10/4/2025
No location specified
About the position
Responsibilities
• Provide lifecycle support for the structured loan portfolio.
• Read, interpret, and apply knowledge for Loan Agreements.
• Coordinate client onboarding processes, manage payments, oversee internal customer service, handle funding operations, administer customer billing across the structured loan operations lifecycle.
• Review and analyze complex operational tasks that require in-depth evaluation to drive resolution.
• Contribute to large scale projects related to process, procedures and efficiencies with internal and industry related initiatives.
• Identify and recommend opportunities for process improvement and risk control development.
• Provide leadership to bring groups together to resolve multi-faceted complex issues.
Requirements
• 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Nice-to-haves
• Understanding of loan, securities, and finance terms and ability to explain these topics to junior members and act as a risk control mitigator.
• Proficiency with loan system workflow, specifically LoanIQ and/or nCino.
• Proven and demonstrated leadership skills including relationship building, partnering and collaboration skills with clear ability to influence, gain buy-in and negotiate with a diverse group of key business partners/stakeholders including senior management.
• Advanced proficiency in Microsoft Office suite, especially Excel and PowerPoint.
• Ability to work in a fast-paced deadline driven environment.
• Excellent communication skills, both written and verbal, to articulate complex concepts in a clear manner.
Comments