Overview
This role is responsible for managing payment workflows and shareholder documentation for complex M&A and loan agency transactions. Work includes both processing and decision-making support in a fast-paced, data-heavy environment.
Responsibilities
- Process Letters of Transmittal and other legal documentation submitted via mail and email; complete required data entry within the applicable SLA and maintain the integrity of the system of record
- Interact with security holders via phone and email regarding deficiencies following review of account packets
- Create payment files to meet daily payment deadlines
- Process returned payments and stop check requests
- Own individual transactions and serve as a go-to contact for questions from security holders and coworkers
- Track document retention requirements and implement procedures for proper disposal to remain compliant with FINRA standards
- Identify and implement process improvements to enhance customer experience, exceed SLAs, and improve efficiency
- Maintain and support a flexible schedule based on deal pace and client needs, which may include evening or weekend hours
Requirements
- 1–4 years of experience in operations, financial services, or other documentation-heavy roles
- Comfort working with large volumes of data and handling sensitive information
- High attention to detail
- Ability to work collaboratively and build relationships across the organization
- Strong written communication skills, including for stakeholder correspondence and internal handoffs
- Self-motivation and ability to manage time effectively
- Microsoft Excel proficiency
- Familiarity with tools like NetSuite, Adobe, and document workflows (preferred)
Preferred Qualifications / Desired Characteristics
- Positive, collaborative attitude
- Operates with highest integrity and attention to detail
- Ability to prioritize and multi-task
- Accuracy, thoroughness, and consistency
Compensation & Benefits
- Salary range: $60k to $70k, depending on experience level
- Day-one coverage: medical, dental, and vision plans
- 401(k) with a 4% company match
- Discretionary time off
- Employer-paid life insurance, with option to add extra coverage
- Employee Assistance Programs
- Discounted pet insurance
- Fitness credit
- Pre-tax plans for dependent care, transportation, and flexible spending
Location
This position is either:
- Hybrid out of our Denver, CO office, or
- Fully remote from within the Continental United States.
Hybrid vs. Fully Remote Expectations
- If the selected candidate lives within a 20-mile radius of downtown Denver, they will be classified as a hybrid employee. Beginning September 8, 2026, working one day per week in office is expected. Beginning February 1, 2027, two days per week in the office will be expected.
- If the selected candidate lives outside a 20-mile radius of the Denver office, they will be classified as fully remote. In-person onsite visits to the Denver headquarters will be required on average three times per year.
Additional Information
- Must be available to work standard business hours, and occasionally evenings/weekends if needed.
- The employer is 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.