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Loan Operations Analyst - Careers at Robert Half

Robert Half

Loan Operations Analyst - Careers at Robert Half

full-timePosted: Feb 4, 2026

Job Description

Loan Operations Analyst - Join Robert Half in Chicago, IL

Are you a detail-oriented finance professional with expertise in loan operations and reconciliation? Robert Half is excited to present an exceptional opportunity for a Loan Operations Analyst in the heart of Chicago, Illinois, United States. This hybrid role offers a competitive salary range of $90,000 - $100,000 annually, plus comprehensive benefits that prioritize your well-being and work-life balance. If you thrive in dynamic environments involving middle market direct lending, trade processing, and cross-functional collaboration, this position is your next career step. To apply, send your resume to john.sadofsky@roberthalf.c0m.

About the Role

In this pivotal Loan Operations Analyst position at a forward-thinking firm through Robert Half, you'll be at the core of maintaining seamless reconciliation and control functions within the Operations group. Chicago's vibrant financial district provides the perfect backdrop for this hybrid role, blending in-office collaboration with flexible remote work. You'll support middle and back office systems, ensuring accuracy in cash, positions, and trading accounts. This isn't just a job—it's a chance to cultivate operational excellence in a company that values a healthy work environment over high-pressure 'people person' dynamics. With a focus on work-life balance, you'll contribute to fund financing, trade entries, and process improvements while bridging key teams.

Key Responsibilities

As a Loan Operations Analyst, your days will be filled with high-impact tasks essential to loan operations success:

  • Maintain reconciliation and control functions, working daily with offshore teams and stakeholders to clear breaks across all accounts.
  • Process trade-related activities like fees, transfers, assignments, and fund financing (leverage facilities, subscription lines) in Advent Geneva.
  • Enter trades accurately into Wall Street Office (WSO) and trade capture systems.
  • Set up Agency deals in WSO Agent and manage interfaces with IHS Market services.
  • Update reference data in security master applications, reviewing documentation for middle market direct lending securities.
  • Roll loans and set correct rates for accrual periods, ensuring system accuracy.
  • Act as the vital bridge between upstream Loan Operations and downstream Finance/Accounting.
  • Coordinate with external providers such as servicers, agents, auditors, custodians, and TPAs.
  • Partner with IT for system efficiency and spearhead automation, process improvements, and ad hoc projects.

These responsibilities demand precision and proactivity, making you indispensable to operational workflows.

Required Qualifications

To excel as our Loan Operations Analyst, bring these qualifications to the table:

  • Bachelor's degree in Finance, Accounting, or a related field.
  • 3-5+ years in loan operations, reconciliation, or back/middle office roles.
  • Hands-on proficiency with Advent Geneva, Wall Street Office (WSO), and security master tools.
  • Deep knowledge of loan servicing, trade capture, fund financing, and direct lending strategies.
  • Strong analytical skills for break clearance, data review, and process optimization.
  • Excellent communication for stakeholder and offshore team interactions.
  • Experience with IHS Market, external servicers, and automation initiatives.
  • Proven ability to handle ad hoc projects, data mapping, and control enhancements.

SEO keywords like 'loan operations jobs Chicago,' 'Advent Geneva specialist,' and 'WSO trade processing' highlight why top talent chooses this role.

Why Join Us?

Robert Half partners with companies that truly care. Enjoy a $90,000-$100,000 salary, medical, vision, dental, life, and disability insurance, plus a hybrid setup in Chicago, IL. Our client emphasizes work-life balance and a supportive culture—no need to be an extrovert to thrive. This is your opportunity to advance in finance operations, leveraging skills in reconciliation, Advent Geneva, and loan systems. With Chicago's booming finance scene, positions like this Loan Operations Analyst role fill fast. Apply today and elevate your career with Robert Half—where professional growth meets personal well-being. (Word count: 812)

Locations

  • Chicago, Illinois, United States

Salary

90,000 - 100,000 USD / yearly

Estimated Salary Rangehigh confidence

90,000 - 100,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Reconciliation and Control Functionsintermediate
  • Advent Genevaintermediate
  • Wall Street Office (WSO)intermediate
  • Loan Operationsintermediate
  • Trade Processingintermediate
  • Reference Data Managementintermediate
  • Process Improvementintermediate
  • Stakeholder Coordinationintermediate
  • Fund Financingintermediate
  • Automation Opportunitiesintermediate

