Vice President, Loans Operations & Client Processing

Job#: 3052386

About the role

Vice President, Loan Operations & Client Processing Supports the execution and servicing of complex loan and transaction processing activities while driving operational excellence and client satisfaction. This individual will serve as a subject matter expert, partnering across operations, technology, and business teams to optimize workflows, mitigate risk, and enhance the client experience.

Responsibilities

• Lead the execution and processing of complex loan and client transactions, ensuring accuracy, timeliness, and adherence to operational controls.
• Collaborate cross-functionally to improve transaction workflows, increase efficiency, and reduce operational risk.
• Serve as a subject matter expert in loan operations and client processing, providing guidance, mentorship, and training to team members.
• Monitor transaction processing metrics, identify trends, and implement process improvements to enhance operational performance and client outcomes.
• Investigate and resolve complex transaction and servicing issues while maintaining strong client and stakeholder relationships.
• Drive continuous improvement initiatives by leveraging technology, industry best practices, and process innovation.
• Support operational excellence through effective prioritization, risk management, and execution of daily activities.
• Partner with internal teams to ensure compliance with business policies, procedures, and regulatory requirements.

Qualifications

• Bachelor's degree in Finance, Business, or related field (or equivalent combination of education and experience).
• 7-12 years of experience in loan operations, transaction processing, client processing, or financial services operations.
• Experience with syndicated loans, loan servicing, and loan operations environments preferred.
• Familiarity with industry platforms and market standards such as ClearPar, LSTA, Loan IQ, or similar systems preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication and interpersonal skills, with the ability to work effectively with clients and cross-functional teams.
• Demonstrated ability to identify process improvement opportunities and leverage technology to improve operational efficiency.
• Strong organizational skills with the ability to self-manage priorities and execute in a fast-paced environment.
• Financial services operations and brokerage processing experience preferred.

Benefits

• Medical, dental, vision, life, disability, and other insurance plans offering an optional layer of financial protection.
• Employee Stock Purchase Program (ESPP).
• 401(k) program with company match after 12 months of tenure (contributions typically available within 30 days of start).
• Health Savings Account (HSA) available with the HDHP plan.
• SupportLinc Employee Assistance Program (EAP) providing up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program.
• Access to certification prep and a library of technical and leadership courses/books/seminars after 6+ months of tenure.
• Certification discounts and other perks for associations including CompTIA and IIBA.
• Dedicated customer service team for consultants to address benefits and resource questions.
• Certified Career Coach available.
• Full list of benefits, programs, support teams, and resources provided in the ‘Welcome Packet’ upon request.