Account Manager, Financial Services
CollectorsSalary not specified
Associate, Commercial Loan Servicing Operations (Agency Syndications) at Capital One
Plano, Texas, United States
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries
Requirements
- Within 50 miles driving distance from Capital One hub locations in Plano, TX or Richmond, VA
- Experienced in supporting Commercial Loan Servicing Operations, particularly agent syndicated loans within Corporate Banking
- Solid product knowledge of agent syndicated loans
- Strong analytical skills for loan accruals, manual calculations, reconciliation, and remediation
- Strong communication skills
- Ability to work collaboratively with stakeholders on change management
- Secure home office environment free from background noise and distractions
- Reliable private internet connection (not cellular data or hotspot), provided by Cable or fiber ISP
- Private, password-protected network with ownership or line of sight to every device
- ISP download speeds on VPN of at least 5Mbps (10+ Mbps preferred), verifiable via Google Speed Test
- Both hardwired and WiFi connections acceptable if speed and security requirements are met
Responsibilities
- Manage an agent syndicated portfolio of active credit facilities as the Loan Operations Servicer for Commercial Corporate Banking
- Process loan requests (disbursements, pay downs, payments, etc.), interest and exchange rate fixing, interest and fee calculations, billing, and liquidations
- Manage high volumes of transaction processing and email correspondence with precision, accuracy, and compliance to SLA’s
- Maintain effective oversight across multiple workflow tools including Gmail, Slack, Salesforce, and Customer Hotline
- Maintain relationships with lines of business, participant banks/co-lenders, and partner teams, including escalation, resolution, and risk management
- Partner with business units and internal teams to align needs and provide operational support
- Perform and drive team account management, exception reporting, cash breaks analysis, and reconciliations within SLA’s
- Accurately interpret credit agreements, promissory notes, etc., to determine operational feasibility and maintain data integrity in ACBS
- Engage and contribute in virtual and in-person forums with business partners, peers, senior leadership, and direct team
- Communicate directly with customers and participants to resolve and expedite loan-related inquiries, discrepancies, and special requests via email and telephone
- Contribute to organizational initiatives, drive team goals, and foster a culture of continuous improvement, engagement, and inclusivity
Skills
Syndicated Loans
Loan Servicing
Salesforce
Slack
Gmail
Loan Accruals
Interest Calculations
Reconciliations
SLA Management
Cash Breaks Analysis
Exception Reporting
Transaction Processing
Capital One
Offers diverse financial products and services
About Capital One
Capital One provides a variety of financial services aimed at making banking accessible and easy for everyone. The company offers products such as credit cards, savings accounts, car loans, and business checking accounts, catering to both individual consumers and small businesses primarily in the United States. Capital One's approach includes user-friendly banking solutions with no fees or minimums for checking accounts, allowing customers to manage their finances more effectively. They generate revenue through interest on loans, credit card fees, and investment banking services. What sets Capital One apart from its competitors is its strong commitment to financial inclusion and literacy, demonstrated through community partnerships and educational initiatives, such as collaborations with Khan Academy. The company's goal is to create a more inclusive financial system and empower customers with the knowledge and tools they need to make informed financial decisions.
McLean, VirginiaHeadquarters
2014Year Founded
$15.9MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees
Benefits
Medical, Dental, & Vision coverage
Onsite Health Centers
Prescription saving with network of local pharmacies
Stock Purchase Plan
Education Assistance
401(k)
Flexible Spending Accounts
Life and Disability insurance
Generous paid time off + corporate & floating holidays
Registered dieticians on site, cooking classes and free virtual fitness classes
Employee Assistance Program
Risks
Increased competition in subscription management tools may dilute Capital One's advantage.
Over-reliance on partnerships could expose Capital One to technological risks.
Departure of key personnel like Joe Rodriguez may affect risk management continuity.
Differentiation
Capital One offers user-friendly banking with no fees or minimums for checking accounts.
The company partners with Khan Academy to provide financial literacy education.
Capital One is the first major U.S. bank to offer subscription management tools.
Upsides
Capital One's mobile app is a model for secure, user-friendly digital banking.
Data sharing with Worldpay enhances payment security and fraud prevention.
Partnerships with fintechs like Minna Technologies improve customer experience.
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