Loan Operations Lead - AI-Driven Asset Servicing (Hybrid)

SS&C Technologies; Dallas (TX); Hybride; USD 85 000 - 130 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Financial services experience

Ability to work in fast-paced env

Formation

Bachelor's degree

Outils

Excel

WSO (Wall Street Office)

Copilot

Description du poste

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.