Loan Operations Success Manager

Socket.dev; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, Dental, Vision Insurance

401(k) with 3% company contribution

Paid time off and holidays

Professional development opportunities

Job summary

NEWITY is seeking a commercial loan-operations and servicing expert to shape how this work gets done. In this forward-deployed role, you'll support design partnerships, align with product strategy, and embed with banks to configure the platform for each workflow and lead successful launches.

Your edge is domain credibility in loan servicing, monitoring, and regulatory realities. You will configure software, manage data flows, and troubleshoot rollouts, while translating customer feedback into

Qualifications

• 7-10 years in loan servicing, portfolio management, or lending operations with SBA/commercial exposure.
• Knowledge of loan compliance, SOPs, covenant monitoring, collateral monitoring, and regulatory audit prep.
• AI-curious, excited to explore AI solutions for complex workflows in financial services.
• Technical fluency: comfortable configuring software, data integrations, and learning new tools quickly.
• Strong problem-solving and communication skills with stakeholders and product/engineering teams.
• Willingness to be customer-facing and embedded on-site, to drive rollout success.

Responsibilities

• Onboard customers by understanding surveillance workflows and configuring the platform for SBA and commercial portfolios.
• Map bank processes to design solutions and configure data flows.
• Lead rollout activities, training teams, troubleshooting issues, and ensuring go-lives.
• Define onboarding data requirements and partner with engineering on implementations.
• Test roadmap against servicing, monitoring, and regulatory realities.
• Translate customer pain points into prioritized product feedback.
• Ensure compliance with regulated-lending requirements and refine GTM playbooks.
• Develop onboarding playbooks, templates, and training materials.

Skills

Loan servicing

SBA lending

Commercial lending

Process improvement

Technical fluency

On-site engagement

Tools

APIs

RPA

AI tooling

Job description

Description

About Us: NEWITY is America's source for small business capital. We're building the latest software that is AI native, creating automated workflows with proprietary data sources delivering industry leading outcomes for our financial institution partners. As part of this enterprise technology suite, we will create a continuous loan-monitoring platform delivering value added outcomes to our partner financial institutions that automates covenant tracking, collateral monitoring, financial-statement collection, exception handling, and borrower engagement across SBA and commercial loan portfolios. Achieving our vision requires more than ambition. It demands resilience, collaboration, accountability, professionalism, and a relentless drive to improve. Our culture moves fast, fosters excellence, and rewards those who lean in. It's not for everyone, but if you're energized by challenge, motivated by impact, and ready to grow alongside teammates who share your commitment, there's no better place to build your career.

Job Summary: We're seeking a commercial loan-operations and servicing expert ready to shape how this work gets done. In this forward-deployed role, you'll engage with our GTM team to support design partnerships and sales, partner with our product team to bring subject matter expertise to the product strategy, embed with each bank, configure the platform to its workflows, lead successful launches, and use customer insights to improve the entire process. Your edge is domain credibility. You understand loan servicing, monitoring, data sources, operational requirements and regulatory realities, and can speak the language of bank operators and leaders. You're also technically fluent enough to configure software, work with data and integrations, and troubleshoot rollouts. This non-coding role blends subject matter expert, solutions engineer, and GTM influence.

Requirements

Description & Responsibilities

• Onboard customers by understanding their monitoring workflows and configuring the platform for SBA and commercial loan portfolios.
• Map bank processes—including covenant, collateral, financial-statement, tax, servicing-event, and exception monitoring—to configure and design solutions.
• Serve as the trusted rollout lead, training teams, troubleshooting issues, and driving successful go-lives.
• Define onboarding data and integration requirements, map system data flows, and partner with engineering on implementation.
• Serve as the loan-operations expert, testing the roadmap against servicing, monitoring, operational, and regulatory realities.
• Translate customer pain points into prioritized product feedback.
• Ensure the platform meets regulated-lending requirements.
• Refine positioning, scoping, and implementation playbooks as the GTM strategy matures.
• Build scalable onboarding playbooks, configuration templates, and training materials.
• Experience leading a bank servicing or monitoring platform rollout, internally or for a vendor.
• Familiarity with APIs, file-based interfaces, and servicing-data flows between core systems.
• Experience with RPA, rules engines, or AI-enabled servicing and monitoring tools.
• Early-stage experience spanning product, customer, and operations responsibilities.
• Lean, continuous-improvement mindset.

Qualifications

• 7-10 years in loan servicing, portfolio management, special assets, or lending operations, with hands-on SBA, SMB and/or commercial lending exposure.
• Working knowledge of loan compliance and SOPs, the commercial loan lifecycle, covenant compliance, regulatory audit preparation and compliance and collateral monitoring (financial statements, insurance, UCC, taxes).
• AI curious - you are excited and ready to dive deep into how AI can solve some of the most complex workflows and data processes in financial services - yet you don't need to be an expert today.
• Technical fluency: comfortable owning a software configuration, reasoning about data and integrations, and learning new tools quickly.[CR1]
• Strong critical-thinking and problem-solving skills, and the communication ability to be credible with both financial institution operators during GTM and implementations and a product/engineering team to convey valuable feedback.
• Comfort being customer-facing and embedded — you like being on-site (physically or virtually) making a rollout succeed.

Benefits

• Base Rate: $90,000 - $120,00 Per Year + Performance Bonus
• Comprehensive Health, Dental, and Vision Insurance
• Retirement Plan with a Company Contribution of 3% of Total Salary
• Paid Time Off and Holidays
• Professional Development Opportunities

NEWITY is an Equal Opportunity Employer and consider applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws.