Lead, Loan Operations – Funding & Settlements

Antares Capital LP

Lead overseeing funding transactions within a finance team, managing approvals and improving processes. Collaborating with AVP to implement automation strategies in a high-performance environment.

Posted 7/10/2026full-timeChicago • Illinois • 🇺🇸 United StatesSenior💰 $98,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in overseeing funding transactions, ensuring compliance and accuracy while implementing process improvements and technology automation. Strong communication and problem-solving skills are essential for effective collaboration with stakeholders.

Highest-signal resume keywords

Funding Transaction OversightProcess ImprovementTechnology AutomationStrong Problem-Solving SkillsExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Reconciliation ProcessesFinancial OperationsLoanIQWSOMicrosoft Office 365Excel ProficiencyAttention to DetailOperational Efficiency

Soft Skills

Interpersonal SkillsOrganizational SkillsAdaptabilityTeam CollaborationProfessional Demeanor

Certifications & Qualifications

Bachelor’s Degree in Finance, Accounting, Business, or Economics

Industry Keywords

Financial InstitutionSettlement IssuesTransaction ProcessingCross-Functional Team Environment

About the role

Key responsibilities & impact

Report to the Assistant Vice President – Funding & Settlements, overseeing critical functions within the team.
Review and approve transactions and wire instructions in the system of record.
Ensure accuracy, compliance, and timely processing of all approvals.
Act as the escalation point for complex settlement issues and discrepancies.
Oversee the complete processing cycle of funding transactions from initiation to completion.
Facilitate effective communication to downstream teams regarding funding transactions and settlement updates.
Collaborate with the AVP to identify and implement process improvements.
Support the development and deployment of technology automation to streamline workflows and enhance operational efficiency.
Foster a collaborative and high-performance team environment.

Requirements

What you’ll need

Bachelor’s degree, with a preferred concentration in finance, accounting, business, or economics.
7+ years’ experience with a financial institution or other organization with exposure to reconciliation processes.
Strong problem-solving skills with the ability to handle complex settlement issues effectively.
Experience in process improvement and technology automation within financial operations.
Excellent communication and interpersonal skills, with the ability to liaise effectively with internal and external stakeholders.
Knowledge of LoanIQ or WSO a plus.
Proficiency with Microsoft Office 365 with emphasis on Outlook, Word and Excel usage or comparable software application.
Motivated self-starter with a responsive, friendly, and professional demeanor and strong written and verbal communication skills.
Demonstrated ability to be decisive, highly organized and prioritize tasks including the ability to adapt to changing circumstances and adjust priorities as needed in a deadline-driven environment while maintaining careful attention to detail and accuracy.
Ability to work productively in a cross-functional team environment with both internal and external stakeholders while taking individual responsibility for quality and accuracy.
Proven record of reliability and dedication to high quality work product.

Benefits

Comp & perks

medical, dental and vision coverage
employer paid short & long-term disability and life insurance
401(k)
profit sharing
paid time off
Maven family & fertility benefit
parental leave (including adoption, surrogacy, and foster placement)
other voluntary benefits