Manager, Strategy System & Investor Management

Jobtailor; Kansas; On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor seeks a senior leader to drive a loan servicing operations team in the United States. You will oversee complex non-cash transactions, data governance, and audit-ready documentation for Agency and Non-Agency loans.

You will partner with Investor Reporting and Finance, manage loan boarding, and push process improvements, controls, and automation across the organization. Requires a Bachelor’s degree and 5+ years in loan servicing or related operations; travel as needed and US work

Qualifications

• Bachelor’s degree in business, Finance, Accounting, or related field preferred.

Responsibilities

• Lead, develop, and manage a team of Analysts.
• Approve and oversee complex non-cash transactions and system postings.
• Govern system data changes and maintain audit-ready documentation.
• Oversee loan boarding for Agency and Non-Agency loans.
• Implement and maintain loan setup quality-control frameworks.
• Partner with Investor Reporting and Finance to resolve discrepancies and support period-end close.
• Serve as the primary escalation point for system issues, data discrepancies, and reconciliation challenges.
• Maintain and enhance the control environment, documentation, audit readiness, and compliance.
• Resolve process gaps and control weaknesses through root-cause analysis and sustainable improvements.
• Provide leadership reporting on operational risks, trends, and performance metrics.
• Drive workflow optimization, automation, and data-integrity initiatives with Technology and stakeholders.

Skills

Team Leadership

Analytical Skills

Risk Mitigation

Data Integrity

Communication Skills

Collaboration Skills

Attention to Detail

Education

Bachelor’s degree in business, Finance, Accounting, or related field

Tools

McCracken Strategy

Job description

• Lead, develop, and manage a team of Analysts


• Approve and oversee complex non-cash transactions and system postings


• Govern system data changes and maintain audit-ready documentation


• Oversee loan boarding for Agency and Non-Agency loans


• Implement and maintain loan setup quality-control frameworks


• Partner with Investor Reporting and Finance to resolve discrepancies and support period-end close


• Serve as the primary escalation point for system issues, data discrepancies, and reconciliation challenges


• Maintain and enhance the control environment, documentation, audit readiness, and compliance


• Resolve process gaps and control weaknesses through root-cause analysis and sustainable improvements


• Provide leadership reporting on operational risks, trends, and performance metrics


• Drive workflow optimization, automation, and data-integrity initiatives with Technology and stakeholders

Requirements

• Bachelor’s degree in business, Finance, Accounting, or related field preferred


• 5+ years of experience in commercial loan servicing, investor reporting, McCracken Strategy, or related operations


• Familiarity with federal, state, and local affordable housing programs preferred


• Experience with Agency and complex capital source loan setup and servicing requirements


• Demonstrated people management experience


• Strong analytical skills with experience reviewing complex system transactions and data


• Excellent communication and collaboration skills across business and technical teams


• High attention to detail with a focus on controls, risk mitigation, and data integrity


• Ability to travel as needed


• Must be authorized to work in the United States


• Must not require employment sponsorship

Core Competencies

Demonstrates expertise in managing teams, overseeing complex loan servicing operations, and ensuring compliance with audit-ready documentation. Strong analytical and communication skills are essential for resolving discrepancies and optimizing workflows.

Highest-signal resume keywords

• Team Leadership


• Commercial Loan Servicing


• Analytical Skills


• Risk Mitigation


• Data Integrity

Hard Skills

• Loan Setup


• Complex Non-Cash Transactions


• Audit Documentation


• Root-Cause AnalysisWorkflow Optimization


• Data Governance


• Investor Reporting


• Capital Source Requirements


• Quality-Control Frameworks


• System Postings

Soft Skills

• Communication Skills


• Collaboration Skills


• Attention to Detail

Industry Keywords

• Affordable Housing Programs


• Agency Loans


• Non-Agency Loans


• Operational Risks


• Performance Metrics

Tools & Technologies

• McCracken Strategy