SVP, Loan Operations

WhiteCap Search; Dallas (TX); On-site; USD 180,000 - 250,000; Full time

Job summary

WhiteCap Search seeks a senior leader to direct its Dallas-based Loan Operations platform, overseeing trade capture, funding, reconciliations, and lifecycle events across syndicated and bilateral loans.

The role emphasizes scaling operations, enhancing controls, and improving efficiency through automation and system integration, including Aexeo and Sentry, while guiding global talent and governance initiatives.

Qualifications

• 10+ years of progressive experience in loan operations.
• At least 5 years in senior leadership roles.
• Deep understanding of syndicated loans, private credit, bilateral lending.
• Proven track record of managing global teams.
• Strong project management and system implementation skills.
• Exceptional communication and stakeholder management.

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 efficiency.
• Partner with internal stakeholders and external clients to ensure timely, accurate processing.
• Provide governance oversight of agent notice workflows, system transitions, and issue resolution processes.
• Build a strong risk and control environment with robust documentation standards.
• Drive transformation projects including automation and system integration (Aexeo, Sentry).
• Manage talent across global locations, including coaching and performance reviews.
• Serve as escalation point for complex or high‑risk transactions.
• Ensure adherence to internal policies, client SLAs, and regulatory obligations.
• Contribute to the firm's strategic direction through governance committees.

Skills

Global leadership

Loan operations

Syndicated loans

Private credit

Project management

Stakeholder management

System implementations

Communication

Leadership

Talent management

Education

Bachelor's degree in Finance/Accounting

Job description

Global financial services platform expanding its Dallas, TX Loan Operations platform. The organization is building out a sophisticated loan operations function supporting syndicated and leveraged finance transactions, with responsibility across loan closing, funding, servicing, settlements, amendments, reconciliations, and ongoing deal administration. The Dallas team will play an important role in establishing scalable processes, strengthening operational controls, and supporting continued growth across the platform.

About the Role:

• 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.

Global financial services platform expanding its Dallas, TX Loan Operations platform. The organization is building out a sophisticated loan operations function supporting syndicated and leveraged finance transactions, with responsibility across loan closing, funding, servicing, settlements, amendments, reconciliations, and ongoing deal administration. The Dallas team will play an important role in establishing scalable processes, strengthening operational controls, and supporting continued growth across the platform.

About the Role:

• 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.

Qualifications

About You:

• 10+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).

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.