Manager of Loan Operations

About the role

The Manager of Loan Operations serves as the operational leader and process architect for AvidXchange’s commercial lending operational ecosystem. This role requires direct leadership and mentoring of a team of Loan Account Analysts, ensuring high-volume transactional accuracy and the implementation of robust internal controls.

Responsibilities

• People Leadership & Coaching: Provide day-to-day guidance, performance feedback, and mentorship to a team of Loan Account Analysts (P1-P3); manage workload distribution, establish clear team priorities, and actively develop talent to build future operational bench strength.
• Process Architecture & Operations: Design, document, and enforce end-to-end workflows, standard operating procedures (SOPs), training materials, and rigid internal controls for core loan actions, including money movement, ledgering, disputes, and incident response.
• SLA & Quality Oversight: Monitor comprehensive workflows to guarantee the accuracy, completeness, and timely execution of complex loan and cash transactions within the loan management system in strict accordance with established SLAs and quality metrics.
• Financial Integrity & Reconciliation: Supervise and review comprehensive reconciliations, ledger journal entries, and discrepancy resolutions prepared by the analyst team to ensure total data integrity.
• Cross-Functional Collaboration: Act as the primary operational point of contact and liaison connecting Treasury, Treasury Operations, and Accounting to seamlessly coordinate loan-related capital movement, compliance reporting, and audit requirements.
• Reporting & Risk Mitigation: Prepare and present performance analytics, risk assessments, and process recommendations to senior stakeholders and leadership; serve as the core subject-matter expert on special cross-functional projects, system upgrades, or technical implementations.

Requirements

• Professional Experience: 5+ years of experience within loan operations, commercial lending, or specialized B2B financial services, featuring a proven track record of at least 1–2 years in a formal leadership, supervisory, or player-coach role.
• Educational Foundation: Bachelor’s degree in Accounting, Finance, Economics, or a related business field (or equivalent practical experience).
• Technical & System Fluency: Strong working knowledge of dedicated loan management systems, ERP architecture, and advanced financial reconciliation processes, paired with highly advanced proficiency in Excel.
• Analytical & Problem-Solving Acumen: Exceptional analytical skills with intense attention to detail, capable of translating complex transactional anomalies or process gaps into structured, sustainable workflow solutions.
• Communication & Executive Presence: Strong written and verbal communication skills with the ability to synthesize operational data into clear narratives, enabling smooth collaboration and influence across various internal departments and senior executive forums.
• Organizational Instincts: Highly organized project management capabilities; comfortable driving process improvements independently, establishing clear metrics, and executing under tight daily, monthly, and quarterly closing deadlines.

Qualifications

• Professional Experience: 5+ years of experience within loan operations, commercial lending, or specialized B2B financial services, featuring a proven track record of at least 1–2 years in a formal leadership, supervisory, or player-coach role.
• Educational Foundation: Bachelor’s degree in Accounting, Finance, Economics, or a related business field (or equivalent practical experience).
• Technical & System Fluency: Strong working knowledge of dedicated loan management systems, ERP architecture, and advanced financial reconciliation processes, paired with highly advanced proficiency in Excel.
• Analytical & Problem-Solving Acumen: Exceptional analytical skills with intense attention to detail, capable of translating complex transactional anomalies or process gaps into structured, sustainable workflow solutions.
• Communication & Executive Presence: Strong written and verbal communication skills with the ability to synthesize operational data into clear narratives, enabling smooth collaboration and influence across various internal departments and senior executive forums.
• Organizational Instincts: Highly organized project management capabilities; comfortable driving process improvements independently, establishing clear metrics, and executing under tight daily, monthly, and quarterly closing deadlines.

Skills

• Strong leadership and coaching skills.
• Advanced proficiency in Excel.
• Exceptional analytical and problem-solving abilities.
• Effective communication and presentation skills.
• Highly organized project management capabilities.

Benefits

• 18 days PTO*
• 11 Holidays (8 company recognized & 3 floating holidays)
• 16 hours per year of paid Volunteer Time Off (VTO)
• Competitive Healthcare
• High Deductible Health Plan Option with $0 monthly premium for teammate-only coverage
• 100% AvidXchange paid Dental Base Plan Coverage
• 100% AvidXchange paid Life Insurance
• 100% AvidXchange paid Long-Term Disability
• 100% AvidXchange paid Short-Term Disability
• Employee Assistance Program (EAP) - Counseling services, legal and financial consultations, and health advocacy for Teammates and their eligible dependents
• Onsite Health Clinic with Atrium Health - Available to Teammates and their eligible dependents
• 401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%
• Parental Leave: 8 weeks 100% paid by AvidXchange**
• Discounts on Pet, Home, and Auto insurance
• WeeCare Childcare Service: Affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers
• Perks at Work: Free discount program, onsite gym fitness center, yoga studio, and basketball court
• Tuition Reimbursement up to the federal maximum of $5,250***
• Hybrid Workplace Flexibility
• Free parking

*Fully granted from beginning of year, pro-rated if hired mid-year

**Must be full-time for at least 3 months

***Must be full-time for at least one year

Pay

Salary range: $80,000 - $120,000 annually

Schedule

Full-time position