Senior Operations Consultant - Loan Operations - Lead complex loan administration activities ac[...]
Beta Search
Seeking a Senior Operations Consultant with extensive Loan Operations experience to support strategic consulting engagements across the asset management and alternative investment industry. This consultant will provide both hands on operational support and subject matter expertise while leading operational improvements, onboarding initiatives, and complex issue resolution activities. The successful candidate will possess deep expertise across syndicated loans, private credit, CLOs, CDOs, and other structured credit products, while partnering with business and technology stakeholders to enhance operational processes and support business transformation initiatives. Key Responsibilities Loan Operations Leadership Lead complex loan administration activities across multiple portfolios. Oversee asset setup, maintenance, and operational controls. Review and oversee loan trade processing and settlements. Lead processing of agent notices and corporate actions. Provide subject matter expertise across the complete loan trade lifecycle. Reconciliations and Operational Oversight Oversee daily cash and position reconciliations. Lead investigation and resolution of complex reconciliation breaks. Coordinate issue resolution with custodians, counterparties, and internal teams. Monitor operational controls and recommend improvements. Operational Excellence Develop and maintain operational procedures. Create KPI and MIS reporting packages. Identify opportunities to improve operational efficiency. Support operational transformation initiatives. Lead onboarding of new clients, products, and operational workflows. Mentor junior consultants and provide operational guidance. Partner with Operations, Technology, Fund Accounting, and external service providers to ensure successful delivery. Required Qualifications Bachelor's degree in Finance, Accounting, Business, or a related discipline. 5-10+ years of experience within Loan Operations, Loan Administration, Middle Office, or Fund Operations. Extensive experience supporting: Syndicated Loans Bilateral Loans Private Credit Private Debt CLOs CDOs Credit Funds Strong understanding of complex investment products and operational workflows. Extensive experience with loan settlements and operational controls. Demonstrated experience leading operational initiatives and process improvements. Preferred Technical Experience Experience with one or more of the following: Solvas ClearPar DTCC Euroclear Microsoft Excel Microsoft Office Suite Professional Skills Excellent analytical and problem solving abilities. Strong leadership and mentoring skills. Outstanding organizational skills. Exceptional attention to detail. Excellent written and verbal communication skills. Ability to manage multiple priorities in a fast paced consulting environment. Strong client relationship management skills. Ability to influence operational improvements across cross functional teams. #J-18808-Ljbffr Beta Search
- Position Summary Seeking an experienced Operations Consultant with expertise in Loan Operations to support one or more... ...for supporting the day to day administration of syndicated loans, private... ...systems. Support client onboarding activities as required. Reconciliations...SuggestedOngoing contractWork at office
$22 - $28 per hour
...A regional banking institution in the United States is seeking a Loan Support Specialist IV to handle complex loan servicing tasks. The role requires extensive experience in consumer and commercial loans, along with the ability to work independently in a fast-paced environment...Senior$130k - $170k
Piermont Bank is seeking a Loan Operations Manager in New York to lead loan closing and servicing activities. The successful candidate will supervise daily operations, manage insurance tracking, and ensure compliance with bank regulations. With a minimum of 5 years in commercial...Senior- Loan Operations Senior Analyst Job Req Id: 26971921 Location(s): Warsaw, Mazovia... .../MEA region providing Loan Administration services for both... ...general ledger entries and (complex) calculations Possible interaction... ...Programs Socially active employee communities with diverse...SeniorFull timeCasual workWork from homeFlexible hours
- ...opportunity for an ambitious Loan Operations professional to join our... ...at a AVP or VP level , to lead within a dynamic lending... ...approval authority for loan administration activities within LoanIQ and related... ...experience managing large, complex data sets , with advanced...SuggestedWork at office
- ...Manufacturing Co is seeking a detail-oriented professional to join their team in New York. This hybrid position involves reviewing loan documentation for complex commercial loans and providing excellent customer service. Candidates should have strong analytical skills and a high...SeniorHourly pay
- Beta Search is seeking a Senior Operations Consultant specializing in Loan Operations with over 5 years of experience. You will support strategic consulting... ...In addition to hands-on operational support, you'll lead operational improvements and mentor junior consultants...Senior
$100k - $115k
Funds / Banking Administration, Operations To be successful in this role you will thrive in a fast‑paced... ...and borrowing bases to ensuring every loan flow runs flawlessly. As you dive into... ...strengths come alive—transforming complex details into clear, actionable insights...Temporary workWork from homeFlexible hours- Syndicated Loan Operations Intermediate Associate Analyst Job Req Id: 26976004 Location(s): Irving... ...are required to exchange potentially complex/sensitive information. Moderate but... ...close contact with the businesses' core activities. Quality and timeliness of service provided...
