Operations Specialist (Level III)

Job Description

Job Description

Rate: $ 21.02/hr on W2

Location: Phoenix, AZ, USA, 85034
Bank Job Title: Operations Analyst

Duration: 12 months

Job Description

We are seeking an Operations Specialist (Level III)to join our dynamic team. The ideal candidate will have strong experience in commercial loan financial booking, complex loan administration, and client funding and a proven ability to execute timely and accurate loan bookings, reconcile systems, and maintain precise client and deal records .

Responsibilities:

• Perfect the bank’s financial booking for commercial bilateral deals, including accurate setup and maintenance of billing schedules, pricing options, and client indicative data.
• Complete booking and funding processes with a focus on timeliness and data accuracy.
• Process complex loan administration transactions in accordance with established policies, processes, and procedures.
• Collaborate with Document Administrators to ensure efficient, high-quality loan processing and documentation alignment.
• Administer loan payments, perform loan system reconciliations, and conduct quality reviews.
• Read and interpret credit agreements and loan documentation to ensure accurate records and bookings.
• Build and maintain strong relationships with internal business partners and relevant stakeholders.

Required Skills & Qualifications:

• Knowledge of credit agreements and legal documentation, with ability to interpret loan terms.
• Previous banking experience in loan operations or related functions.
• Detail orientation with strong accuracy in data entry and record maintenance.
• Effective communication skills and ability to partner with cross-functional teams.

Preferred Skills:

• One to two years of financial booking experience for commercial loans.
• Commercial loan operations knowledge and familiarity with end-to-end loan lifecycle.
• Loan IQ experience.
• Ability to work independently with limited supervision and manage priorities.
• Ability to communicate with attorneys and internal business partners.
• Proficiency with Microsoft Excel.
• Bachelor’s degree.

Role Logistics:

• Onsite role, 5 days per week. Free parking available.
• Hours per Day: 8. Labor Type: Accounting/Finance.

Company Description

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer.

Company Description

About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.