Required Qualifications

  • Bachelor's degree in Finance, Accounting, Business, or related field (experience)
  • 3-5 years of experience in loan operations, reconciliation, or middle/back office roles (experience)
  • Proficiency in Advent Geneva and Wall Street Office (WSO) (experience)
  • Strong understanding of loan servicing, trade capture, and fund financing (experience)
  • Excellent communication skills for working with offshore teams and stakeholders (experience)
  • Analytical mindset with attention to detail (experience)
  • Experience with IHS Market services and security master applications (experience)
  • Ability to identify process improvements and support ad hoc projects (experience)
  • Knowledge of middle market direct lending strategies (experience)
  • Familiarity with external service providers like servicers and custodians (experience)

Responsibilities

  • Maintain the Reconciliation and Control functions within the Operations group
  • Work with offshore reconciliations team and internal/external stakeholders daily to clear breaks and ensure all cash, position, and trading accounts are reconciled
  • Process trade-related activity including fees, transfers, assignments, and fund financing 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 loan operation interfaces with IHS Market services
  • Update and maintain reference data within the security master application for all securities/contracts applicable to middle market direct lending strategy
  • Review transaction documentation to ensure completeness and accuracy within 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 with outside service providers including servicers, agents, auditors, custodians, and third-party administrators
  • Work with IT and internal teams to ensure operational efficiency and accuracy across middle and back office systems
  • Identify automation opportunities, process improvement/control initiatives, ad hoc project support, and data mapping documentation

Benefits

  • general: Competitive salary range of $90,000 - $100,000
  • general: Comprehensive medical insurance
  • general: Vision insurance
  • general: Dental insurance
  • general: Life insurance
  • general: Disability insurance
  • general: Hybrid work arrangement
  • general: Emphasis on work-life balance
  • general: Healthy work environment prioritizing employee well-being

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Robert Half CareersJobs in Chicago ILLoan Operations AnalystFinance Jobs ChicagoAdvent Geneva JobsWall Street Office WSOHybrid Finance RolesMiddle Market LendingFinanceAccountingAdmin

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Robert Half logo

Loan Operations Analyst - Careers at Robert Half

Robert Half

Loan Operations Analyst - Careers at Robert Half

full-timePosted: Feb 4, 2026

Job Description

Loan Operations Analyst - Join Robert Half in Chicago, IL

Are you a detail-oriented finance professional with expertise in loan operations and reconciliation? Robert Half is excited to present an exceptional opportunity for a Loan Operations Analyst in the heart of Chicago, Illinois, United States. This hybrid role offers a competitive salary range of $90,000 - $100,000 annually, plus comprehensive benefits that prioritize your well-being and work-life balance. If you thrive in dynamic environments involving middle market direct lending, trade processing, and cross-functional collaboration, this position is your next career step. To apply, send your resume to john.sadofsky@roberthalf.c0m.

About the Role

In this pivotal Loan Operations Analyst position at a forward-thinking firm through Robert Half, you'll be at the core of maintaining seamless reconciliation and control functions within the Operations group. Chicago's vibrant financial district provides the perfect backdrop for this hybrid role, blending in-office collaboration with flexible remote work. You'll support middle and back office systems, ensuring accuracy in cash, positions, and trading accounts. This isn't just a job—it's a chance to cultivate operational excellence in a company that values a healthy work environment over high-pressure 'people person' dynamics. With a focus on work-life balance, you'll contribute to fund financing, trade entries, and process improvements while bridging key teams.

Key Responsibilities

As a Loan Operations Analyst, your days will be filled with high-impact tasks essential to loan operations success:

  • Maintain reconciliation and control functions, working daily with offshore teams and stakeholders to clear breaks across all accounts.
  • Process trade-related activities like fees, transfers, assignments, and fund financing (leverage facilities, subscription lines) in Advent Geneva.
  • Enter trades accurately into Wall Street Office (WSO) and trade capture systems.
  • Set up Agency deals in WSO Agent and manage interfaces with IHS Market services.
  • Update reference data in security master applications, reviewing documentation for middle market direct lending securities.
  • Roll loans and set correct rates for accrual periods, ensuring system accuracy.
  • Act as the vital bridge between upstream Loan Operations and downstream Finance/Accounting.
  • Coordinate with external providers such as servicers, agents, auditors, custodians, and TPAs.
  • Partner with IT for system efficiency and spearhead automation, process improvements, and ad hoc projects.

These responsibilities demand precision and proactivity, making you indispensable to operational workflows.