$80k - $124k
...Description L oan Operations Specialist / Senior Loan Operations... ...operational services on complex capital markets... ...manage the day-to-day administration of a diverse range... ...Supporting Letter of Credit Activity Facilitating &... ...'s why we are the leading provider of...Daily paidLocal areaRemote workWorldwideMonday to Friday- Hab Bank in New York, NY is seeking a Loan Operations Manager responsible for overseeing all aspects of loan operations, including onboarding, funding, servicing, and quality control. The role involves collaborating with branch personnel and vendors to ensure compliance...Senior
$110k - $130k
...Department Overview The Fixed Income Operations team supports the end‑to‑end trade... ...Securities' trading and investment activities. As TD builds a new Whole Loan business, this team will play a... ...client service. Position Summary The Senior TDS Ops Analyst will actively support...SeniorWork at officeLocal areaFlexible hours- ...Senior Loan IQ Project Analyst The Lending Operations teams support all lending activity for Corporate and Commercial clients of the bank... ...Demonstrated ability to assess complex issues, structure... ...tools. ~ Finance, Business Administration or Engineering bachelors...SeniorWork at office
- ...growth and success. As a leading global financial... ...are looking for a Senior Director, Loans Enablement Platform... ...partnering with business, operations, and functional... ...execution of control activities, including risk and... ...experience supporting complex products, services,...SeniorWork experience placementWorldwide
- A leading bank in the USA seeks a Loan Support Specialist III to manage servicing for various loans, requiring advanced consumer and commercial loan experience. Candidates must have excellent analytical and communication skills, with the ability to work independently under...SeniorHourly pay
$31.72 - $52.86 per hour
M&T Bank Corporation is seeking a Commercial Portfolio Administrator in New York, NY. The successful candidate will be responsible... ...the credit portfolio administration for commercial loans, resolving operational issues, and providing comprehensive support to the Portfolio...SeniorHourly pay- ...commercial real estate experience. You will report to the Head of Underwriting and work with a diverse range of property types, originating loans between $30 million and $500 million. The ideal candidate has robust analytical and organizational skills, alongside a BA/BS degree...SeniorFlexible hours
- ...institution in Brooklyn is seeking an Associate I for their Bank Loan Administration team. The role includes managing trade instruction capture... ...at least 2 years of relevant experience in leveraged loan operations. Strong communication and relationship-building skills are...
- SitusAMC is seeking an AVP to support Senior Loan Administrators in managing a diverse commercial real estate loan portfolio. This role involves analyzing loan documents, monitoring compliance, and performing calculations. The ideal candidate will possess at least 6 years...Senior
- Loans Operations Analyst 2, Mandarin Speaking (Kuala Lumpur) The Loan Doc & Proc Analyst 2 is a developing... ...of tasks related to the loan process. Activities will include independently processing and closing loans within a complex loan operations environment. Involves...
- ...Job Description The Senior Loan Officer will handle evaluating and... ...business development and lending activities. Responsibilities Utilize,... ...Master’s Degree in Business Administration, Finance, Public Health,... ...underwriting and negotiating complex community development financial...SeniorPermanent employmentFull time
$48.18k - $63.14k
...role will manage preparing and reviewing loan documentation while providing support to... ...variety of tasks related to the loan process. Activities will include independently processing and closing loans within a complex loan operations environment. Involves in providing day-to...Full time$110k - $125k
...days per week Job Title: Senior Associate-Asset Manager... ...be responsible for the active, front‑line management... ...of commercial mortgage loans for one of the largest... ...enhancing process and operational efficiency. Maintain accurate... ...deep understanding of complex debt structures...Senior- ...professional to join our team as a Credit Operations Analyst. This role involves asset... ...ideal candidate will have experience in loan servicing and a strong understanding of... ..., monitoring and booking all investment activity, and wire processing, paying and allocating...Hourly pay
- Citi is seeking a Loan Operations Senior Analyst in New York, New York. This role requires 3-5 years of experience in relevant finance operations and a strong understanding of syndicated loan processes. You will process financial operations, prepare reports, and manage...Senior
$106.39k - $127.67k
...The Manager, SBA Loan Operations is responsible for leading and overseeing all... ...performance management activities including annual... .... Resolve complex customer inquiries... ...operational reports for senior management,... ...finance, business administration, or related field...Work experience placementRemote workFlexible hours- A financial services firm in New Jersey is seeking a Head of Loan Administration to lead the loan administration function. The role involves oversight of loan servicing and credit fund operations, with significant responsibilities including managing a high-performing team...
- Job Overview The Loan Doc & Proc Sr Analyst is a... ...Evaluates moderately complex and variable issues with... ...to the loan process. Activities will include independently... ...a complex loans operation environment This role... ...control gaps and issues to senior management. Identifies...Senior
- ...A leading NYC financial services firm is seeking an Associate-level... ...firm, with a focus on bank loans, performance attribution, or... ...loan analysis and lifecycle activities, including monitoring loan performance... ...managers, analysts, and operations, to ensure accurate and...
$80k - $124k
CSC is seeking a Loan Operations Specialist / Senior Loan Operations Specialist to join their team in New York City. This hybrid role involves invoicing, managing loan payments, and supporting compliance with transactional requirements in capital markets. The ideal candidate...
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