SRS Acquiom

• Manage Client relationships and act as a single point of contact with Clients for the Shareholder Representative Services’ product post-closing. • Oversee and monitor an ongoing portfolio of post-closing distribution releases which include the process and delivery of cash and/or shares to target holders. • Perform in-depth review of various transactional agreements and legal contracts to determine the relevant legal information and complete thorough analysis to fully understand the post-closing contractual obligations. • Identify opportunities for cross-selling additional SRS Acquiom services. • Balance a large volume of email communication and pipeline. • Coordinate closely with internal teams to create accurate distribution waterfalls and ensure funds are released in a timely manner to the right parties. • Review and/or draft transactional instructions and/or any legal compliance documentation required to move funds. • Complete due diligence on post-closing M&A activities. • Communicate effectively and in a timely manner with external parties (C-Suite Executives, former CEOs, CFOs, Venture Capitalists, Major Shareholders, and M&A attorneys) to enforce and/or execute release of escrow funds or holdbacks pursuant to transactional agreements, as well as to provide status updates regarding the release of funds. • Serve as the primary internal and external contact point for release inquiries and contract interpretation requests. • Facilitate timely problem resolution to mitigate risk and prioritize action. • Accountable for the quality, accuracy, and timeliness of results. • Ensure quality service is consistently delivered to Clients. • Display and provide expertise in Compliance release matters. • Build and maintain strong client and inter-departmental relationships. • Help execute special projects as needed. • Deliver training as requested by Management. • Identify trends that could impact the release process. • Utilize critical thinking and strategies to provide viable solutions when issues arise. • Identify and provide in-depth follow-through to ensure any issues are resolved.

• Take ownership of two products and product delivery teams • Collaborate with teammates to ensure complete, succinct, and testable acceptance criteria. • Partner with the Product Owner/Manager to ensure alignment between Product and Engineering. • Accountable for hiring Engineers on the product delivery teams • Contribute effectively to the code base across the full stack and lead by example • Coach others to ensure high-quality and efficient delivery of business value. Align the Engineer’s career goals with the company's goals. • Evaluate the team to provide direct guidance on performance and potential. Provide technical leadership through mentorship, coaching, and assistance. • Lead the continuous improvement of Engineering practices • Align team decisions with Enterprise Architecture Principals and Department goals • Stay on the leading edge of software engineering practices and technologies, while building a collaborative learning culture. • Strives to drive a positive user experience • Able to work through and solve complex problems • Accountable for outcomes for the company, technology, and team.

• Interpret capitalization tables and write data import instructions • Read and carry out the steps provided in the instruction letters for the release of escrow funds • Formulate the appropriate processing methods according to the type of deal or request • Interpret legal deal documents and build online document templates for use during the solicitation process so security holders can complete required data accurately and easily • Interface with other departments, specifically the Relationship and Imports teams, to ensure delivery of expected outcome by outside clients within the SLA • Send mass solicitation announcements to security holders • Create status reports and use SQL to extract data from JSON objects • Reconcile each individual deal prior to payment or when any change occurs after the deal begins funding • Book deposits and prepare daily reconciliation of omnibus accounts for approval by management • Self-manage personal pipeline for in-progress transactions and report on statuses daily • Identify and implement process improvements to enhance the customer experience, exceed SLAs, and improve efficiency

• Interpret and audit closing allocation and payment spreadsheets, including shareholder, certificate, tax, and payment instruction data, to ensure completeness and accuracy prior to import • Standardize and manipulate data using established import templates to create and update Customer data in NetSuite • Execute independent validation by comparing NetSuite records to source documents and import instructions to confirm accuracy of imported data before downstream processing • Import and export CSV files using saved mappings in NetSuite, ensuring adherence to required formatting, field mapping, and validation controls • Investigate and resolve data discrepancies, including name mismatches, missing holders, certificate differences, or payment variances, escalating issues to cross‑functional partners when required • Collaborate with Fulfillment, Relationship Management, Tax, and other Operations teams to confirm data requirements and resolve questions related to import instructions or source files • Refer to Operations manuals, templates, and guidelines to understand process changes and support business continuity • Complete recurring daily and weekly operational tasks on a rotating basis • Provide clear written and verbal updates to internal stakeholders regarding deal status, data issues, and completion milestones

