Process Lead, Funding & Settlements

Reporting to the Assistant Vice President – Funding & Settlements, the Process Lead will oversee critical functions within the team, including the approval of transactions and wires in the system of record. The candidate will serve as the primary escalation contact for Funding & Settlements issues, manage the end‑to‑end processing of funding transactions, and ensure effective communication to downstream teams. Responsibilities Review and approve transactions and wire instructions in the system of record, ensuring accuracy, compliance, and timely processing. Act as the escalation point for complex settlement issues and discrepancies, resolving issues efficiently with internal and external stakeholders. Oversee the complete processing cycle of funding transactions from initiation to completion and ensure accurate execution in compliance with company policies. Facilitate effective communication to downstream teams regarding funding transactions and settlement updates, keeping all stakeholders informed. Collaborate with the AVP to identify and implement process improvements and support the development and deployment of technology automation tools. Foster a collaborative high‑performance team environment. Qualifications Bachelor’s degree, preferably in finance, accounting, business, or economics. 7+ years’ experience in a financial institution or a similar organization with exposure to reconciliation processes. Strong problem‑solving skills and ability to handle complex settlement issues effectively. Experience in process improvement and technology automation within financial operations. Excellent communication and interpersonal skills, with the ability to liaise effectively with internal and external stakeholders. Knowledge of LoanIQ or WSO is a plus. Proficiency with Microsoft Office 365 (Outlook, Word, Excel) or comparable software applications. Motivated self‑starter, responsive, friendly, and professional with strong written and verbal communication skills. Demonstrated decisiveness, organization, prioritization, adaptability, and attention to detail. Ability to work productively in a cross‑functional team environment and take responsibility for quality and accuracy. Proven record of reliability and dedication to high‑quality work. Key Skills & Competencies Attention to detail: accurately review and approve transactions, ensuring compliance with regulatory standards and company policies. Problem solving: act swiftly in escalation of complex settlement issues, utilizing analytical skills to resolve discrepancies. Communication: facilitate clear and timely updates with downstream teams and stakeholders. Process improvement: collaborate with the AVP to identify inefficiencies and implement technology‑driven solutions. Leadership: oversee end‑to‑end processing cycle and mentor staff on best practices in Funding & Settlements. Technical proficiency: expert use of the system of record and automation tools for transaction approvals and reporting. Adaptability and collaboration: respond to shifting priorities, work effectively with diverse teams, and foster a cooperative work environment. Accountability and continuous learning: take ownership of tasks and pursue professional growth to enhance performance. Initiative: proactively identify and implement process improvements without prompting. Compensation & Benefits Base salary range: $98,000 – $110,000 (annual). Eligible for a discretionary annual bonus based on company, business unit, and individual performance. Benefits include medical, dental, vision coverage; employer‑paid short‑ and long‑term disability and life insurance; 401(k) with profit sharing; paid time off; Maven family & fertility benefit; parental leave (adoption, surrogacy, foster placement); and other voluntary benefits. Equal Opportunity Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. #J-18808-Ljbffr Antares Capital