AVP, Loan Operations

Global financial services platform expanding its Dallas, TX Loan Operations platform. The organization is building out a sophisticated loan operations function supporting syndicated and leveraged finance transactions, with responsibility across loan closing, funding, servicing, settlements, amendments, reconciliations, and ongoing deal administration. The Dallas team will play an important role in establishing scalable processes, strengthening operational controls, and supporting continued growth across the platform.

About the Role

• Lead and manage global loan operations teams responsible for trade capture, funding, position management, reconciliations, and lifecycle events across syndicated and bilateral loans.
• Define and execute strategic initiatives to scale operations, enhance controls, and improve overall efficiency.
• Partner with internal stakeholders (Middle Office, Fund Accounting, Compliance, IT) and external clients to ensure timely and accurate processing.
• Provide governance oversight of agent notice workflows, system transitions, and issue resolution processes.
• Build and maintain a strong risk and control environment by implementing the best practices and robust documentation standards.
• Drive transformation projects including automation, system integration, and workflow optimization (e.g., Aexeo, Sentry).
• Manage talent across global locations, including coaching, performance reviews, and succession planning.
• Serve as an escalation point for clients and internal teams on complex or high-risk transactions.
• Ensure adherence to internal policies, client SLAs, and regulatory obligations.
• Contribute to the firm's strategic direction through active participation in governance committees and global initiatives.

Qualifications

• 4-8 years of progressive experience in loan operations, with at least 5 years in senior leadership roles.
• Deep understanding of syndicated loans, private credit, bilateral lending, and associated operational processes.
• Proven track record of managing global teams and driving operational improvements.
• Strong project management skills and experience with system implementations.
• Exceptional communication, leadership, and stakeholder management skills.
• Bachelor's degree in Finance, Accounting, or related field (MBA or CFA preferred).