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Senior Operations Analyst
West Hartford, Connecticut, United States
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Senior Operations Analyst

Location: Greater Hartford, CT Area (Hybrid)

Employment Type: Full-Time, Exempt

Position Overview

Our client, a growing commercial finance organization, is seeking a Senior Operations Analyst to join its Operations team. This individual will support the day-to-day administration of lending operations, collateral reporting, loan servicing, and portfolio analysis. The ideal candidate is highly organized, analytical, and comfortable working in a fast-paced financial services environment.

Key Responsibilities

  • Process funding and advance requests.
  • Maintain accurate loan and collateral information within internal systems.
  • Review daily cash activity and reconcile loan transactions.
  • Perform daily, weekly, and month-end operational processing and reporting.
  • Reconcile loan balances, collateral activity, and client financial data.
  • Monitor collateral performance and identify trends or potential risks.
  • Assist with portfolio reporting, collateral reviews, and loan administration.
  • Track required documentation, insurance, and compliance items.
  • Support onboarding of new lending relationships, including system setup and operational implementation.
  • Cross-train across core operations functions and provide team coverage as needed.
  • Assist with special projects and other operational initiatives.

Additional Responsibilities

  • Support general ledger and accounting-related activities.
  • Assist with accounts receivable, accounts payable, and cash management functions.
  • Coordinate with banking partners regarding treasury management and client account administration.
  • Serve as a point of contact for clients regarding operational requests and routine servicing needs.

Qualifications

  • Associate's degree required; Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
  • 2+ years of experience in banking, commercial lending, asset-based lending, commercial finance, loan operations, or a related financial services environment.
  • Basic understanding of accounting principles and financial reporting.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent attention to detail with the ability to manage multiple priorities.
  • Strong communication and client service skills.
  • Proficiency in Microsoft Office, particularly Excel.
  • Ability to learn new financial systems and technology platforms.

Preferred Experience

  • Experience supporting commercial loan operations or collateral administration.
  • Exposure to portfolio reporting, reconciliations, or loan servicing.
  • Knowledge of commercial lending documentation and operational processes is a plus. 


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