Loan Operations Executive – Global Syndicated & Leveraged

WhiteCap Search; Dallas (TX); On-site; USD 140,000 - 180,000; Full time

Job summary

WhiteCap Search is seeking a senior leader for its Dallas, TX loan operations platform. You will lead global teams handling trade capture, funding, reconciliations, and lifecycle events across syndicated and bilateral loans, driving efficiency and controls.

The role requires strong project management, cross‑functional collaboration with Middle Office, Fund Accounting, Compliance, and IT, and a track record of scaling operations. MBA/CFA preferred; relocation not specified.

Qualifications

• 4–8 years of progressive experience in loan operations, with at least 5 years in senior leadership roles.
• Deep understanding of syndicated loans, private credit, bilateral lending, and associated operational processes.
• Proven track record of managing global teams and driving operational improvements.
• Strong project management skills and experience with system implementations.
• Exceptional communication, leadership, and stakeholder management skills.
• Bachelor's degree in Finance, Accounting, or related field (MBA or CFA preferred).

Responsibilities

• Lead and manage global loan operations teams responsible for trade capture, funding, position management, reconciliations, and lifecycle events across syndicated and bilateral loans.
• Define and execute strategic initiatives to scale operations, enhance controls, and improve overall efficiency.
• Partner with internal stakeholders (Middle Office, Fund Accounting, Compliance, IT) and external clients to ensure timely and accurate processing.
• Provide governance oversight of agent notice workflows, system transitions, and issue resolution processes.
• Build and maintain a strong risk and control environment by implementing the best practices and robust documentation standards.
• Drive transformation projects including automation, system integration, and workflow optimization (e.g., Aexeo, Sentry).
• Manage talent across global locations, including coaching, performance reviews, and succession planning.
• Serve as an escalation point for clients and internal teams on complex or high-risk transactions.
• Ensure adherence to internal policies, client SLAs, and regulatory obligations.
• Contribute to the firm's strategic direction through active participation in governance committees and global initiatives.

Skills

Loan operations leadership

Syndicated loans

Stakeholder management

Project management

System implementations

Cross‑functional collaboration

Communication skills

Education

Bachelor's in Finance/Accounting

MBA or CFA preferred

Tools

Aexeo

Sentry

Job description

WhiteCap Search is seeking a senior leader for its Dallas, TX loan operations platform. You will lead global teams handling trade capture, funding, reconciliations, and lifecycle events across syndicated and bilateral loans, driving efficiency and controls.

The role requires strong project management, cross‑functional collaboration with Middle Office, Fund Accounting, Compliance, and IT, and a track record of scaling operations. MBA/CFA preferred; relocation not specified.