About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This entry-level Analyst, Loan Administration role supports day-to-day loan lifecycle processing, reconciliation, and operational controls. You will execute routine loan events, validate activity, work with senior team members to resolve breaks, and interact with external agents and custodians on operational matters — all while following documented SOPs and control standards.

• Execute routine loan lifecycle events such as fundings, paydowns, interest accruals/payments, and fee processing
• Perform daily checks and reviews to confirm loan activity is accurately recorded and complete
• Research and help resolve breaks, discrepancies, or inquiries in partnership with senior staff
• Review and process supporting documentation, agent notices, and trustee/custodian communications
• Communicate professionally with external agents and counterparties on routine operational items
• Escalate process gaps, exceptions, or unclear items to management and suggest improvements

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Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field — or equivalent combination of education and relevant internship experience
• 1–3 years of experience in loan administration, investment operations, banking operations, or related financial services roles
• Strong interest in financial markets, lending products, and investment operations
• Basic proficiency with Microsoft Excel, Word, and Outlook
• Ability to learn new systems, processes, and financial concepts quickly
• High attention to detail and commitment to accurate work

Preferred:

• Internship, coursework, or hands-on exposure in finance, accounting, banking, investments, or operations
• Exposure to Wall Street Office (WSO) or other financial operations platforms
• Familiarity with syndicated loan products, private credit, or alternative investments
• Experience in a professional, team-based office environment

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Skills & Competencies

• Strong attention to detail and organizational skills
• Ability to follow established procedures and control standards
• Effective written and verbal communication
• Basic analytical and problem-solving abilities
• Capacity to manage multiple priorities in a deadline-driven environment
• Willingness to learn, ask questions, and seek feedback
• Demonstrates execution focus, builds working relationships, and contributes to an inclusive team culture

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Compensation & Benefits

• Base salary range: $75,000 – $90,000 (annual). Final pay depends on experience, qualifications, and location.
• This role is eligible for a discretionary annual bonus.
• Benefits may include medical, dental, vision, employer-paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, parental leave, and other voluntary benefits.

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Location, Work Authorization & Schedule

• Location: Chicago, IL (must be willing to work from the Chicago office as required)
• Employment type: Full time (Contract/Contractor option may apply per posting)
• Must have unrestricted authorization to work in the United States
• Must be willing to comply with pre-employment screening (background, references, drug testing where applicable)

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Why Apply via Careertakes

As a third-party recruiting partner, Careertakes can connect you to this opportunity with our confidential client and offer access to additional matched roles across Accounting & Finance. We follow best practices used by third-party recruiters to protect candidate privacy and to ensure clear hiring communication.

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The Fine Print

• Final hiring decisions are made by our client. Careertakes facilitates the process as a recruiting partner.
• Employment is conditional on successful background checks and any other pre-employment screenings required by the client.
• This posting follows all applicable U.S. hiring laws for the job location listed.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.