Associate Manager, Loan Operations

SS&C Technologies; Dallas (TX); Hybrid; USD 85,000 - 130,000; Full time

Job summary

SS&C Technologies in Dallas, TX is seeking an Associate Manager, Loan Operations to lead asset servicing activities, reconcilations, and credit agreement reviews. You will coordinate real estate investment transactions, wire processing, and due diligence with operating partners, leveraging AI tools to improve efficiency and drive scalable processes.

The role requires 2–4 years in financial services, a Bachelor’s degree, and strong Excel/WSO skills.

Qualifications

• Bachelor's degree from accredited university/college.
• 2-4 years’ experience at a Financial Services firm (commercial or investment bank, asset manager etc.).
• Strong working knowledge of Microsoft Excel.
• Strong working knowledge of Wall Street Office (WSO).
• Experience with Real Estate Investments and Cash/Position reconciliations.
• Strong working knowledge of Copilot.
• Ability to work in a fast-paced dynamic environment.

Responsibilities

• Asset servicing including security master maintenance, reviewing credit agreements, monitoring, and booking all investment activity, wire processing, and performing due diligence on operating partners for real estate investments.
• Cash and position reconciliations.
• Daily interaction with custodian banks, trustees, and prime brokers.
• Daily interaction with asset management, accounting, valuation, and other areas supporting the Credit Funds business.
• Support Credit Funds by tracking Investor capital, servicing fund subscription lines, paying and allocating investment related expenses.
• Leverage AI tools to improve productivity, automate repetitive tasks, and enhance decision-making.
• Identify opportunities to streamline workflows through AI-driven process improvements and automation.
• Partner with business and technology teams to evaluate and implement AI-driven solutions that improve efficiency and scalability.
• Promote responsible and secure use of AI technologies in accordance with firm policies and data governance standards.
• Provide backup to other Credit Fund Operation staff supporting wire transfers, trade settlements, and other business activities of the fund.
• Assist in yearly audit confirmation process.
• Participate in various projects across the business.

Skills

Financial services experience

Ability to work in fast-paced env

Education

Bachelor's degree

Tools

Excel

WSO (Wall Street Office)

Copilot

Job description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Title: Associate Manager, Loan Operations

Locations: Dallas, TX (hybrid)

About The Role

The candidate selected for this role will be responsible for managing asset servicing activities, including reconciliations, credit agreement review, monitoring and booking investment transactions, processing wire transfers, and conducting due diligence on operating partners for real estate investments. This also includes performing root cause analysis of reconciliation discrepancies and coordinating break resolution with all relevant parties. The ideal candidate will have experience in the Loan asset class as well as the ability to streamline workflows through AI-driven process improvements and automation.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make An Impact

• Asset servicing including security master maintenance, reviewing credit agreements, monitoring, and booking all investment activity, wire processing, and performing due diligence on operating partners for real estate investments.
• Cash and position reconciliations
• Daily interaction with custodian banks, trustees, and prime brokers
• Daily interaction with asset management, accounting, valuation, and other areas supporting the Credit Funds business.
• Support Credit Funds by tracking Investor capital, servicing fund subscription lines, paying and allocating investment related expenses
• Leverage AI tools, including Microsoft Copilot and approved generative AI platforms, to improve productivity, automate repetitive tasks, and enhance decision-making.
• Identify opportunities to streamline workflows through AI-driven process improvements and automation.
• Partner with business and technology teams to evaluate and implement AI-driven solutions that improve efficiency and scalability.
• Promote responsible and secure use of AI technologies in accordance with firm policies and data governance standards.
• Provide backup to other Credit Fund Operation staff supporting wire transfers, trade settlements, and other business activities of the fund
• Assist in yearly audit confirmation process
• Participate in various projects across the business

Required Experience

• 2-4 years’ experience at a Financial Services firm (commercial or investment bank, asset manager etc.)
• Bachelor’s degree from accredited university/college
• Strong working knowledge of Microsoft Office applications, particularly Excel
• Strong working knowledge of Wall Street Office (WSO)
• Experience with Real Estate Investments and Cash/Position reconciliations
• Strong working knowledge of Copilot
• Ability to work in a fast-paced dynamic environment

What Sets You Apart

• Experience with Commercial Real Estate Loans
• Experience with Clearpar

Join SS&C, where innovation meets global opportunities.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.