12 results for Loan Operations Analyst in Chicago, IL

Loan Operations Analyst

Chicago, IL
onsite
Permanent
90000 - 100000 USD / Yearly
The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. Responsibilities: • Maintain the Reconciliation and Control functions within the Operations group• Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled• Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger• Enter trades into Wall Street Office (“WSO”) and trade capture systems• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services• Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy − Review transaction documentation to ensure completeness and accuracy within the loan systems.• Ensure all loans are rolled and correct rates are set for the next accrual period• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation
2026-03-11T00:00:00Z

Finance Operations Associate

Chicago, IL
onsite
Permanent
100000 - 105000 USD / Yearly
The salary range for this position is $100,000 to $105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. Fast-Track Career Advancement Opportunity (This position is expected to advance quickly within the company over the next few months.) Responsibilities: <ul><li>Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics</li><li>Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties</li><li>Perform representative daily activities that include:</li><li>Maintain data integrity within borrowing bases for effective administration of credit facilities;</li><li>Process waterfalls for accurate tracking and payment of principal and interest collections;</li><li>Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure;</li><li>Establish dashboards and processes to satisfy a variety of reporting needs;</li><li>Compile and monitor key portfolio ratios and metrics; and</li><li>Monitor fund liquidity and manage fund cash positions</li><li>Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis</li><li>Liquidity management and cash forecasting for the Funds</li><li>Maintain pricing models used by deal teams to analyze return and leverage projections for loan originations</li><li>Interface with all areas of the organization (underwriting, operations, originations, capital formation, debt capital markets, investor services, IT, etc.) as needed</li><li>Produce investor reporting deliverables, due diligence requests, exposure reports and other ad hoc investor reporting requirements</li><li>Produce management reporting & special projects for internal stakeholders as needed</li></ul>
2026-03-10T00:00:00Z

Loan Servicer/Administrator

Schaumburg, IL
onsite
Contract / Temporary to Hire
20 - 30 USD / Hourly
We are looking for a detail-oriented Loan Officer Assistant to join our team in Schaumburg, Illinois. This contract-to-permanent position offers an exciting opportunity for professionals experienced in loan processing and administration to contribute to a dynamic and fast-paced environment. The role requires strong organizational skills and the ability to effectively communicate with borrowers and partners while ensuring compliance with mortgage program guidelines. Responsibilities:• Review and verify loan applications to ensure accuracy and compliance with supporting documentation.• Collaborate with Loan originators to gather necessary conditions and maintain complete loan files.• Assist clients with the mortgage pre-approval process, providing guidance on required documentation.• Monitor and manage outstanding items in tracking systems, promptly securing borrower documents.• Perform credit evaluations, calculate qualifying income, and determine housing and expense ratios.• Apply mortgage program requirements to validate loan eligibility and prepare files for Loan Officer review.• Offer administrative and licensed support, including discussing rates, terms, and originating loans when needed.• Conduct audits and ensure compliance with loan agreements and applicable regulations.• Utilize Encompass software and agency systems to manage loan processing tasks efficiently
2026-02-26T00:00:00Z

Treasury Analyst

Chicago, IL
onsite
Contract / Temporary to Hire
26.125 - 30.25 USD / Hourly
We are looking for a Treasury Analyst to join a growing organization in the financial services sector based in Chicago, Illinois. This is a Contract to permanent position, offering an excellent opportunity for growth and development. The ideal candidate will bring expertise in treasury operations and a proactive approach to managing financial activities. Responsibilities: • Manage daily treasury operations, ensuring efficient cash flow management and accurate reporting. • Prepare and analyze cash flow forecasts to support organizational financial planning. • Reconcile accounts and perform regular reviews to maintain accuracy in financial records. • Collaborate with banking partners to resolve issues and optimize banking relationships. • Monitor and report on liquidity, ensuring compliance with internal policies and external regulations. • Support treasury-related projects and initiatives to improve processes and operational efficiency. • Utilize Microsoft Excel to manage and analyze financial data effectively. • Assist in developing strategies for risk management and optimizing cash utilization. • Conduct periodic audits of treasury functions to ensure adherence to established procedures.
2026-03-11T00:00:00Z