Required Qualifications

To excel as our Loan Operations Analyst, bring these qualifications to the table:

  • Bachelor's degree in Finance, Accounting, or a related field.
  • 3-5+ years in loan operations, reconciliation, or back/middle office roles.
  • Hands-on proficiency with Advent Geneva, Wall Street Office (WSO), and security master tools.
  • Deep knowledge of loan servicing, trade capture, fund financing, and direct lending strategies.
  • Strong analytical skills for break clearance, data review, and process optimization.
  • Excellent communication for stakeholder and offshore team interactions.
  • Experience with IHS Market, external servicers, and automation initiatives.
  • Proven ability to handle ad hoc projects, data mapping, and control enhancements.

SEO keywords like 'loan operations jobs Chicago,' 'Advent Geneva specialist,' and 'WSO trade processing' highlight why top talent chooses this role.

Why Join Us?

Robert Half partners with companies that truly care. Enjoy a $90,000-$100,000 salary, medical, vision, dental, life, and disability insurance, plus a hybrid setup in Chicago, IL. Our client emphasizes work-life balance and a supportive culture—no need to be an extrovert to thrive. This is your opportunity to advance in finance operations, leveraging skills in reconciliation, Advent Geneva, and loan systems. With Chicago's booming finance scene, positions like this Loan Operations Analyst role fill fast. Apply today and elevate your career with Robert Half—where professional growth meets personal well-being. (Word count: 812)

Locations

  • Chicago, Illinois, United States

Salary

90,000 - 100,000 USD / yearly

Estimated Salary Rangehigh confidence

90,000 - 100,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Reconciliation and Control Functionsintermediate
  • Advent Genevaintermediate
  • Wall Street Office (WSO)intermediate
  • Loan Operationsintermediate
  • Trade Processingintermediate
  • Reference Data Managementintermediate
  • Process Improvementintermediate
  • Stakeholder Coordinationintermediate
  • Fund Financingintermediate
  • Automation Opportunitiesintermediate

Required Qualifications

  • Bachelor's degree in Finance, Accounting, Business, or related field (experience)
  • 3-5 years of experience in loan operations, reconciliation, or middle/back office roles (experience)
  • Proficiency in Advent Geneva and Wall Street Office (WSO) (experience)
  • Strong understanding of loan servicing, trade capture, and fund financing (experience)
  • Excellent communication skills for working with offshore teams and stakeholders (experience)
  • Analytical mindset with attention to detail (experience)
  • Experience with IHS Market services and security master applications (experience)
  • Ability to identify process improvements and support ad hoc projects (experience)
  • Knowledge of middle market direct lending strategies (experience)
  • Familiarity with external service providers like servicers and custodians (experience)

Responsibilities

  • Maintain the Reconciliation and Control functions within the Operations group
  • Work with offshore reconciliations team and internal/external stakeholders daily to clear breaks and ensure all cash, position, and trading accounts are reconciled
  • Process trade-related activity including fees, transfers, assignments, and fund financing 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 loan operation interfaces with IHS Market services
  • Update and maintain reference data within the security master application for all securities/contracts applicable to middle market direct lending strategy
  • Review transaction documentation to ensure completeness and accuracy within 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 with outside service providers including servicers, agents, auditors, custodians, and third-party administrators
  • Work with IT and internal teams to ensure operational efficiency and accuracy across middle and back office systems
  • Identify automation opportunities, process improvement/control initiatives, ad hoc project support, and data mapping documentation

Benefits

  • general: Competitive salary range of $90,000 - $100,000
  • general: Comprehensive medical insurance
  • general: Vision insurance
  • general: Dental insurance
  • general: Life insurance
  • general: Disability insurance
  • general: Hybrid work arrangement
  • general: Emphasis on work-life balance
  • general: Healthy work environment prioritizing employee well-being

Target Your Resume for "Loan Operations Analyst - Careers at Robert Half" , Robert Half

Get personalized recommendations to optimize your resume specifically for Loan Operations Analyst - Careers at Robert Half. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Loan Operations Analyst - Careers at Robert Half" , Robert Half

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Robert Half CareersJobs in Chicago ILLoan Operations AnalystFinance Jobs ChicagoAdvent Geneva JobsWall Street Office WSOHybrid Finance RolesMiddle Market LendingFinanceAccountingAdmin

Answer 10 quick questions to check your fit for Loan Operations Analyst - Careers at Robert Half @ Robert Half.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.