VP, Loan Operations

WhiteCap Search; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

WhiteCap Search in Dallas seeks a senior leader to oversee its global Loan Operations platform, spanning trade capture, funding, servicing, settlements, amendments, reconciliations and deal administration. The role drives scalable processes, strengthens controls, and partners with Middle Office, Fund Accounting, Compliance and IT to ensure timely, accurate processing across syndicated and bilateral loans.

You will manage global talent, coach teams, conduct performance reviews, and escalate

Qualifications

• 8–10 years in loan operations with 5+ years in senior leadership.
• Deep understanding of syndicated loans, private credit, bilateral lending and related processes.
• Proven track record of managing global teams and driving operational improvements.
• Strong project management skills and experience with system implementations.
• Excellent communication, leadership, and stakeholder management skills.
• Bachelor's degree in Finance, Accounting, or related field; MBA or CFA preferred.

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 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 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.

Skills

Loan ops leadership

Global team leadership

Stakeholder management

Project management

System implementations

Communication

Syndicated loans knowledge

Education

Bachelor's degree in Finance/Accounting

MBA or CFA preferred

Tools

Aexeo

Sentry

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:

• 8-10 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.