Director- Operations Lead / Loans

Apex Systems; Houston (TX); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K

Employee stock purchase program (ESPP)

HSA with plan options

Disability insurance

Job summary

Everforth Apex is seeking a Director, Operations Lead for Loans Enablement to drive the delivery of Operations capabilities across the Platform. You will partner with EPO and Engineering to optimize client experience, control effectiveness, and efficiency across SDGs, while defining strategy and leading continuous improvement initiatives.

The role requires senior Operations expertise, talent recruitment, and ongoing engagement with external clients to benchmark and improve efficiency.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• 10-12 years total work experience with 2-3 years of management experience preferred.
• Operations experience required, with Agile experience preferred.
• Experience with BAU and larger project delivery preferred.
• Data management and Digital Tool deployment.
• Leadership and influencing skills.
• Ability to make hard and fast decisions.
• Prior hands-on syndicated loan experience and familiarity with loans servicing.

Responsibilities

• Lead delivery of Operations capabilities for the Platform, partnering with EPO and Engineering to optimize client experience, control effectiveness, and efficiency across SDGs.
• Define the Operations strategy for the Platform in collaboration with EPO and Engineering leadership.
• Support Operations services across Pods and SDGs, driving continuous improvement in client experience, unit costs, and control enhancements.
• Implement and manage comprehensive Operations metrics including client deliverables, unit costs, efficiency benchmarks, and Key Risk Indicators with thresholds.
• Provide senior Operations expertise to support Platform mandate delivery, escalating issues to EPO, Operations Practice lead, and governance forums as needed.
• Engage directly with external clients to offer insights and advice on improving efficiency, including peer benchmarking.
• Identify and recruit Operations talent required within the Platform.
• Proactively implement standards, tools, and techniques defined by the Operations Practice, including metrics, Service Catalogues, and Digital Tool deployment in partnership with the Operations Hub.
• Champion the rollout of Operations learning within the Platform, partnering with the Operations Practice to enhance and develop training curriculum.
• Collaborate with Operations leads across other Platforms to share best practices, streamline hand-offs, and optimize end-to-end transaction flows enterprise-wide.
• Develop and execute a communications strategy to keep all Operations staff informed about Platform priorities and their roles in supporting them.

Skills

Leadership

Agile

Data management

Communication

Problem solving

Decision making

Education

Bachelor’s degree or equivalent experience in a related field

Tools

ClearPar

LSTA

Job description

Job Description:

• Lead delivery of Operations capabilities for the Platform, partnering with EPO and Engineering to optimize client experience, control effectiveness, and efficiency across Operations Service Delivery Groups (SDGs).
• Define the Operations strategy for the Platform in collaboration with EPO and Engineering leadership.
• Support Operations services across Pods and SDGs, driving continuous improvement in client experience, unit costs, and control enhancements.
• Implement and manage comprehensive Operations metrics including client deliverables, unit costs, efficiency benchmarks, and Key Risk Indicators with associated thresholds.
• Provide senior Operations expertise to support Platform mandate delivery, escalating issues to EPO, Operations Practice lead, and governance forums as needed.
• Engage directly with external clients to offer insights and advice on improving efficiency, including peer benchmarking.
• Identify and recruit Operations talent required within the Platform.
• Proactively implement standards, tools, and techniques defined by the Operations Practice, including metrics, Service Catalogues, Manual Touch Point reporting, and Digital Tool deployment in partnership with the Operations Hub.
• Champion the rollout of Operations learning within the Platform, partnering with the Operations Practice to enhance and develop training curriculum.
• Collaborate with Operations leads across other Platforms to share best practices, streamline hand-offs, and optimize end-to-end transaction flows enterprise-wide.
• Develop and execute a communications strategy to keep all Operations staff informed about Platform priorities and their roles in supporting them.

Job#: 3052368

Director, Operations Lead - Loans Enablement

• Lead delivery of Operations capabilities for the Platform, partnering with EPO and Engineering to optimize client experience, control effectiveness, and efficiency across Operations Service Delivery Groups (SDGs).
• Define the Operations strategy for the Platform in collaboration with EPO and Engineering leadership.
• Support Operations services across Pods and SDGs, driving continuous improvement in client experience, unit costs, and control enhancements.
• Implement and manage comprehensive Operations metrics including client deliverables, unit costs, efficiency benchmarks, and Key Risk Indicators with associated thresholds.
• Provide senior Operations expertise to support Platform mandate delivery, escalating issues to EPO, Operations Practice lead, and governance forums as needed.
• Engage directly with external clients to offer insights and advice on improving efficiency, including peer benchmarking.
• Identify and recruit Operations talent required within the Platform.
• Proactively implement standards, tools, and techniques defined by the Operations Practice, including metrics, Service Catalogues, Manual Touch Point reporting, and Digital Tool deployment in partnership with the Operations Hub.
• Champion the rollout of Operations learning within the Platform, partnering with the Operations Practice to enhance and develop training curriculum.
• Collaborate with Operations leads across other Platforms to share best practices, streamline hand-offs, and optimize end-to-end transaction flows enterprise-wide.
• Develop and execute a communications strategy to keep all Operations staff informed about Platform priorities and their roles in supporting them.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or equivalent experience in a related field.
• 10-12 years of total work experience with at least 2-3 years of management experience preferred.
• Operations experience required, with Agile experience preferred
• Experience with both BAU and larger project / program delivery preferred
• Data management and Digital Tool deployment
• Leadership and influencing skills
• Ability to make hard and fast decisions
• Problem solving
• Passion for changing status quo and driving out-of-the-box ideas
• Non-hierarchical, transparent, trusting, trustworthy
• Eagerness to ‘roll up the sleeves’ in execution and learning; pushes the team to do the same
• Able to communicate vision and get others on board
• Prior hands‑on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred
• Prior loan operations experience in a financial service setting preferred

Everforth Apex is a world‑class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.