Vice President, Loans Operations & Client Processing

Apex Systems; Pittsburgh (Allegheny County); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Comprehensive benefits

401K with company match

Employee Stock Purchase Program

Job summary

Everforth Apex seeks a strategic Vice President to lead loan operations and client processing. This role coordinates across operations, technology, and business teams to optimize workflows, control risk, and enhance the client experience.

You will mentor teams, monitor performance metrics, drive continuous improvement through technology, and ensure adherence to policies and regulatory requirements. This leadership position demands deep financial services experience and a track record of

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 7-12 years of experience in loan operations, transaction processing, client processing, or financial services operations.
• Experience with syndicated loans, loan servicing, and loan operations environments preferred.
• Familiarity with ClearPar, LSTA, Loan IQ, or similar systems preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication and interpersonal skills, with the ability to work effectively with clients and cross-functional teams.
• Demonstrated ability to identify process improvement opportunities and leverage technology to improve operational efficiency.
• Strong organizational skills with the ability to self-manage priorities and execute in a fast-paced environment.
• Financial services operations and brokerage processing experience preferred.

Responsibilities

• Lead the execution and processing of complex loan and client transactions, ensuring accuracy, timeliness, and adherence to operational controls.
• Collaborate cross-functionally to improve transaction workflows, increase efficiency, and reduce operational risk.
• Serve as a subject matter expert in loan operations and client processing, providing guidance, mentorship, and training to team members.
• Monitor transaction processing metrics, identify trends, and implement process improvements to enhance operational performance and client outcomes.
• Investigate and resolve complex transaction and servicing issues while maintaining strong client and stakeholder relationships.
• Drive continuous improvement initiatives by leveraging technology, industry best practices, and process innovation.
• Support operational excellence through effective prioritization, risk management, and execution of daily activities.
• Partner with internal teams to ensure compliance with business policies, procedures, and regulatory requirements.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Process improvement

Technology leverage

Organizational skills

Education

Bachelor's degree in Finance/Business or related field

Job description

Vice President, Loan Operations & Client Processing

Job#: 3052386

Supports the execution and servicing of complex loan and transaction processing activities while driving operational excellence and client satisfaction. This individual will serve as a subject matter expert, partnering across operations, technology, and business teams to optimize workflows, mitigate risk, and enhance the client experience.

Key Responsibilities

• Lead the execution and processing of complex loan and client transactions, ensuring accuracy, timeliness, and adherence to operational controls.
• Collaborate cross-functionally to improve transaction workflows, increase efficiency, and reduce operational risk.
• Serve as a subject matter expert in loan operations and client processing, providing guidance, mentorship, and training to team members.
• Monitor transaction processing metrics, identify trends, and implement process improvements to enhance operational performance and client outcomes.
• Investigate and resolve complex transaction and servicing issues while maintaining strong client and stakeholder relationships.
• Drive continuous improvement initiatives by leveraging technology, industry best practices, and process innovation.
• Support operational excellence through effective prioritization, risk management, and execution of daily activities.
• Partner with internal teams to ensure compliance with business policies, procedures, and regulatory requirements.

Qualifications

• Bachelor's degree in Finance, Business, or related field (or equivalent combination of education and experience).
• 7-12 years of experience in loan operations, transaction processing, client processing, or financial services operations.
• Experience with syndicated loans, loan servicing, and loan operations environments preferred.
• Familiarity with industry platforms and market standards such as ClearPar, LSTA, Loan IQ, or similar systems preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication and interpersonal skills, with the ability to work effectively with clients and cross-functional teams.
• Demonstrated ability to identify process improvement opportunities and leverage technology to improve operational efficiency.
• Strong organizational skills with the ability to self-manage priorities and execute in a fast-paced environment.
• Financial services operations and brokerage processing experience preferred.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Benefits Overview

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

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Glen Allen, Virginia 23060

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