VP, Loan Operations
WhiteCap Search · Dallas, TX · 4 wk ago
On-siteAccountingFull-time
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
- 8-10 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).