Credit Analyst

Hinsdale, IL
onsite
Permanent
65000 - 71000 USD / Yearly
Senior Credit AnalystLocation: Oak Brook - onsite with flex time and 10 days per year for remote Elevate Your Career with a Local LeaderAre you a data-driven Credit professional who thrives in a high-volume, high-impact environment? This is an onsite role designed for someone who values face-to-face collaboration and is looking for a clear path toward growth and advancement. [1, 2]We are specifically seeking individuals with a background in mid-size to large revenue companies who understand the complexities of sophisticated credit portfolios and corporate financial structures.The RoleAs a Senior Credit Analyst, you will play a pivotal part in managing accounts receivable while ensuring the timely resolution of payment issues. You will be a key consultant to our sales and management teams, balancing risk mitigation with business growth.Key Responsibilities:<ul><li>Portfolio Management: Monitor daily aging reports to prioritize and address delinquent accounts, ensuring aggressive collection targets are consistently met.</li><li>Strategic Credit Review: Analyze customer financial standing, market presence, and credit risk to provide high-level recommendations for credit limits and terms.</li><li>Dispute Resolution: Reconcile past-due balances and collaborate with sales and customers to resolve complex billing disputes.</li><li>Process Improvement: Conduct root-cause analysis to reduce billing exceptions and identify trends that impact cash flow.</li><li>Approvals & Compliance: Review credit holds and approve order releases in strict alignment with company policy; identify and recommend bad debt write-offs for managerial approval.</li><li>Reporting: Generate monthly and ad-hoc reports to provide leadership with insights into collection trends and portfolio health. [1, 2, 3, 4, 5]</li></ul>Requirements:<ul><li>Experience: Credit/Collections experience, specifically within a mid-market or enterprise-level company (high revenue volume).</li><li>Analytical Rigor: Strong ability to interpret financial statements and market data to assess risk.</li><li>Communication: Proven track record of building positive relationships with internal stakeholders and external customers.</li><li>Technical Skills: Proficiency in ERP systems (e.g., SAP, Oracle, JD Edwards) and advanced Excel.</li><li>Proactive Mindset: A self-starter who identifies issues before they become problems and is motivated by professional advancement. [1, 2, 3]</li></ul>Benefits include insurance, 401K, vacation and holiday pay
2026-03-13T00:00:00Z

Credit Analyst

Deerfield, IL
onsite
Temporary
28 - 32 USD / Hourly
We are looking for a dedicated Credit Analyst to join our team in Deerfield, Illinois. This role involves assessing credit risks, managing customer accounts, and assisting with collections to ensure financial stability. This is a long-term contract position offering flexibility in scheduling and an opportunity for growth in attention to detail. Responsibilities: • Conduct detailed credit risk assessments for existing and incoming customer accounts. • Analyze financial data to evaluate the creditworthiness of commercial clients. • Manage and monitor customer credit applications to ensure compliance with company policies. • Assist with collections on problematic accounts to minimize financial exposure. • Collaborate with internal teams to address credit-related issues and support business operations. • Prepare reports and documentation on credit evaluations and collection efforts. • Identify trends in customer payment behaviors and recommend strategies to mitigate risks. • Ensure proper handling of sensitive financial information throughout the credit analysis process. • Communicate findings and recommendations effectively to management.
2026-03-10T00:00:00Z

Treasury Analyst - Cash Management

Chicago, IL
onsite
Permanent
85000 - 86000 USD / Yearly
The salary for this position is $85,000 to $86,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] Responsibilities<ul><li>Coordinate Treasury data retrieval. Retrieve and process electronic bank statements and coordinate information flow into SAP. Resolve issues related to obtaining electronic banking information. Ensure that inflows and outflows have proper G/L coding.</li><li>Payment processing. Run daily payment programs, process wires that need to be uploaded into bank websites, process Federal/State/Canadian tax payments, process ACH drawdowns, and troubleshoot any payment-related problems.</li><li>Various banking-related activities. Online banking user maintenance, signatory updates, process remote check deposits, handle auditor information requests, and maintain a list of all bank accounts.</li><li>Assist with month-end activities, such as interest accrual reports, letter of credit reporting, and distribution of various reports. Verification of interest payment calculations with third parties.</li><li>International activities. Review and initiate/approve international payments, work with the Cash Manager to place international investments, and assist with intercompany transactions.</li></ul>
2026-02-26T00:00:00Z

