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Global Banking & Markets- Dallas- Associate, POT Portfolio Lifecycle Management- 9005199

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 4 days ago

No clicks

**Global Banking & Markets Associate, POT Portfolio Lifecycle Management in Dallas** - **Responsibilities:** Risk minimize, loan processing, client communication, process improvement, regulatory reporting. - **Skills needed:** Risk & control framework application, loan agreement interpretation, experience with 1000+ contracts, loan type knowledge (Revolver, Swinglines, term loans). - **Experience required:** 2+ years in related role. - **Location:** Dallas, Texas

Compensation
Not specified

Currency: Not specified

City
Dallas
Country
United States

Full Job Description

Global Banking & Markets- Dallas- Associate, POT Portfolio Lifecycle Management- 9005199Dallas, Texas, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Dallas
DIVISIONGlobal Banking & Markets

Job Duties: Associate, POT Portfolio Lifecycle Management with Goldman Sachs Services LLC in Dallas, Texas. Minimize risk by adhering to policy and procedural requirements, acting as a checker for activities processed by team members. Apply judgment when assessing risks, interpreting data, summarizing conclusions, and presenting findings to management. Manage day-to-day loan transactional processing including Borrower advances, invoicing, payment collection and distribution and reconciliations. Engage directly with external customers to communicate and clarify information on risks, positions, outstanding balances, and claims. Support enhancements to workflows, processes, procedures and system functionalities, increasing team efficiency and loan servicing effectiveness. Assist as a data provider for weekly, monthly, and quarterly regulatory reporting requirements including FR Y-14Q and Shared National Credit (SNC) reports.

Job Requirements: Bachelors degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration or a related field and two (2) years of experience in job offered or a related role. Prior experience must include two (2) years with the following: applying risk & control framework to ensure loans are serviced in line with terms on the credit agreement/finance orders and company policies; identifying non-standard/exceptions from the draft credit agreement/finance order prior to execution; servicing clients with more than 1000 contracts and performing secondary checks on loan activities; reading and extracting information on credit agreements/Finance orders pursuant to the Loan Syndication and Trading Association (American market) as well as Loan Market Association (European market) convention agreements; ensure proper deal set up for accurate loan accruals using various loan types, including Revolver, Swinglines and term loans; and resolving loan-related discrepancies independently and interpreting against policies, guidelines, or processes.

The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More
Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Global Banking & Markets- Dallas- Associate, POT Portfolio Lifecycle Management- 9005199

Compensation

Not specified

City: Dallas

Country: United States

Goldman Sachs logo
Bulge Bracket Investment Banks

4 days ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

**Global Banking & Markets Associate, POT Portfolio Lifecycle Management in Dallas** - **Responsibilities:** Risk minimize, loan processing, client communication, process improvement, regulatory reporting. - **Skills needed:** Risk & control framework application, loan agreement interpretation, experience with 1000+ contracts, loan type knowledge (Revolver, Swinglines, term loans). - **Experience required:** 2+ years in related role. - **Location:** Dallas, Texas

Full Job Description

Global Banking & Markets- Dallas- Associate, POT Portfolio Lifecycle Management- 9005199Dallas, Texas, United States
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Dallas
DIVISIONGlobal Banking & Markets

Job Duties: Associate, POT Portfolio Lifecycle Management with Goldman Sachs Services LLC in Dallas, Texas. Minimize risk by adhering to policy and procedural requirements, acting as a checker for activities processed by team members. Apply judgment when assessing risks, interpreting data, summarizing conclusions, and presenting findings to management. Manage day-to-day loan transactional processing including Borrower advances, invoicing, payment collection and distribution and reconciliations. Engage directly with external customers to communicate and clarify information on risks, positions, outstanding balances, and claims. Support enhancements to workflows, processes, procedures and system functionalities, increasing team efficiency and loan servicing effectiveness. Assist as a data provider for weekly, monthly, and quarterly regulatory reporting requirements including FR Y-14Q and Shared National Credit (SNC) reports.

Job Requirements: Bachelors degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration or a related field and two (2) years of experience in job offered or a related role. Prior experience must include two (2) years with the following: applying risk & control framework to ensure loans are serviced in line with terms on the credit agreement/finance orders and company policies; identifying non-standard/exceptions from the draft credit agreement/finance order prior to execution; servicing clients with more than 1000 contracts and performing secondary checks on loan activities; reading and extracting information on credit agreements/Finance orders pursuant to the Loan Syndication and Trading Association (American market) as well as Loan Market Association (European market) convention agreements; ensure proper deal set up for accurate loan accruals using various loan types, including Revolver, Swinglines and term loans; and resolving loan-related discrepancies independently and interpreting against policies, guidelines, or processes.

The Goldman Sachs Group, Inc., 2026. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.