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Tier-1 bank and metro location increase applicants, but niche wholesale loan operations reduces broad competition.
Highly specialized wholesale lending operations skills limit cross-industry transferability.
Explicit 8–12 years, Loan IQ and wholesale lending experience make filters stringent.
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Own the operational oversight and coordination of loan transaction closing and servicing for multiple loan types including syndicated and bilateral loans.
Develop and implement processes, controls, technology solutions, and training related to loan origination and lifecycle management.
Manage deal closing pipeline, perform quality control, and continuously improve processes to ensure compliance with internal policies and regulatory requirements.
8-12 years of relevant experience in loan transaction management or related operations.
Bachelor's degree or equivalent experience.
Proficiency in Excel and Microsoft programs; familiarity with Tableau or similar visualization tools.
Experience with loan systems such as Loan IQ or transaction capture tools.
Experienced in wholesale lending operations supporting syndicated and bilateral loans at large financial institutions.
Skilled in managing cross-functional collaboration with business lines, credit risk, operations, and legal teams to ensure end-to-end loan lifecycle management.
Able to operate effectively in fast-paced, metrics-driven environments with changing priorities and strong organizational capabilities.