Job Description

Help safeguard the firm’s credit portfolio by ensuring loan programs are set up and monitored with precision and strong controls. In this role, you will translate executed credit agreements into clear monitoring requirements, complete covenant calculations, and surface exceptions early. You will build valuable expertise across credit documentation, financial covenants, and risk partnership while strengthening skills that support long-term mobility in credit and risk-related careers. We value ownership, attention to detail, and strong collaboration in a fast-paced environment. Join us to do work that matters and grow your impact.

As a Credit Administration Analyst within the Professional Loan Program Monitoring team, you will set up and monitor private equity loan programs by translating executed credit agreements into accurate covenant requirements and testing schedules. You will perform covenant calculations, track ongoing compliance, and escalate exceptions to help prevent potential credit losses. You will partner with colleagues in credit risk and other stakeholders to confirm approvals align to executed documents and resolve discrepancies. You will join a team that values precision, accountability, and timely execution in a high-volume environment. Together, we protect the firm and enable responsible lending.

Job responsibilities

• Review credit requests and evaluate approval details, loan documentation, and covenant requirements for new transactions.
• Interpret credit agreement terms following financial analysis and credit approval, partnering with Credit Risk as needed.
• Validate that approved covenant terms and templates align to executed loan documents.
• Identify and escalate documentation or covenant discrepancies for resolution.
• Set up covenant requirements in the covenant monitoring system, including testing items and required testing frequency.
• Perform covenant calculations and complete required testing on the defined schedule.
• Produce exception reports and track outstanding items that may indicate potential non-compliance or default.
• Prioritize setup and monitoring work to meet turnaround expectations in a high-volume environment.
• Support assigned projects and special requests and deliver additional related duties as needed.

Required qualifications, capabilities, and skills

• One or more years of experience in banking, lending, or database operations.
• Have experience reviewing and interpreting financial statements (e.g., income statement, balance sheet, cash flow).
• Have experience reviewing loan legal documentation (e.g., credit agreements and related exhibits).
• Demonstrate proficiency with Microsoft Office (Excel, Word, Outlook, Access, SharePoint).
• Demonstrate strong organizational skills and the ability to manage multiple priorities and deadlines.
• Demonstrate strong attention to detail and accuracy in data entry and documentation.
• Communicate effectively in writing and verbally with partners across multiple levels of the organization.
• Collaborate effectively within a team environment and work independently with minimal supervision.

Preferred qualifications, capabilities, and skills

• Hold a bachelor’s degree in business, finance, or a related field, or bring equivalent credit experience.
• Have experience interpreting and monitoring financial covenants and related compliance requirements.
• Have experience identifying and escalating potential events of default or documentation exceptions.
• Demonstrate understanding of the credit operations lifecycle from approval through ongoing monitoring.
• Apply strong analytical skills to validate data, reconcile discrepancies, and support accurate covenant setup and testing.
• Use structured problem-solving to resolve issues efficiently and document outcomes clearly.
• Identify process improvement opportunities and partner with the team to implement practical enhancements.