Insight Global is looking for a Deal Specialist to support a large banking client by managing loan closings and portfolio monitoring activities within a corporate/commercial lending environment. This individual will play a key role in ensuring accurate deal setup, compliance with credit agreements, and adherence to internal policies and regulatory standards.
The Deal
Specialist will coordinate loan closing processes, review and input deal data into Loan IQ, and collaborate closely with servicing teams and portfolio managers. This role requires robust attention to detail, excellent communication skills, and the ability to manage multiple priorities while delivering high-quality service to internal stakeholders.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status,
national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Skills and Requirements Previous financial institution experience
Background in corporate and commercial lending or loan servicing
Advanced understanding of credit agreements and the expertise to pinpoint details as to what to look for in credit agreements
Extremely strong communication skills
Ability to multi-task and prioritize
Understanding of business unit's risk and regulatory requirements
Excel, pivot tables, creating presentations, LoanIQ
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