Assistant Vice President Loan Operations

Assistant Vice President Loan Operations Overview

• The Assistant Vice President Loan Operations oversees syndicated and private loan processing and operations, ensuring accuracy and timely client deliverables.
• Manage complex loan product types and diverse trading strategies across client portfolios, contributing to operational excellence and client satisfaction.
• Lead a team of analysts/associates, fostering collaboration and professional growth while maintaining high performance standards.
• Ensure proper setup and processing of loans by reviewing credit agreements and loan documentation meticulously.
• Identify and resolve accrual, position, and cash discrepancies, collaborating effectively with Loan Servicers and Agents.
• Drive procedural enhancements to improve daily tasks and reconciliation processes, contributing to operational efficiency.
• Work across multiple departments to achieve results and deliverables, ensuring seamless communication and coordination.
• Adapt to a fast-paced, dynamic environment while maintaining a professional and flexible approach.

Assistant Vice President Loan Operations Key Responsibilities & Duties

• Manage daily operations of syndicated and private debt portfolios, including direct lending, middle market credit, and real estate debt transactions.
• Oversee accurate processing of loan lifecycle activities, ensuring compliance with established procedures and deadlines.
• Review and analyze credit agreements and loan documentation for proper setup in loan systems.
• Supervise a team of analysts/associates, providing guidance and performance feedback.
• Investigate and resolve discrepancies in accruals, positions, and cash breaks, collaborating with relevant stakeholders.
• Contribute to process improvements and procedural enhancements to streamline operations.
• Coordinate with internal departments to address and resolve loan-related issues effectively.
• Maintain workflow efficiency while adhering to deadlines and organizational priorities.

Assistant Vice President Loan Operations Job Requirements

• Bachelor’s Degree in Finance, Accounting, Economics, or related field with 5-8 years of loan administration experience.
• Minimum of 2 years of experience in managing teams, demonstrating leadership and mentorship capabilities.
• Proficiency in syndicated loans, direct lending, structured credit, and other loan product types.
• Strong analytical and problem-solving skills with attention to detail and ability to multitask.
• Effective communication and interpersonal skills, fostering teamwork and collaboration.
• Proficiency in Excel and Word, with aptitude for learning new applications and systems.
• Ability to work in a deadline-focused organization and adapt to a fast-paced environment.
• Commitment to continuous improvement and professional development.