SRS Acquiom
SRS Acquiom is a leading disruptor in the financial services technology space, redefining how M&A and loan agency deals get done. Since 2007, we’ve brought unmatched expertise, insight, and innovation to solve issues that slow complex financial transactions down. Today, we deliver a unified system of solutions — virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work independently and fit seamlessly together. Our combination of disruptive tech and expert team has made us a go-to solution for many of the largest and most successful companies in global M&A and loan agency markets. If you’re looking to join an entrepreneurial culture in an established company with a track record of growth, profitability, and innovation, we want to hear from you.
A few benefits our employees enjoy
Day‑one coverage: medical, dental, and vision plans so you’re protected from the start A 401(k) with a 4% company match to keep your future on track Discretionary time off — take the time you need, when you need it Employer‑paid life insurance, with the option to add extra coverage Employee Assistance Programs for confidential support when life gets complicated Discounted pet insurance (because furry family members count, too) A fitness credit to back your health and wellness goals Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary
The Loan Agency Relationship Associate I works in SRSA’s Loan Agency department and manages client relationships and the daily administration of assigned Loan Agency accounts. Serves as a contact for borrowers, lenders, professionals, and other internal and external service partners. Manages daily administration of assigned accounts in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management. This position is hybrid and located in Denver, CO. The salary range for this position is between $63k - $75k, depending on level of experience. Primary Responsibilities
Maintain a working knowledge of all transactions in the assigned loan portfolio. Assist Loan Agency Relationship Managers with deal closings and terminations. Coordinate KYC solicitation for new transactions. Perform ongoing deal administration for the assigned portfolio, including payments processing, tickler management, collateral reviews, invoicing, inquiries, reporting, and related tasks. Independently handle more complex transactions, tasks, and reporting responsibilities. Provide excellent customer service to all clients and parties, with professional communication and collaboration by phone and email. Use judgment and problem-solving to understand loan documentation and resolve issues. Assist with training and mentoring other team members; may be appointed to a team lead role. Understand internal processes and maintain controls; work with management to enhance the control environment. Provide coverage and support to the team as needed. Perform other related duties as assigned or requested. Required Qualifications & Skills
A bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) is required. 4+ years of experience in finance, loan agency, or bank operations. A comprehensive understanding of syndicated and bilateral loans is required. Experience reading, analyzing, and interpreting legal documents. Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts with limited oversight. Deadline-driven and highly organized with exceptional attention to detail. Strong drive to achieve results and the ability to self-motivate with multiple priorities. Strong interpersonal skills and professional, proactive communication with internal and external parties. Proven ability to collaborate with management and team members to align goals and complete tasks. High level of proficiency with computers and learning new software. Desired Characteristics
Operates with the highest integrity and attention to detail Self-motivated Ability to prioritize and multitask High attention to detail, accuracy, and thoroughness This job description is not a comprehensive listing of activities, duties, or responsibilities. Duties may change or be added at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or auxiliary aids should be directed to Human Resources. For government reporting purposes, we ask candidates to respond to the voluntary self‑identification survey. Completion is optional and will not affect hiring decisions. Equal Employment Opportunity policy: we do not discriminate on the basis of protected status under applicable law. Voluntary Self-Identification of Disability
Form CC-305 — Page 1 of 1. OMB Control Number 1250-0005; Expires 04/30/2026. Why are you being asked to complete this form? We are a federal contractor or subcontractor and must measure progress toward disability representation. Completion is voluntary and confidential. Disability status information is used for compliance purposes and will not be used in hiring decisions. PUBLIC BURDEN STATEMENT: This survey should take about 5 minutes to complete.
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Day‑one coverage: medical, dental, and vision plans so you’re protected from the start A 401(k) with a 4% company match to keep your future on track Discretionary time off — take the time you need, when you need it Employer‑paid life insurance, with the option to add extra coverage Employee Assistance Programs for confidential support when life gets complicated Discounted pet insurance (because furry family members count, too) A fitness credit to back your health and wellness goals Pre‑tax plans for dependent care, transportation, and flexible spending Position Summary
The Loan Agency Relationship Associate I works in SRSA’s Loan Agency department and manages client relationships and the daily administration of assigned Loan Agency accounts. Serves as a contact for borrowers, lenders, professionals, and other internal and external service partners. Manages daily administration of assigned accounts in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management. This position is hybrid and located in Denver, CO. The salary range for this position is between $63k - $75k, depending on level of experience. Primary Responsibilities
Maintain a working knowledge of all transactions in the assigned loan portfolio. Assist Loan Agency Relationship Managers with deal closings and terminations. Coordinate KYC solicitation for new transactions. Perform ongoing deal administration for the assigned portfolio, including payments processing, tickler management, collateral reviews, invoicing, inquiries, reporting, and related tasks. Independently handle more complex transactions, tasks, and reporting responsibilities. Provide excellent customer service to all clients and parties, with professional communication and collaboration by phone and email. Use judgment and problem-solving to understand loan documentation and resolve issues. Assist with training and mentoring other team members; may be appointed to a team lead role. Understand internal processes and maintain controls; work with management to enhance the control environment. Provide coverage and support to the team as needed. Perform other related duties as assigned or requested. Required Qualifications & Skills
A bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) is required. 4+ years of experience in finance, loan agency, or bank operations. A comprehensive understanding of syndicated and bilateral loans is required. Experience reading, analyzing, and interpreting legal documents. Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts with limited oversight. Deadline-driven and highly organized with exceptional attention to detail. Strong drive to achieve results and the ability to self-motivate with multiple priorities. Strong interpersonal skills and professional, proactive communication with internal and external parties. Proven ability to collaborate with management and team members to align goals and complete tasks. High level of proficiency with computers and learning new software. Desired Characteristics
Operates with the highest integrity and attention to detail Self-motivated Ability to prioritize and multitask High attention to detail, accuracy, and thoroughness This job description is not a comprehensive listing of activities, duties, or responsibilities. Duties may change or be added at any time with or without advanced notice. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or auxiliary aids should be directed to Human Resources. For government reporting purposes, we ask candidates to respond to the voluntary self‑identification survey. Completion is optional and will not affect hiring decisions. Equal Employment Opportunity policy: we do not discriminate on the basis of protected status under applicable law. Voluntary Self-Identification of Disability
Form CC-305 — Page 1 of 1. OMB Control Number 1250-0005; Expires 04/30/2026. Why are you being asked to complete this form? We are a federal contractor or subcontractor and must measure progress toward disability representation. Completion is voluntary and confidential. Disability status information is used for compliance purposes and will not be used in hiring decisions. PUBLIC BURDEN STATEMENT: This survey should take about 5 minutes to complete.
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