Loan Operations Associate Manager - Reconciliations Lead

SS&C Technologies; San Francisco (CA); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

401k Matching Program

Professional Development Reimbursement

Medical, Dental, Vision benefits

Employee Assistance Program

Parental Leave

Discounts on fitness clubs and travel

Job summary

A leading financial services company based in San Francisco is seeking an Associate Manager, Loan Operations. This role involves managing daily cash and position reconciliations, coordinating with clients and custodians, and leading a team of analysts. The ideal candidate will possess a Bachelor's degree in finance, along with over 5 years of relevant experience in the financial services industry. The position offers a hybrid work model and a comprehensive benefits package.

Qualifications

• 5+ years financial services/securities industry experience.
• Understanding of syndicated loans and their maintenance.
• Proven ability to meet deadlines.

Responsibilities

• Monitor and resolve cash and position discrepancies.
• Oversee a team of analysts for reconciliations.
• Prepare KPIs to track trends and workflow issues.

Skills

Financial services experience

Operations in loan operations

Client relationship management

Communication skills

Ability to work under pressure

Education

Bachelor's degree in finance or related discipline

Tools

WSO

LoanSERV

Clearpar

Job description

A leading financial services company based in San Francisco is seeking an Associate Manager, Loan Operations. This role involves managing daily cash and position reconciliations, coordinating with clients and custodians, and leading a team of analysts. The ideal candidate will possess a Bachelor's degree in finance, along with over 5 years of relevant experience in the financial services industry. The position offers a hybrid work model and a comprehensive benefits package.