S&P Global Market Intelligence
finance
Associate,LoanPlatformsAccountServices
“Associate, Loan Platforms Account Services at S&P Global Market Intelligence. Skills: Loan Platforms, Account Services, Loan Operations. Support clients with operational duties. Provide account maintenance support functions”
Industry & Context.
Ability to think laterally, provide proper issue analyses, and question current processes; analytical and problem-solving abilities
Available to Work 9:00am ET - 5:30pm ET, Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.
What They're Looking For.
Must Have
Bachelor's Degree or equivalent work experience, 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 analytical and problem-solving abilities, Proficient PC skills, especially in Microsoft Word and Excel
Nice to Have
process improvement skills, Salesforce experience, Customer service experience
What You'll Do.
Support clients with operational duties
Provide account maintenance support functions
Ensure sufficient data integrity
Accurately review onboarding documentation
Create and maintain entity identifiers
Create and maintain user accounts
Create and maintain trade accounts
Assist clients on self service functionalities
Remain knowledgeable on platform integrations
Provide onboarding support for new clients
Provide onboarding support for client team members
Provide onboarding support for client accounts
Ensure smooth and effective quality-controlled onboarding process
Strict adherence to internal procedures
Strict adherence to processing deadlines
Strict adherence to quality-controlled operational processes
Strict adherence to LSTA/LMA standards
Process primary loan transactions
Process secondary loan transactions
Close primary loan transactions
Close secondary loan transactions
Pro-actively identify account related issues
Pro-actively identify system related issues
Work seamlessly with internal partners on resolution plans
Work seamlessly with management on resolution plans
Work seamlessly with internal partners on escalations
Work seamlessly with management on escalations
Capture user feedback
Channel user feedback
Partner with leaders on required projects
Partner with peers on required projects
Partner with product associates on required projects
Partner with sales on required projects
Partner with relationship managers on required projects
Facilitate continuous improvement of products
Facilitate continuous improvement of services
Crosstrain with neighboring divisions
Provide an agile workforce
Engage with joint clients
How You'll Work.
Team & Collaboration
Work seamlessly with internal partners and management on resolution plans and/or additional escalations; Partner with leaders, peers, product associates, sales, and relationship managers on required projects
Communication Scope
excellent interpersonal communication; communication and listening skills
Process & Methodology
Ability to organize and prioritize complex issues and projects to completion
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