About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

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 for peace of mind
• 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 Assignments & Intake Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a contact for clients, lenders, and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

Location: This is a hybrid position based in our Denver, CO, or Minneapolis, MN office.

Compensation: The hourly rate for this position is between $28.84 and $33.65 ($60k - $70k), depending on level of experience.

Primary Responsibilities    

• Review and process assignments in compliance with loan documents to ensure assignments are processed timely and accurately.
• Solicit, track, and process lender Administrative Details and Tax Forms.
• Review wire instructions in the Loan System and perform callbacks to parties to verbally confirm wire instructions.
• Complete all audit confirmations.
• Respond to inquiries regarding assignments and document intake.
• Provide support to internal and external users for SRS Acquiom platforms.
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. 
• Research and resolve issues related to administration and client service in connection with assigned tasks. 
• Use judgement, interpretation and problem-solving to understand loan related information.
• Professionally communicate and collaborate with internal groups and external clients by phone and email.
• Perform data entry in the loan system and Microsoft Excel. 
• Provide coverage and support to the team when needed. 
• Perform other related duties as assigned or requested. 

 Required Qualifications & Skills  

• Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required. 
• 1+ years of work experience in finance, loan agency, or bank operations.
• Understanding of syndicated and bilateral loans preferred. 
• Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts. 
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently. 
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks. 
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties. 
• Experience with Clearpar is a plus. 
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel.
• High level of proficiency with computers and learning new software.

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy, and thoroughness

Physical Requirements/Special Demands   

• Must be able to work on-site in Denver or Minneapolis in a hybrid schedule.
• Work demands may require more than 40 hours a week.
• Ability to work in a fast-paced environment and juggle multiple priorities.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned 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 their 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 the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

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 for peace of mind
• 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 Deal Team Operations Analyst I works in SRSA’s Loan Agency department and administers Loan Agency transactions, which may include setting up new loans, calculating payments, setting rates, answering inquiries, and performing other related tasks. Serve as a contact for clients, lenders, and both internal and external service partners. Manage daily administration of assigned tasks in a fast-paced setting, requiring exceptional customer service skills and a constant awareness of internal controls and risk management.

Location: This is a hybrid position based in our Denver, CO, or Minneapolis, MN office.

Compensation: The hourly rate for this position is between $28.84 and $33.65 ($60k - $70k), depending on experience level.

Primary Responsibilities    

• Set up new deals on the Loan System and create and maintain transaction documents that assist with the ongoing administration of the loan transactions.
• Generate and send notices to the borrower and lenders regarding upcoming payments, fundings, rate sets, and conversions, etc.
• Maintain the loans in the loan system and make necessary updates as needed.
• Terminate deals on the loan system when the loan matures.
• Respond to inquiries from internal and external parties regarding the loan.
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. 
• Research and resolve issues related to administration and client service in connection with assigned tasks. 
• Use judgement, interpretation and problem-solving to understand loan related information.
• Professionally communicate and collaborate with internal groups and external clients by phone and email. 
• Perform data entry in the loan system and Microsoft Excel. 
• Provide coverage and support to the team when needed. 
• Perform other related duties as assigned or requested. 

 Required Qualifications & Skills  

• Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required. 
• 1+ years of work experience in finance, loan agency or bank operations.
• Understanding of syndicated and bilateral loans preferred. 
• Ability to independently research, analyze and resolve complex problems and quickly learn new concepts. 
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently. 
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks. 
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties.  
• Experience with Microsoft 365 Business and extensive knowledge of Microsoft Excel. 
• High level of proficiency with computers and learning new software.

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multi-task
• High attention to detail, accuracy, and thoroughness

Physical Requirements/Special Demands   

• Must be able to work on-site in Denver or Minneapolis in a hybrid schedule.
• Work demands may require more than 40 hours a week.
• Ability to work in a fast-paced environment and juggle multiple priorities.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned 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 their 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 the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

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 for peace of mind
• 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    

SRS Acquiom is currently recruiting for a Client Services Liaison. This position requires an individual who can work independently and effectively as part of a team. This person will possess the experience and knowledge necessary to balance shareholder requests and questions via calls and emails, as well as manage ad hoc operational tasks in a fast-paced, highly professional, and client-facing environment.

The ideal candidate is able to communicate professionally and effectively with a broad range of clients, including major shareholders and VIPs, as well as individual shareholders who may not be familiar with the complexities of the post-closing process. 

This position requires fielding complex analytical questions across all our business lines and being able to effectively and professionally communicate and document findings in our internal database. This position requires an internally motivated and detail-oriented individual with a strong work ethic and a deep curiosity. The person in this role is required to have excellent oral and written communication, analysis, and documentation skills.

