FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Senior Manager, Loan Investor Operations
Best EggSenior Manager of Loan Investor Operations managing investor sales operations for Capital Group. Collaborating with multiple teams to execute transactions and ensure accurate reporting.
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Manage the investor sales operation from start to finish.
- Partner closely with Capital Markets, treasury and accounting to execute transactions and ensure all aspects of internal and external reporting are correct.
- Execute investor loan allocation strategy on a daily/weekly basis.
- Prepare and close whole loan transactions with investors.
- Directly interface with investors when completing loan sales.
- Ensure data flow is accurate from time of sale.
- Partner with Accounting team to summarize monthly transactions and investigate any discrepancies.
- Communicate sale cadence and pipeline to Treasury and the rest of the Capital Group to enable efficient cash planning.
- Assist with ad hoc transactions for investors such as transfers or financings.
- Ensure daily/monthly reporting is delivered timely/accurately.
- Ad hoc support of other Capital Markets transactions (generating loan tapes, performance analysis, etc.)
Requirements
What you’ll need- 5-7 years of experience in consumer lending, FinTech, or financial services.
- Proficiency in Excel and SQL
- Strong analytical skillset
- Exceptional written and verbal communication skills.
- Collaborative mindset with experience working cross-functionally across Finance, Risk, Accounting, Legal, and Operations teams.
- Strong project management skills with the ability to manage multiple priorities and deadlines.
- Strategic thinker with strong attention to detail and a bias toward clarity and transparency.
- Comfortable operating in fast-paced, evolving market environments.
- Curious, proactive, and solutions-oriented.
- Committed to integrity, accuracy, and responsible financial communication.
Benefits
Comp & perks- This position is also eligible for an annual incentive bonus based on individual and company performance. Yearly incentive bonus target 20% of base salary.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ExcelSQLanalytical skillsproject managementloan allocation strategywhole loan transactionsdata accuracyfinancial reportingperformance analysis
Soft Skills
written communicationverbal communicationcollaborative mindsetattention to detailstrategic thinkingproactivesolutions-orientedintegrityaccuracy