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Associate, Loan Platforms Support

Spgi

DALLAS 5430 LBJ FREEWAY 35 HRS, TX | ANDOVER 300 BRICKSTONE SQUARE, US$46k – $60khybrid

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About this role

About the Role:

Grade Level (for internal use): 07 The ClearPar Loan Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills located in the US to join our global Loan Platforms Account Services Team.

The Team:   ClearPar is the first fully operational provider of par and distressed loan closing and recordkeeping services for the syndicated loan market. Through a unique combination of experienced personnel and electronic processing, hardware, and software, ClearPar has built a single platform system to address market demands for efficient settlement of par loan closings. The Loan Platforms Account Services team is responsible for all account setups across multiple platforms and support of all users on our systems.

Responsibilities and Impact: The Impact: The successful candidate will form a key part of the Loan Platforms team, responsible for maintaining the day-to-day operations of our Syndicated Loan Market offering, as well as supporting the questions and requests of our internal and external clients.

Responsibilities: The associate will be part of a dynamic team, responsible for all onboarding, data research, and processing functions on the Loan Operations Team. In this position, you will gain exposure to an exciting financial market and interact daily with our clients of varying levels of seniority.  This is an exciting opportunity to learn about finance, banking, syndicated loan market, and Software as a Services (SAAS) technology. • As an Associate, you are expected to support our clients and the business with operational duties and all account maintenance support functions to ensure sufficient data integrity. These include but are not limited to accurately reviewing onboarding documentation, creation and maintenance of entity identifiers, user and trade accounts across multiple platforms, assisting clients on specific self service functionalities, and remaining knowledgeable on various platform integrations

• You are tasked with providing onboarding support for new clients, their team members, and accounts as requested to ensure a smooth and effective quality-controlled onboarding process across multiple products.

• Strict adherence to internal procedures, processing deadlines, quality-controlled operational processes, and LSTA/LMA standards for processing and closure of primary and secondary par loan transactions and/or trades.

• You will be responsible for pro-actively identifying internal and external account and system related issues effectively. This will also require the ability to work seamlessly with internal partners and management on resolution plans and/or additional escalations.  

• Your ability to capture and channel user feedback through proper communication and listening skills is imperative. You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services.

• You should be willing and able to crosstrain with neighboring divisions of the firm to provide an agile workforce capable of handling issues and engaging with joint clients.

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $45,559 to $60,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits.

What We’re Looking For:   Available to Work 9:00am ET -  5:30pm ET

Basic Required Qualifications:  ​ • Must be able to handle stressful customer situations with patience and poise

• Ability to organize and prioritize complex issues and projects to completion

• Able to demonstrate knowledge and experience in working with internet-based applications

• Ability to think laterally, provide proper issue analyses, and question current processes

• Eager to learn with strong analytical and problem-solving abilities

• Proficient PC skills, especially in Microsoft Word and Excel

Additional Preferred Qualifications: • Bachelor’s Degree or equivalent work experience • Strong process improvement skills

• Salesforce experience

• Customer service experience

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence .

What’s In It For You?

Our Mission: Advancing Essential Intelligence.

Our People: We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values: Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with

Salary insight

The midpoint of this range ($53k) is about 63% below the median disclosed salary for Dallas roles listed on ForgeApply ($142k across 736 jobs).

Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.

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