Location: Fully remote within the Continental United States

Pay Range: $27.40 - $28.85, depending on experience

Schedule: In order to manage phone coverage, you must be available to work the following shift 8:30am MST to 5:30pm MST

Primary Responsibilities    

• Extensive understanding of system of record systems (for example, NetSuite) and a deep understanding and/or innate curiosity around how differing records can and do interact and relate to each other.
• Manage and take full ownership over the professionalism, timeliness, and effectiveness of communications and problem resolutions with shareholders through incoming and outgoing phone calls, email, and other means of communication.
• Set appropriate expectations for shareholders and remain communicative with shareholders throughout their entire experience.
• Proactively provide exceptional "white glove" service to all Shareholders through the entire deal process.
• Identify situations where escalations are necessary and coordinate responses with the Sales, Compliance, Claims, and Operations teams as needed, with a solutions-focused approach.
• Prepare and deploy mass-distributed client correspondence.
• Maintain and proactively manage an internal case management system, with the expectation that they identify issue trends and bring them to their manager's attention in a timely manner.
• Suggest new and more efficient processes and assist in the design and implementation of improvements that will lead to a higher level of customer satisfaction.
• Comply with internal response times and SLA’s.
• Coordinate and take ownership of communication with and escalation to external third parties such as Paying Agents.
• Audit completed work of liaisons to ensure accuracy and compliance with company procedures.
• Comply with all applicable company policies and procedures to meet company standards, ensuring a consistent and quality experience for all clients.
• Other duties and projects as assigned.

 Required Qualifications & Skills  

• 2-3 years of Customer Service experience dealing with high net worth individuals preferred; experience in the financial industry required; Call center experience strongly preferred
• Bachelor’s Degree in Business or related field (Finance, Economics, Maths)
• Proven experience and ability to create deeply meaningful and reliable professional relationships with Clients that lead to repeat business
• Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal to Shareholders effectively and professionally in a timely manner
• Previous experience working within an SLA environment, and is adept at prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environment
• Working to advanced knowledge of Microsoft Office (Excel, Word) required
• NetSuite experience would be an added benefit, but not required

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy ,and thoroughness
• Must be able to send error-free communications

Physical Requirements/Special Demands   

•   In order to manage phone coverage, you must be available to work the following shift 8:30am MST to 5:30pm MST

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned 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 their 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 the provision of auxiliary aids should be directed to Human Resources.

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

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 for peace of mind
• 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 Management Associate Director works in SRSA’s Loan Agency department and manages client relationships and the daily administration of assigned Loan Agency accounts. Serves as the main point of contact with the borrower, lenders, professionals, and other internal and external service partners. Manages daily administration of assigned transactions, including the delivery of exceptional service to all parties and ensuring all internal controls are met.

Location: This is either a hybrid position based in our Denver or Minneapolis office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $90k and $100k, depending on experience level.

Primary Responsibilities    

• Maintain a working knowledge of all transactions and deal-related documents for the assigned portfolio of accounts. 
• Responsible for the administration of assigned accounts in accordance with the terms of the related documents. This includes all payments, notices, compliance deliverables and other duties assigned in the documents. 
• Research and resolve issues related to administration and client service in connection with assigned accounts. 
• Comprehend internal processes and procedures while maintaining internal controls.
• Provide excellent customer service to all clients and parties, both internal and external, to ensure all have an exceptional experience. 
• Use judgment, interpretation, and problem-solving to understand loan-related information.
• Professionally communicate and collaborate with internal groups and external clients by phone, email, and in person.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business. 
• Provide coverage and support to the team as a whole when needed.
• Perform other related duties as assigned or requested. 

Required Qualifications & Skills

• Bachelor’s degree required. Graduate-level degree, such as a J.D. or MBA, preferred.
• 6+ years’ experience in finance, capital markets, or a law firm.
• Prior experience reading, analyzing, and interpreting legal documents.
• Deadline-driven and highly organized with exceptional attention to detail.
• Proven problem-solving and analytical skills.
• Strong interpersonal skills, good judgment and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach.
• Proven ability to collaborate with management and team members to align goals and complete all tasks.
• Demonstrate integrity in day to day administration of duties and all interactions with internal and external parties. 
• High level of proficiency with computers and learning new software.

Desired Characteristics    

• Positive attitude
• Collaborative
• Operates with the highest integrity and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy, and thoroughness

Physical Requirements/Special Demands   

• Must be available to work standard business hours, and occasional nights/weekends. 
• Travel may be necessary, up to 15% of year, and may not be scheduled in advance.

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned 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 their 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 the provision of auxiliary aids should be directed to Human Resources.