Director – Credit Operations

Overview

• Direct and oversee credit operations, ensuring efficient management of syndicated loans and private credit assets.
• Provide strategic leadership to align operational activities with industry standards and organizational goals.
• Govern third-party service providers and agent bank servicing models to ensure optimal performance.
• Develop scalable operating models to support growth across diverse credit strategies.
• Collaborate with cross-functional teams to ensure consistent interpretation of loan notices and corporate actions.
• Identify and implement efficiency improvements and automation in operational workflows.
• Support technology integration initiatives to enhance operational scalability and effectiveness.
• Contribute to the development of robust control standards and best practices.

Key Responsibilities & Duties

• Manage daily credit operations, including trade processing, settlement activities, and reconciliations.
• Oversee agent bank servicing models, ensuring compliance with industry guidelines and standards.
• Monitor and evaluate third-party service providers for accuracy and adherence to procedures.
• Strengthen operational controls, including reconciliations and compliance with SOX processes.
• Identify and mitigate operational risks associated with servicing activities.
• Collaborate with technology teams to enhance systems and streamline workflows.
• Support portfolio activities, including restructurings, amendments, and complex credit events.
• Ensure outsourced processes align with internal policies and regulatory expectations.

Job Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; advanced degree preferred.
• Minimum of 10 years of experience in credit operations within financial services or asset management.
• Strong knowledge of LSTA guidelines and syndicated loan servicing models.
• Experience managing agent bank servicing models and third-party providers.
• Proficiency in trade lifecycle management, settlements, and reconciliations.
• Advanced Excel skills and ability to analyze large data sets effectively.
• Proven ability to strengthen controls and support investment objectives.
• Excellent analytical, problem-solving, and communication skills.