & Skills Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required. 1+ years of work experience in fin