VP, Loan Oversight

Location: Boston, MA or New York, NY (Hybrid)

Salary: $145k-$185k + bonus

About the role

This role offers the opportunity to lead critical loan operations functions for a sophisticated credit investment platform, overseeing the integrity of the loan book of record and managing relationships with administrators, agent banks, and other key external partners. Working across Operations, Technology, Data, and Investment teams, you will drive operational excellence, strengthen controls, improve data quality, and implement automation initiatives that support portfolio growth.

Responsibilities

• Maintain the accuracy and completeness of the loan portfolio across all internal systems, ensuring positions, cash movements, valuations, and related data remain aligned and up to date.
• Manage the day-to-day execution of loan operations activities, including reconciliations, exception management, and oversight of data accuracy.
• Serve as the primary point of contact for loan agents, servicers, administrators, and other external service providers supporting the portfolio.
• Provide oversight of complex loan lifecycle events such as amendments, restructurings, workouts, distressed situations, and other non-standard transactions.
• Identify and implement operational enhancements that improve efficiency, strengthen controls, and support business growth.
• Partner on technology initiatives, vendor evaluations, and infrastructure projects to optimize the loan operations platform.

Requirements

• 10+ years of experience in loan operations, investment operations, or loan administration within an asset manager, banking institution, or similar financial services environment.
• A bachelor's degree is required; advanced credentials such as an MBA, CFA, or CPA are preferred.
• Comprehensive knowledge of private credit and broadly syndicated loan products, including operational oversight throughout the entire loan lifecycle.
• Experience overseeing loan records, cash activity, reconciliations, and data consistency across multiple operational platforms.
• Strong familiarity with loan servicing structures, administration systems, and operational processes.
• Demonstrated success driving workflow optimization, automation efforts, and operational control improvements.
• Excellent relationship management, communication, and collaboration skills with both internal stakeholders and external counterparties.