CLO/Syndicate Loan Settlement Specialist
| Company | Broadridge |
|---|---|
| Location | Newark, NJ, USA, Catskill, NY, USA |
| Salary | $100000 – $120000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 5+ years of experience in Loan Processing, credit operations, or funds administration, with a strong focus on global loan processing.
- Proven experience in leading large operational transitions and building centralized processing functions.
- Strong leadership skills with a track record of building, managing, and motivating high-performing teams.
- ClearPar experience
- Excellent project management skills, with a demonstrated ability to deliver complex projects on time and within budget.
- In-depth knowledge of loan processing systems, best practices, and regulatory requirements.
- Strong analytical and problem-solving abilities, with a focus on process optimization and operational efficiency.
- Excellent written and verbal communication skills.
- Ability to create and work in a high-volume, collaborative, deadline-driven environment.
- Budgeting experience at the division level or higher.
- Strong understanding of global financial services regulations and technology trends.
- Excellent judgement and commercial acumen, influencing and acting with confidence with diverse and challenging stakeholders.
- Manage competing demands, actively prioritizing and remaining calm under pressure while navigating complexity and challenges with confidence and resilience.
- Bachelor’s degree in Finance, Business Administration, or a related field.
Responsibilities
- Lead the transition of all loan processing activities for the global credit business to a centralized operational model in 2025.
- Develop and execute a comprehensive transition plan, including detailed timelines, resource allocation, and risk management strategies.
- Ensure seamless knowledge transfer and integration of loan processing activities, minimizing disruption to business operations during the transition.
- Design and implement a comprehensive KPI and SLA framework for the loan processing team, ensuring alignment with business objectives.
- Establish clear metrics for processing efficiency, accuracy, compliance, and timeliness.
- Optimize workflows to maintain continuous loan processing and timely resolution of issues, improving service levels and client satisfaction.
- Foster a culture of accountability, collaboration, and continuous improvement within the team.
- Provide coaching, mentorship, and development opportunities to team members, supporting their professional growth and enhancing team capabilities.
- Lead the identification, design, and implementation of process improvement initiatives within Loan Processing throughout 2025.
- Collaborate with technology and operations teams to automate manual processes and implement advanced tools to enhance loan processing efficiency.
Preferred Qualifications
- Advanced degrees or professional certifications (e.g., CFA, MBA) are highly desirable