Title: Tax Operations Manager Location: Denver United States Job Description: 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 Tax Operations Manager leads the execution and optimization of tax operations, ensuring accurate, timely, and compliant tax reporting and withholding. This role oversees Forms 1099, 1042-S, and 8288 reporting, transaction‑based withholding, and tax obligations related to mergers and acquisitions (M&A). The role partners closely with the Payments, Relationship and Releases teams as well as external advisors to manage withholding, reporting, reconciliations, and audits while mitigating regulatory and financial risk. The Tax Operations Manager maintains oversight of tax controls, monitors regulatory changes, and supports complex transactional activity, including acquisitions and escrow‑based payments. In addition to day‑to‑day tax operations, this position drives process standardization, scalability, and efficiency through strong operational controls, technology enablement, and cross‑functional collaboration, contributing to the organization's overall compliance and transaction success. Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States. Compensation: The salary range for this position is between $105k and $120k, depending on experience level. Primary Responsibilities - Lead and manage the Tax Operations team, providing coaching, performance management, and development to ensure high‑quality execution and strong employee engagement. - Oversee day‑to‑day tax operations, including withholding, reconciliation, and reporting for Forms 1042‑S, 8288 and 8288-A, and 1099, ensuring accuracy, timeliness, and regulatory compliance. - Manage tax responsibilities related to mergers, acquisitions, and transaction‑based payments, including Shareholder tax form validation, deal review support, and withholding determination. - Partner cross‑functionally with the Payments, Relationship and Releases teams as well as external advisors to ensure appropriate tax treatment and consistent execution of tax processes. - Establish, maintain, and enhance tax controls, workflows, and documentation to mitigate financial, operational, and regulatory risk. - Monitor changes in tax laws and regulations and guide the team in implementing required process or compliance updates. - Oversee tax reconciliations, filings, audit support, and responses to regulatory inquiries. - Drive operational efficiency and scalability through process improvement, standardization, and effective use of technology. - Prepare, send, and file Customer Tax Documents and other related documents such as 1099s, 1042-S forms, and 8288 forms within the appropriate timelines as stipulated by the IRS. - Serve as an escalation point for complex tax issues, providing guidance and decision‑making support. - Perform other duties as assigned in support of tax operations and organizational objectives Required Qualifications & Skills - Bachelor's degree in Accounting, Finance, Taxation, or related field, or equivalent experience. - 5+ years of progressive experience in tax operations, compliance, or related tax functions. - 3-5 years of people management or team leadership experience. - Strong knowledge of U.S. tax reporting and withholding requirements, including Forms 1042‑S, 8288‑A, and 1099, with deep familiarity across payroll and M&A‑related transactions. - Experience supporting tax requirements for mergers, acquisitions, and transaction‑based payments. - Proven ability to lead scalable operations through effective controls, procedure development, and risk mitigation. - Demonstrated success partnering cross‑functionally and across geographically distributed teams. - Ability to manage multiple priorities, meet tight deadlines, and operate effectively in a fast‑paced, regulatory environment. - High attention to detail with a strong focus on accuracy, compliance, and customer risk management. - NetSuite experience preferred; knowledge of the M&A process a plus. Desired Characteristics - Self-motivated - Intellectually curious - Collaborative - Critical Thinker - Amiable - Operates with the highest integrity and attention to detail - Ability to prioritize and multitask across many projects Physical Requirements/Special Demands - Maintain flexible and, in some cases, non-traditional work hours when needed - If Remote, travel may be necessary to the Denver office up to 3 times per year. 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.