Financial Analyst

Des Plaines, IL
onsite
Permanent
95000 - 125000 USD / Yearly
We are looking for an experienced Financial Analyst to join our team in Rosemont, Illinois. The ideal candidate will have a strong background in financial analysis and modeling, with the ability to drive key financial processes and provide actionable insights to support decision-making. This role offers an opportunity to contribute to the financial health of manufacturing operations through detailed reporting, forecasting, and analysis. Responsibilities:• Facilitate the month-end close process, including preparing account reconciliations and processing journal entries.• Perform weekly cash flow analysis and track key financial metrics to support operational initiatives.• Develop and maintain cost accounting standards for manufacturing operations, analyzing variances to identify root causes.• Generate and analyze weekly site spend and manufacturing reports to evaluate cost leverage and recommend corrective actions.• Lead the annual planning and forecasting process, including setting standards for hours and productivity.• Enhance existing tracking systems to ensure timely identification and reporting of variances.• Oversee ongoing forecasting efforts related to revenue, standard margins, and cash flow performance.• Manage site capital requirements, including processing monthly capital project requests, tracking fixed assets, and developing annual capital plans. Benefits: Medical, dental, vision, paid time off and 401K
2026-03-12T00:00:00Z

Financial Analyst

Chicago, IL
onsite
Permanent
60000 - 70000 USD / Yearly
The salary range for this position is $60,000-$70,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. SummaryThe Regional Finance Analyst role is meant to oversee the Financial operations of the Central Region and partner with the local offices within the region to promote consistency and smooth workflow and expedited AR, AP and reporting functions. Essential duties and responsibilities• Partner with our centralized accounting team to book and reconcile journal entries• Month-end & Quarterly Close: prepare, format, and provide variance analysis on financial reports, maintain broker balances and other tasks as needed• Assist in budgeting and forecasting process• Prepare commission calculations each pay period to be submitted to the Regional Finance Manager• Submit tickets to the centralized accounting team to create invoices• Salesforce maintenance: track the deals and pipeline for forecasting; ensure all calculations and data entries are correct; Organize necessary documents, contracts, and agreements to support commission invoicing• Suggest changes or improvements to increase accuracy and efficiency; provide broker support as needed• Assist the Finance and Operations Director with special projects as needed
2026-03-10T00:00:00Z

Mortgage Processor

Schaumburg, IL
onsite
Temporary
26.125 - 30.25 USD / Hourly
We are looking for a dedicated Mortgage Processor to join our team in Schaumburg, Illinois. In this long-term contract to permanent position, you will play a key role in managing loan files, ensuring compliance, and delivering excellent service to both borrowers and stakeholders. This opportunity is ideal for individuals with strong attention to detail and a passion for working in the fast-paced mortgage industry. Responsibilities:• Manage a high-volume pipeline of loan applications while maintaining accuracy and efficiency.• Analyze borrower financial information, including income, assets, and debt ratios, to determine eligibility across various loan programs.• Review credit reports, titles, purchase contracts, and appraisals to identify discrepancies and ensure compliance with regulations.• Conduct verbal verifications of employment (VOEs) and communicate with borrowers about documentation deadlines.• Validate new loan submissions within 48 hours, ensuring all necessary information is logged and files are complete for underwriting.• Monitor contingency and closing timelines, notifying loan officers when adjustments are required.• Collect and organize loan documentation using established checklists to prepare files for underwriting decisions.• Apply knowledge of Freddie Mac guidelines, AllRegs, and mortgage red-flag standards to ensure loan quality.• Provide backup processing support to team members during high-volume periods or absences.• Maintain consistent communication with all parties involved to ensure smooth processing and timely updates.
2026-02-24T00:00:00Z