Title: Payments Compliance Analyst Location: Denver United States Job Description: 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 Payments Compliance Analyst plays a critical role in ensuring accurate, timely, and compliant processing of payments and related financial activities. This position requires strong attention to detail, diligence towards risk mitigation, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment. The purpose of this position is to evaluate fraud concerns and collect the appropriate documentation to clear false positive exceptions and mitigate risk. This position also works heavily with individual transactions and corresponds regularly with bank contacts. Aptitude for reconciliation and reporting is also crucial to be successful in this role. Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States. Compensation: The salary range for this position is between $65k and $75k, depending on experience level. Primary Responsibilities - Interact with security holders via email and phone to resolve user/account validation flags - Diligently evaluate exception materials to resolve user/account validation flags and fraud concerns - Prepare and send reports to bank partners for security holders who choose to split payments while completing Clearinghouse - Complete daily bank reconciliation reports and identify remedies for exception items - Prepare monthly internal account reconciliation reports and complete the fee sweeping process for wire and check fees charged during the previous month - Act as the point of contact between internal and external customers and banking partners for questions related to delayed outgoing and incoming funds - Work with internal teams to process transfers of interest in a timely manner - Take ownership of individual transactions and act as the go-to for questions from security holders and co-workers alike - Identify and implement process improvements to enhance the customer experience, reduce operational risk, and improve efficiency - Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, which may include evening or weekend hours where needed Required Qualifications & Skills - Bachelor's Degree preferred, or 2-5 years of related business experience in operations or production services, preferably in the financial services industry - Knowledge of handling discrepancies and resolving variances related to bank reconciliation items - Clear communication with internal teams and external stakeholders - Excellent interpersonal and presentation skills - Self-motivated, self-starter with the ability to work independently or as part of a team - Strong attention to detail - Proficient with Microsoft Office Products (Project, Excel, Word, PowerPoint) - Strong project management, detail-oriented, discretion, and excellent communication skills will be essential in this role, as interaction with sophisticated investors and handling of PII will be on-going - Should be able to work in a fast-paced environment and be able to handle multiple transactions at once Desired Characteristics - Positive attitude - Collaborative - Operates with the highest integrity - Ability to prioritize and multitask - Understanding of ACH, SWIFT, FX payments, and anti-money laundering (AML) protocols - High level of accuracy in reviewing transactions and identifying errors - Intermediate to advanced knowledge of Excel, including formulas and pivot tables - Familiarity with bank compliance processes Physical Requirements/Special Demands - Must be available to work a non-traditional work-week, including occasional nights/weekends. 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 searching for a Compliance Analyst for our Contract Administration department. The Compliance Analyst is responsible for reviewing and analyzing SRS Acquiom’s contractual obligations under the definitive agreements, as they apply to the distribution of transaction consideration and funds. The Compliance Analyst will be responsible for coordinating with various internal departments, as well as external parties, to complete these distributions. The ideal candidate has great attention to detail, is a self-starter but also capable of working well in a team, can quickly comprehend key provisions of complex agreements, think outside the box to solve problems, manage multiple tasks simultaneously and has excellent communication skills. Location: This role is fully remote within the Continental United States and reports to our Sr. Director, Contract Administration. Compensation: The salary range for this position is $80K to $90K, depending on experience level. Primary Responsibilities - Manage Client relationships and act as a single point of contact with Clients for the Shareholder Representative Services’ product post-closing. - Oversee and monitor an ongoing portfolio of post-closing distribution releases which include the process and delivery of cash and/or shares to target holders. - Perform in-depth review of various transactional agreements and legal contracts to determine the relevant legal information and complete thorough analysis to fully understand the post-closing contractual obligations. - Identify opportunities for cross-selling additional SRS Acquiom services. - Balance a large volume of email communication and pipeline. - Coordinate closely with internal teams to create accurate distribution waterfalls and ensure funds are released in a timely manner to the right parties. - Review and/or draft transactional instructions and/or any legal compliance documentation required to move funds. - Complete due diligence on post-closing M&A activities. - Communicate effectively and in a timely manner with external parties (C-Suite Executives, former CEOs, CFOs, Venture Capitalists, Major Shareholders, and M&A attorneys) to enforce and/or execute release of escrow funds or holdbacks pursuant to transactional agreements, as well as to provide status updates regarding the release of funds. - Serve as the primary internal and external contact point for release inquiries and contract interpretation requests. - Facilitate timely problem resolution to mitigate risk and prioritize action. - Accountable for the quality, accuracy, and timeliness of results. - Ensure quality service is consistently delivered to Clients. - Display and provide expertise in Compliance release matters. - Build and maintain strong client and inter-departmental relationships. - Help execute special projects as needed. - Deliver training as requested by Management. - Identify trends that could impact the release process. - Utilize critical thinking and strategies to provide viable solutions when issues arise. - Identify and provide in-depth follow-through to ensure any issues are resolved. Required Qualifications & Skills - Bachelor’s degree, preferably in Finance, Economics, or Business, required - 3-5 years’ experience within financial services - Proficient in all Microsoft Office products - Demonstrated ability to interpret contracts - Excellent communication, both verbal and written, facilitation, and interpersonal skills, including the ability to face off across all levels of an organization, as well as external stakeholders - Can work within deadlines and complete work in a timely manner - Takes ownership of issues and follows through to resolution - Can work independently or as part of a team, as the issue requires - Strong attention to detail - Strong analytical and organizational skills - The ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment - Maintain a high level of confidentiality and integrity - Flexibility to work over various time zones to accommodate Clients and Management, when needed Desired Characteristics - Client excellence experience dealing with high-net-worth individuals preferred - Exposure to legal agreements or contracts with internal or external parties - Quick learner and adaptable to learn new processes, concepts, and skills - Ability to take initiative in learning and applying new skills - Highly motivated self-starter with the ability to work collaboratively and independently - Operates with the highest integrity and attention to detail - Ability to multitask, work in a demanding, fast-paced environment, and handle multiple competing priorities and projects with high-quality output - Ability to generate solutions and appropriately escalate to management - Knowledge of M&A transactions and/or M&A post-closing process Physical Requirements/Special Demands - Must be available to work within Denver, Colorado, Mountain standard business hours - Ability to work irregular hours, such as nights/weekends or after hours, may be required - Work in fast fast-paced environment ** 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.

• Support the sales strategy for loan agency and the implementation within their respective territory or business vertical. • Assist in setting sales goals and budgets for the Loan Agency BD team. • Support the creation of a team environment within the BD team, as well as the relationship management team for the Loan Agency Product. • Responsibility of cross-selling other SRSA products when out in the marketplace. • Develop deep relationships with new clients, partners, and influencers while deepening current relationships. • Optimize pricing to maximize revenue in line with business and profitability objectives. • Work with Marketing to monitor customer, market, and competitor activity and provide feedback and insight to the Regional Managing Director, the Loan Agency, and the Chief Marketing Officer (CMO). • This role will require significant travel for in-person meetings with customers, partners, and to develop key relationships.

• 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.

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.