Finance Lead

Chicago, IL
onsite
Permanent
185000 - 190000 USD / Yearly
The salary range for this position is up to $190,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Position Responsibilities<ul><li>Work with Senior Leadership Team and Financial Leadership Team to understand the company’s vision and strategy and develop integrated EPM vision and strategies that are aligned with the company's overall strategic initiatives and financial objectives</li><li>Facilitate the establishment of daily, weekly and monthly reporting requirements</li><li>Give significant input to the development of company enterprise structure required to achieve reporting requirements and coordinate with finance and IT resources towards implementation of a transaction systems all the way through EPM reporting systems</li><li>Participate in the selection and configuration of EPM reporting tools consisting of 1) Actual Consolidation, 2) Planning and Forecasting, 3) Workforce Planning, 4) Long Range Planning (3 to 5 years), 5) Integrated Management Reporting and 6) External / SEC Reporting among others [tools currently being implemented are Tagetik and SAP’s SAC]</li><li> Create the vision and strategies for actual, plan / forecast and long range planning reporting</li><li>Establish financial standard reports to assure “one version of the truth”</li><li>Create and govern required reporting Master Data Management (MDM) Change Control processes (for entities, profit centers, cost centers, chart of accounts, standard reporting formats among others) as part of the Enterprise Master Data Governance program.</li><li>Establish links between various transformation initiatives and business strategies using methods/approaches such as capability assessment, business/financial analysis, process management and re-design, organizational assessment and stakeholder management</li><li>Contribute with financial specific expertise in establishing governance program conducted by the Master Core Data Team.</li><li>Support acquisition integration efforts by developing/enhancing playbook activities and repeatable processes for efficient and timely integration of financial data</li><li>Provide direct oversight for the management and prioritization of key projects and milestones. Responsible for overall project/program quality assurance</li><li>Provide thought leadership to ensure program objectives are achieved and stakeholders are aligned</li><li>Work directly with key stakeholders and business partners to drive improvements in core financial processes such as close/consolidations; planning, budgeting and forecasting; and management reporting</li><li>Foster continuous improvement mindset to drive change, improve access to critical information and enhance decision support capabilities across finance</li></ul>
2026-03-10T00:00:00Z

Finance Manager

Chicago, IL
onsite
Permanent
110000 - 125000 USD / Yearly
The salary range for this position is $110,000 - $125,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? SummaryThe Finance Manager, Southeast Region is responsible for support of the regional and local financial reporting and processes for the Southeast region. This role will support the regional finance director and local market leaders with accurate financial reporting, budgeting, forecasting, and understanding risk and opportunities within the market. The successful candidate will possess a solid knowledge of financial processes including month/quarter/year-end reporting, budgeting and forecasting, sales pipeline tracking, commissions calculations and financial systems. The position will report to the Regional Finance Director, Southeast and involves developing strong relationships with local office leaders and internal finance and corporate partners. Essential duties and responsibilities<ul><li>Serve as a key financial and people leader for the local office management team, providing guidance, mentorship, and support to develop a high-performing finance team.</li><li>Support regional and market financial processes (commission calculations, revenue posting, pipeline tracking, etc.) while fostering teamwork and accountability within the finance team.</li><li>Lead the development, consolidation, and analysis of the annual plan and quarterly reforecasts, ensuring clarity and collaboration across stakeholders.</li><li>Oversee the preparation of monthly financial reporting packages, delivering insights and analysis through effective communication with local management to facilitate understanding and action planning.</li><li>Act as a liaison with the corporate accounting team on revenue recognition, accounts receivable, balance sheet reconciliations, and general accounting, ensuring clear communication and collaboration.</li><li>Manage and review bi-weekly commission payroll, ensuring accuracy and fairness in compensation processes.</li><li>Supervise and develop day-to-day processes and responsibilities of regional financial analysts, promoting growth, coaching, and continuous improvement.</li><li>Build and maintain strong relationships with Regional Finance Directors, FP&A teams, and other stakeholders, fostering a collaborative and transparent working environment.</li><li>Lead critical projects and provide value-added ad hoc analysis, demonstrating strong stakeholder management and influencing skills.</li><li>Promote a culture of continuous learning, accountability, and teamwork within the finance team and across the organization.</li></ul>
2026-03-10T00:00:00Z